Advisor Documents

 EDELWEISS TOKIO LIFE INSURANCE COMPANY LIMITED

Advisor Documents

Xerox / Scan Copy of all following documents:

DOCUMENTS REQUIRED FOR PFA (PRE FINANCIAL ADVISOR):

1. One Passport Size Colour Photograph

2. Pan Card

3. Address Proof- Aadhaar Card / Passport / Driving License

4. Educational Proof- Minimum 12th Pass or Equivalent

5. Cancelled Cheque Copy

6. Signature on White Paper

 

Also, details needed for PFA:

1. Mobile No.

2.E-mail ID

3. Spouse Name

4. Spouse Date of Birth

5. Nominee Name

6. Nominee Date of Birth

7. Mother Name

8. IRDA Exam Fee :- INR 1000


Minimum Age: 18 Years


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