Broker Code: 607510
Product List:
| ILAS | Blissful Bloom Protection Linked Plan (Launch Date: 05 Jun 2023) |
Important Notice:
(1) All forms must arrive BOCL office as stated below and at least two business days before the deadline to OWM:
a. Non-PRC client: within 30 calendar days from illustration print date
b. PRC client:
- within 21 calendar days from illustration print date for application with verification process.
- within 7 calendar days from illustration print date for application with non-verification process.
(2) All samples provided are for REFERENCE only, TR must fill in all forms with client’s latest information provided. The reference products recommended should be on OWM'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.
(3) For corporate application, please refer to Customer Due Diligence on Corporate Clients for detailed requirements of OnePlatform.
(4) Exchange rate is available at BOC Life website https://www.boclife.com.hk/en/support/exchange-rates.html
Checklist:
(Internal 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(OWM FNA will be accepted by BOC if client submit OWM FNA and BOC Supplementary Statement (For FNA) [Individual Version] / [Corporate Version] together with NB application document.Sample of Blissful Bloom Protection Linked Plan (Updated: 05 Jun 2023) |
| 4 | Risk Profile Questionnaire |
| 5 | Acknowledgement Letter of Specific Services Agreement for Investment-Linked Assurance Scheme Policies |
Principal Document:
Checklist – Please refer to BOC Life New Business Required Documents Checklist
HK Applicants - Permanent HKID
1. Application Form ((Investment-linked Insurance Application Form)
2. Certified ID copy
3. Risk Profile Questionnaire (RPQ) ([R2])
4. Important Facts Statement and Applicant’s Declarations (IFS-AD) [Eng] [Chi] ([I4])
5. Illustration
6. Customer Protection Declaration Form and Important Facts Statement - Policy Replacement (If necessary) ([C5])
8. DDA Form (If premium is paid by monthly mode)
9. BOC Financial Needs Analysis (FNA)([F2]) (Guideline)
(OWM FNA will be accepted by BOC if client submit OWM FNA and BOC Supplementary Statement (For FNA) [Individual Version] / [Corporate Version] together with NB application documents, so it is not a must to submit BOC FNA at the same time)
- Financial Needs Analysis
10. Supplementary Statement (For FNA) [Individual Version] / [Corporate Version] ([S6])
- Supplementary Statement (For FNA) sign date should be the same as OnePlatform FNA
- Sample of BOC Supplementary Statement (Individual Version)
11. Financial questionnaire (Please refer to Financial Underwriting Guideline (all products))
12. Supplementary Statement (If necessary ) ([S1])
13. CRS Self-Certification Form - Individual ([C1])
CRS Self-Certification Form – Entity ([C2]) (For Corporate Application)
CRS Self-Certification Form - Controlling Person ([C3]) (For Corporate Application)
14. Address proof is not required unless it is required by BOCG, or OnePlatform has to conduct further verification with the client’s identity.
For Non-HK Permanent Residents /For Non-HK Residents e.g., visitors’ application (Additional Document)
For mainlanders, applications signed on or after 18 July 2016 will be required to undergo verification process to ensure such application is taken place in HK., Please send email to [email protected] for verification reservation.
Please refer to BOC Life New Business Required Documents Checklist
| 1. | Certified True Copy of Valid travel document/ Passport copy with the page of personal particulars/ID card issued from country of origin/ Nationality proof on Proposed Policyholder and Insured | For age 18 or above |
| 2. | Certified True Copy of Valid travel document/ Passport copy with the page of personal particulars/Birth Certificate issued from country of origin/ Nationality proof on Proposed Insured | For age 17 or below |
| 3. | Certified True Copy of Household register copy | For Chinese Mainlander Applicant |
| 6. | 抵港內地居民保單申請認證聲明書 [(M3)] | If applicable |
| 7. | Important Facts Statement for Mainland Policyholder ([I2]) | For Non-permanent HK resident and China ID or passport holder, client needs to submit “Important Facts Statement for Mainland Policyholder” with the application form. |
BOCG Life Customer Hotline：21608878