**HSBC do not accept our NB submission since 30 June 2026**
OWM Cut Off Time - 26 June 2026 , 12:00nn
Product List: Please refer to product library for latest information
Important Notice:
1. A clean case under simplified underwriting and no supplementary information further sought from HSBC Life should take 8-9 working daysfrom receipt of application to policy issuance, assuming that payment is made successfully upon underwriting greenlight is given.
2. All the new applications ( Applicable for all clients, including HK residents, PRC residents and oversea residents) should be submitted to HSBC Life within 30 days from the application sign date.
3. For PRC client, HSBC Life does not require client to do verification(MCV).
4. Please ensure that the fill in format of the submitted documents are consistent. If handwriting and computer input exist within the same document, it was not accepted by HSBC. Client’s countersign is required beside every inconsistent field.
Checklist:
(Internal Document and Principal Document are required to be submitted)
| 1 | Client Data Form |
| 2 | Client Agreement (CA Form) |
| 3 | Financial Needs Analysis Form |
Principal Document:
HK Applicants - Permanent HKID
1. Application form (HSBC Voluntary Health Insurance Standard Plan / Flexi Plan Application form) (Sample)
2. HSBC Wealth Goal Insurance Plan III Application Form
- For PRC or oversea client, please fill in PRC ID no. or Foreign ID no. on the “ID Card / Birth Cert No.” column. Also, please fill in Passport or China Entry Permit no. on the “Passport No. / Others” column.
3. HSBC Life FNA (For HSBC Wealth Goal Insurance Plan III only, must submit HSBC Life FNA & OWM FNA) (FNA effective on 30 Mar 2026, version Mar 2026 sign date must on or after 30 Mar 2026)
4. Certified ID copy
5. Premium Calculator Print-out / WGIP3 Premium Calculator Print Out
6. FATCA Documents (If applicable)
7. Supplementary Declaration & Application([H3]) (If applicable)
8. IFS- Policy Replacement (If applicable)
9. Declaration for Consolidated Insurance Proposal (If Policyowner submit more than 1 NB at the same time, need to submit this form and provide all required information)
For PRC client
- Certified copy of PRC ID/passport/travel permit
- Entry Proof
- Important Facts Statement for Mainland Policyholder([I2])
Manual / FAQ