New Application - Fubon

Broker Code: 8068

Product List:

Important Notice

1. For corporate application, please refer to Customer Due Diligence on Corporate Clients for detailed requirements of OnePlatform. （Updated: 02 Jul 2020）
2. Standard Illustration must be signed within 30 days from print date of it.
3. Life Insurance Application Form and related documents must be submitted to Fubon Life within 30 calendar days from the sign date
4. For application from MCV, it must be submitted within 7 working days from application sign date in order to fulfill regulatory requirement.
5. If the application is consultant him / herself, consultant cannot be the witness of it. (Updated: 27 Mar 2019)
6. Applicant should be Hong Kong / Macau / Taiwan / China residents.  People from countries other than aforesaid will be on individual consideration ONLY.
7. If requirements are not fulfilled within 60 calendar days from first underwriting decision date, the application will be treated as Incomplete Cases and cancelled. All initial premium will be refunded to payor instead of proposed policyowner.
8. Beneficiary is not accepted as a payor.
9. For Premium Financing of Universal Life, please refer Fubon Life Universal Life Premium Financing Process Flow. (Updated: 22 Nov 2016)
10. All samples provided in OnePortal are for REFERENCE only, consultant must fill in all forms with client’s latest information provided. The reference products recommended should be on OnePlatform’s shelf by the time you make the recommendation. No same provider’s products should be recommended unless there are no other suitable products from other providers. (Updated: 19 Nov 2019)

Checklist

(OnePlatformInternal Document and Principal Document are required to be submitted)

Internal Document

1.  Client Data Form

2.  Client Agreement  (CA form)

3.  Financial Needs Analysis Form - ​​​​​​​​​​​​​​[Product Mapping Table]

Sample of Wealth Elite Saver 3 (Updated: 16 Feb 2023)

Sample of Wealth Elite Saver 3 - Golden Years (Updated: 21 Feb 2023)

Sample of Prosperity Booster Multi-Currency Insurance Plan (Updated: 10 Oct 2024)

Sample of Wealth Horizon Multi-Currency Insurance Plan (Updated: 6 Nov 2025)

Sample of Treasure Prestige Insurance Plan (Updated: 26 Jan 2026)

4. Special Case Disclaimer (if applicable)

Principal Document

For Hong Kong Resident:

1. Life Insurance Application Form: MUST write English Address on Application Form

A. For Simplified Underwriting Product (Pictorial Guide of Application Form) (Updated: 28 Aug 2024)

B. For Full Underwriting Product only (Pictorial Guide of Application Form (full-underwriting products only)) (Updated: 12 Feb 2025)

Please make use of the “Application Number” auto-generated by the Illustration Proposal System and mark on the upper right corner of the softcopy application form. For details, please refer to Application Number.  (Updated: 3 Jan 2018)

-  [Sample - Application Form for Premium Financing] (Updated: 1 Feb 2017)

-  [Sample - Application Form for Wealth Master Universal Life Plan] (Updated: 10 Jan 2018)

C. Life Insurance Application Form (Wealth Elite Saver 3 - Golden Years) (Pictorial Guide of Application Form (Wealth Elite Saver 3 - Golden Years)) For Simplified Underwriting Product (Updated: 14 Feb 2025)

2. ORIGINAL of signed Standard Illustration;

3. ORIGINAL of Supplementary Note ([S2]) (if applicable);

4. Important Facts Statement – Policy Replacement (if applicable) (Eng)(Chi)

5. Important Facts Statement – Premium Financing (Eng)(Chi)

6. COPY of pay-in slip of initial premium amount or evidence of other payment methods allowed by Fubon Life

7. CERTIFIED TRUE COPY of HK Permanent ID card of the Proposed Owner & Proposed Insured (if other than the Proposed Owner);

8. CERTIFIED TRUE COPY of birth certificate of the Insured child (if  applicable)

For HK Residents (Non-Permanent)(Additional Documents)

1. CERTIFIED TRUE COPY of HKID card of the Proposed Owner & Proposed Insured (if other than the Proposed Owner);
2. CERTIFIED TRUE COPY of birth certificate of the Insured child (if applicable);
3. CERTIFIED TRUE COPY of travel document (e.g. passport) of Proposed Owner & Proposed Insured (if other than the Proposed Owner)
4. ORIGINAL of completed IFS-MP Simplified Chinese (IFS-MP) ([I1]) if the client is a Chinese national.

*For MCV, certified true copy of all documents must be done by Fubon Life authorized staff

For Non HK Resident (Additional Documents)

1. CERTIFIED TRUE COPY of travel document (e.g. passport) with entry proof (e.g. landing slip) of the Proposed Owner & Proposed Insured (if other than the Proposed Owner); (entry proof document should be certified by insurance intermediary with company chop of broker.)
2. CERTIFIED TRUE COPY of ID card (if any)
3. CERTIFIED TRUE COPY of birth certificate of the Insured child (if  applicable)

*Upon policy issuance, an SMS message will be sent to policy owners who are non-HK residents.

For Mainland Chinese Visitors (MCV) (Additional Documents)

1. CERTIFIED TRUE COPY of travel document (e.g. entry permit) with entry proof (e.g. landing slip) of the Proposed Owner & Proposed Insured (if other than the Proposed Owner);
2. CERTIFIED TRUE COPY of the China ID card of the Proposed Owner & Proposed Insured (if other than the Proposed Owner);
3. CERTIFIED TRUE COPY of vaccination record (within 6 months) / student book (within 6 months) of the Insured child (if applicable)
4. CERTIFIED TRUE COPY of birth certificate of the Insured child (if applicable)
5. ORIGINAL of completed IFS-MP Simplified Chinese (IFS-MP) ([I1]) (effective on 1 Sept 2016)

*For MCV, certified true copy of all documents must be done by Fubon Life authorized staff.

Policy Ownership

• If Proposed Insured is not the Proposed Policyowner, the third party policy will only  be issued with an insurable interest is involved at the inception of the policy.  Please refer to the below table for accepted relationship