Important Notice
1. Currency of Investment Choices must be the same as Policy Currency.
2. For re-allocation, maximum 14 Investment Choices can be selected in each policy.
3. RPQ validity should be ensured before proceeding fund switching.
4. If there is any risk match, client has to tick the Box B and provide reason in the “Suitability Declaration” section. For Vulnerable Customer (VC), no risk mismatch is allowed.
Option 1: Direct instruction by CLIENT (Client > HSBC Life)
Checklist
1. Application for Investment Choice Arrangement [A1] (Updated: 03 Feb 2026)
Submission Channel: By Mail
Mail Address: 16/F, Tower 1, HSBC Center, 1 Sham Mong Road, Kowloon
Remarks:
Daily cut off time: 16:00
Option 2: Client’s instruction via OnePlatform (Client > OnePlatform > HSBC Life)
Checklist
1. Application for Investment Choice Arrangement [A1]
2. CS eform
3. Declaration for Fund Switching and Redirection Instructions ILAS Policy