FWD Group Insurance Tailor Made Plan
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
Checklist (for FWD Group Medical & Life Tailor Made Plan)
1a. Group Medical – Group Medical Application Form (Please refer to Form [G1]) / 1b. Group Life – Group Life Insurance Application Form (Tailor-made) (Please refer to Form [G2])
2a. Group Medical - Employee Data Sheet (Please refer to Form [G3]) [SAMPLE]/ 2b. Group Life - Employee Data Sheet (Please refer to Form [G4]) [SAMPLE]
3. Health Declaration Form (Please refer to Form [H1]) (for Group Medical only and applicable to group of 3 employees or below) [SAMPLE]
4. AML Form [A1] [Sample] following 4a. Anti-Money Laundering (AML) Requirements (under premium HKD8,000) [A2] (for Group Life only)/4b. Anti-Money Laundering (AML) Requirements (over premium HKD8,000) [A3] (for Group Life only)
5. Certified True Copy of Valid Business Registration Certificate (BR)
6. Certified True Copy of Certificate of Incorporation (CI)
7a. Group Medical - Crossed Cheque for premium, payable to "FWD General Insurance Company Limited" / 7b. Group Life -Crossed Cheque for premium, payable to "FWD Life Insurance Company (Bermuda) 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 existing insurer logo
(ii) Transfer Member List with existing insurer logo
(iii) Existing Claim Experience Report with existing insurer logo
(iv) HR Declaration on Actively at Work (Please refer to Form [H2]) [SAMPLE] (for Group Life only)
FWD Customer Hotline: 3123 3123
FWD Policy Administration and Claims Hotline: 2851 5511