Broker Code:9419-9419000-0371645 (Non-Columbus)
9116-9116000-0371599 (Columbus)
Important Notice
For corporate application, please refer to Customer Due Diligence on Corporate Clients for detailed requirements of OnePlatform. （Updated: 02 Jul 2020）
Company as Policy Owner and the company must be a HK registered Company
Please refer Business Insurance Guideline of Company of New Business Underwriting Manual
Checklist
(OnePlatform Internal Document and Principal Document are required to be submitted)
OnePlatform Internal Document
1. Client Data Form
2. Client Agreement (CA form)
3. Financial Needs Analysis Form
Principal Document
1. Company as Policy Owner and the company must be a HK registered Company
2. Life Insurance Application Form (LU0241) (Updated: 29 May 2014)
3. Replacement Declaration (If yes, please complete Important Facts Statement - Policy Replacement ([I19]))
4. Supplementary Statement for the Business Association Applicant/Policy Owner ([S6])
5. Address proof
- With effective from 29 February 2024, a valid address proof issued within last 3 months must be submitted (Do not accept e-Statement). For detail requirements and example of valid address proof, please refer to the MEMO and FAQ. (Updated: 10 Jul 2024)
6. Broker's Report ([B3])
7. Signed Illustration Document
8. Copy of identification document of the Applicant and Proposed Insured
(*Please refer to the below "Guidelines on Anti-Money Laundering & Counter-Terrorist Financing for New Business)
9. Initial Premium: Annual / Semi-annual / Monthly (minimum 2 months’ premium is required for monthly mode)
10. Subsequent Premium: Direct Debit Authorization/Credit Card Direct Debit Authorization(if applicable)
-
Subsequent Premium is not applicable for Single Premium Plan / Prepayment Option (1/3/5 year-pay)
11. Self-Certification Form – Entity ([S12]) OR Self-Certification Form –Controlling Person ([S13])
FAQ / Supplementary guideline
- Guideline on Anti-Money Laundering & Counter-Terrorist Financing for New Business
- For Foreign Account Tax Compliance Act, please refer to CTF Life FATCA FAQ (Updated: 2 July 2014)
- Please refer DETAIL REQUIREMENTS ON BUSINESS ASSOCIATION AS APPLICANT of Company New Business Underwriting Manual
- Underwriting Guideline for Business Insurance Application (Keyman) (Updated: 21 Mar 2025)
CTF Life Customer Hotline: 28668898