New Business Forms
Form [A4] Alcohol Consumption Questionnaire (Updated: 31 Oct 2023)
Form [A5] Asthma Questionnaire (Updated: 31 Oct 2023)
Form [A6] Aviation Questionnaire (Updated: 31 Oct 2023)
Form [B1] Business Insurance Questionnaire (Updated: 31 Oct 2023)
Form [C1] Chest Pain Questionnaire (Updated: 31 Oct 2023)
Form [C2] Customer Background Report (Updated: 31 Oct 2023)
Form [D2] Diabetes Questionnaire (Updated: 31 Oct 2023)
Form [D5] 內地訪港旅客投保認證確認聲明書 (Verification by Broker) (Updated: 31 Oct 2023)
Form [E1] Epilepsy Questionnaire (Updated: 31 Oct 2023)
Form [E2] Examination Questionnaire (Updated: 31 Oct 2023)
Form [F1] Financial Needs Analysis (Updated: 30 Apr 2024)
Form [F2] Financial Questionnaire (Updated: 31 Oct 2023)
Form [G1] General Health Questionnaire (Updated: 31 Oct 2023)
Form [G2] Gout Questionnaire (Updated: 31 Oct 2023)
Form [H1] Hazardous Sports Questionnaire (Updated: 31 Oct 2023)
Form [H2] Hypertension Questionnaire (Updated: 31 Oct 2023)
Form [I1] Injury Questionnaire (Updated: 31 Oct 2023)
Form [I2] Insurance Intermediary’s Report (Updated: 31 Oct 2023)
Form [I3] Important Facts Statement – Premium Financing (CHI) (Eng) (Updated: 31 Oct 2023)
Form [I4] Important Facts Statement for Mainlander Policyholder (IFS-MP) (Updated: 31 Oct 2023)
Form [I5] Important Facts Statement – Policy Replacement (If applicable) (Updated: 09 Nov 2023)
Form [K1] Keyman Insurance Questionnaire (Updated: 31 Oct 2023)
Form [L1] Life Insurance Application Form (Simplified Underwriting)(F-BAPP-002) (Updated: 5 Jun 2024)
Form [L2] 遺失入境紙申報表 (Optional)([L2]) (Updated: 31 Oct 2023)
Form [M1] Marine Questionna (Updated: 31 Oct 2023)
Form [M2] Medical Appointment Form_Hong Kong Medical Diagnostic (Updated: 31 Oct 2023)
Form [M3] Medical Appointment Form_MediFast (Updated: 31 Oct 2023)
Form [M4] Medical Appointment Form_THMC Medical Group (Updated: 31 Oct 2023)
Form [M5] Mental Health Questionnaire (Updated: 31 Oct 2023)
Form [R1] Respiratory System Disease Questionnaire (Updated: 31 Oct 2023)
Form [R2] Replacement Declaration Form (Updated: 31 Oct 2023)
Form [S1] Supplementary Form (Updated: 31 Oct 2023)
Form [S2] Supplementary Form - Account Transfer for Annuitant (Updated: 31 Oct 2023)
Form [S3] Supplementary Form for Premium Financing (Updated: 31 Oct 2023)
Form [S4] Self-Certification Form (FATCA & CRS) – Individual (Updated: 31 Oct 2023)
Form [S5] Self-Certification Form (FATCA & CRS) – Entity (Updated: 31 Oct 2023)
Form [S6] Self-Certification Form (CRS) - Controlling Person (Updated: 31 Oct 2023)
Form [T2] Tumour Questionnaire (Updated: 31 Oct 2023)
Form [U1] Ulcer Questionnaire (Updated: 31 Oct 2023)
POS Forms
Form [A1] Application for Change in Policy (Coverage) (Updated: 31 Oct 2023)
Form [A2] Application for Change in Policy (General) (Updated: 31 Oct 2023)
Form [A3] Application for Change of Policyowner (Updated: 31 Oct 2023)
Form [B2] Bank Deposit Payment Declaration (F-OPSFM-012 ) (Updated: 31 Oct 2023)
Form [D3] Direct Debit Authorization Form (DDA)(F-OPSFM-009) (Updated: 31 Oct 2023)
Form [P1] Payment Slip (Updated: 12 Nov 2025)
Form [T1] Third Party Payment Declaration Form (F-OPSFM-005) (Updated: 12 Nov 2025)
Claims Form
Form [A7] 現金津貼申請表(同行抗疫新冠肺炎保障專用) (Updated: 31 Oct 2023)
Form [D1] Death Claim Form (Updated: 31 Oct 2023)
Form [H1] Hospital or Medical Claim Form (Updated: 31 Oct 2023)