Important Notice
Customer Due Diligence on Corporate Clients
LCD has issued the directive of customer due diligence on corporate clients on 01-Apr-2016. For details and its requirement, please refer to the FAQ > Customer Due Diligence on Corporate Clients.
Please contact COD for Pre-Processing Requirement
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 (for Liberty Group Life & Medical Tailor Made Plan)
1a. Group Life - Corporate Life Insurance Application Form (Please refer to Form [C1) [SAMPLE] / 1b. Group Medical - Liberty Flex Corporate Medical Application Form (Please refer to Form [L1]) [SAMPLE] / 1c. Group Promedico - Liberty Pro Corporate Medical Application Form (Please refer to Form [L2]) [SAMPLE]
2. ENDOEX Form (Please refer to Form [E1]) (僱員登記及資料更新表格) [SAMPLE]
3. Health Declaration Form (Please refer to Form [H1])(for Group Medical only and applicable to group of 5 employees or below) [SAMPLE]
4. Anti-Money Laundering (AML) Requirements (for Group Life only)
5. Certified True Copy of Valid Business Registration Certificate (BR)
6. Certified True Copy of Certificate of Incorporation (CI)
7. Crossed Cheque for premium, payable to "Liberty International Insurance Limited"
8. Client Agreement
9. Client Data Form
For Takeover Policy (client with existing policy)
10. Documents from previous insurer with insurer’s company logo and policyholder name:
(i) Existing Benefit Schedule with prior carrier’s logo
(ii) Transfer Member List with prior carrier’s logo
(iii) Latest 9 months claim report
(iv) Actively at work Declaration (Please refer to Form [P1]) [SAMPLE] (for Group Life only)
Liberty Policy Administration Hotline：2892 3860
Liberty Claims Hotline：2892 3809