Support for international policyholders who need help reconnecting their offshore policy to a licensed adviser

Support for International Policyholders

Clear guidance for clients who have lost contact with their original adviser. Many international policyholders later realise that their offshore plan was arranged years ago and that the adviser has since relocated, changed firm, or stopped providing service altogether. This often leaves clients uncertain about what to do next. Brightway helps by coordinating communication and reconnecting policyholders with licensed advisers through our partner network.

Request Partner Support

How Brightway Supports You

1. Understanding your current situation

Our team helps clarify what type of policy you hold, which provider it belongs to, and what the usual servicing process looks like.
We help confirm whether your adviser has moved, retired, or transferred your policy to another adviser without proper explanation.

2. Communication and document coordination

Brightway assists with the communication and administrative steps required for your provider to recognise a new servicing adviser.
We help organise provider forms and documents.

3. Reconnecting you with licensed advisers

Brightway collaborates with licensed advisers in our partner network.
We help coordinate the transition to a licensed professional who can provide ongoing service.

When This Service Is Helpful


This page is designed for clients who feel:


• their original adviser no longer responds
• their policy was transferred without explanation
• they moved to another country and lost contact
• their provider redirected them but they do not know what to do next
• they simply want a reliable point of contact

This includes clients with long standing offshore insurance or investment policies arranged many years ago

Local Japanese Language Support

For clients in Japan or Japanese speaking clients overseas, Brightway offers additional support through our Japanese coordination team.

How We Support

• assistance with communication in Japanese
• help organising provider documentation
• coordination with licensed advisers who can provide formal servicing
• explaining the adviser transition process

This structure is especially helpful for Japanese clients who have had no contact for years.

What This Service Does Not Do


To remain compliant and transparent:


• We do not provide financial advice
• We do not recommend or design investment portfolios
• We do not accept policy servicing instructions directly
• All licensed activity is handled by licensed partners in our network


Brightway focuses on communication coordination and support.

How To Begin


If you would like assistance reconnecting with your servicing provider or licensed adviser, our team will guide you through the next steps and arrange a connection with the appropriate licensed partner.

Request Partner Support

Many clients discover they have offshore policies but no clear contact person. We work with licensed professionals who can review your situation and reconnect you with proper service.

Why adviser transfer happens and what you can do next

Key points:


• many international advisers relocate or change firms
• clients often do not receive service after the move
• providers normally allow you to appoint a new licensed adviser
• Brightway helps coordinate this transition

No promises. Pure positioning.


Examples:


• “An international client had an offshore policy but no contact for 5 years. We helped coordinate a reconnection with a licensed adviser who now supports the family.”


• “A family needed help understanding their existing plan. Our team arranged language support and connected them with a licensed partner.”

Questions People Often Ask

What should I do if my adviser no longer replies?
If your original adviser has stopped responding, you can appoint a new licensed adviser. Brightway helps coordinate this process through our partner network.

Can I change the adviser for my existing offshore policy?
Yes. You can usually reconnect your policy to a licensed adviser. We help clarify the process and coordinate the transition with the appropriate provider.

Can I reconnect my offshore policy to a new adviser?
Yes. Most providers allow clients to appoint a new servicing adviser. Brightway helps coordinate this transition through our partner network.