Important Notice
1. AIA forms and illustration should be submitted to SOD within 10 calendar days after sign date of client.
2. The minimum Single Premium top-up amount is USD4,000.
3. Policy number must be filled on all AIA POS Request for Change Form, otherwise, AIA will not process the request and will return the request form. (Updated: 15 Mar 2017)
4. Top up premium will not be allowed after Policy Anniversary immediately following the insured at age 71 (for Treasure Master Plus)
5. Sign Date Sequence
Checklist
(OnePlatform Internal Document and Principal Document are required to be submitted)
OnePlatform Internal Document
| 1 | Client Data Form | |
| 2 | Client Agreement | |
| 3 | Financial Needs Analysis Form |
Principal Document
| 1 | Request for Investment-linked / Universal Life Plan Services ([R11])
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| 2 | Copy(ies) of Identity document(s) with certified by Consultant – for Proposed Insured and/or Applicant (Client have to re-submit ID if no valid Copy of identification document in captioned policy)
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| 3 | Risk Profile Questionnaire ([R10]) | ||||||
| 4 | Important Facts Statement and Applicant's Declarations for Top Up applications ([I6]) | ||||||
| 5 | Source of Wealth Declaration ([S2])
For Non-Income Group (Housewife/ Student/ Retiree/ Unemployed) or Moderate and High Risk Group, details please refer Source of Wealth Checking (Updated: 12 May 2016) This form can be waived if Financial Questionnaire is completed |
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| 6 | Financial Questionnaire ([F2]) and Income proof / Asset proof
Please refer to Broker Category "Diamond" of Financial Underwriting Requirements /AML Guideline |
Non-HK Permanent Resident (Additional Documents)
1. AIA HK shall require the following identity documents of the applicant who holds a HKID card but has not obtained the Hong Kong Permanent Resident status. (Client have to re-submit ID if no valid Copy of identification document in captioned policy)
- HKID card copy and,
- A valid travel document (e.g. an unexpired international passport, Exit-entry Permit for travelling to and from Hong Kong and Macau for Official Purposes, etc). or
- A relevant national identity card bearing the individual's photograph; or
- Any government or state-issued document which certifies nationality.
For Overseas Client - Exclude PRC Client / Macau ID Holder (Additional Documents)
| Age 18 or above | Passport Copy (Information Page)
Landing slip issued by immigration Dept |
| Juvenile | Birth Certificate copy |
(Client have to re-submit ID if no valid Copy of identification document in captioned policy)
PRC ID Holder (All documents must be ready before "認證" or "i-Verify")
- Important Fact Statement for Mainland Policyholder ([I3])
- Address Proof if the correspondence address is in Hong Kong
- Age 18 or above :
1) PRC ID Card (both sides) Copy; and
2) Travel Documents: - Passport Copy (Information Page) or Copy of Exit-Entry Permit for Travelling to and from HK & Macau (Information Page) and Visa Permit; and
3) Landing slip issued by Immigration Dept.
- Juvenile : Birth Certificate copy or "戶口證明"
For age 0 – 6
1) Entry proof or
2) Waiver of Entry Proof (such as school report (within 12 months), injection record (within 12 months), etc.)
Payment Methods
1. Cheque:
The cheque must be from the policy owner bank account with the investment amount.
AIA is accepted the cheque payee name as " AIA International Limited" / "AIA Hong Kong" (updated: 18 Feb 2014)
The debit amount is in HK currency. The exchange rate (HKD / USD) can be checked in AIA's website.
2. Telegraphic Transfer (TT)
Bank: Citibank, N.A. Hong Kong Branch
Bank Address: Citibank Tower, Citibank Plaza, 3 Garden Road, Central, Hong Kong
Bank Account Name: AIA International Limited (updated: 9 May 2013)
Bank Account Nos: 006-391-17721113 (For USD remittance)
006-391-61581186 (For HKD remittance)
Switft Code: CITIHKHX
For other premium payment channels, please kindly refer to AIA website (updated: 23 Apr 2013)
Special Case
Financial Health Check Form is needed if the basic insurance plan is :
Annualized premium is HK$20,000 or above; or
Single premium is HK$200,000 or above; or
Sum insured is HK$2,000,000 or above.
If in other currency, based on exchange rates at the date of application is completed.
AIA Customer Hotline: 22328888