Important Notice
1. Assignor is the original policy owner, and assignee is the new policy owner.
2. Even the policy owner can be changed; the original life assured cannot change after the policy start.
3. The submission document must be within 14 working days from client sign date
Checklist
1. Change of Ownership Application Form ([C2])
2. Certified HKID copy (from both assignor and assignee)
With signature of consultant, printed full name of consultant
3. Declaration ([D2])
4. CS eform [from the assignee]
5. Financial Needs and Investor Profile Analysis Form ([F1])
- Please leave Section 1 blank and complete the rest with client’s signature on page 5
6. Client Agreement (CA form) (from the assignee)
7. Important Facts Statement for Mainland Policyholder ([I2]) – required with effect from 1 Sep 2016
- for details, please refer to Notice, and FAQ. (Updated: 17 Aug 2016)
8. Self-Certification Form for Individual ([S4]) (If applicable)
- An individual client will need to complete the new "Self-Certification Form for Individual if
1) he/she declares "Yes" in the Declaration relating to Automatic Exchange of Financial Account Information on application form; or 2) any of the CRS indicia listed above is found on application documents.
9. Risks Disclosure Statement - Assignment of Insurance Policy as Collateral Security for Loan ([R2]) (If applicable)
10. Address proof is not required unless it is required by FWD, or OnePortal has to conduct further verification with the client’s identity. (Updated: 4 Dec 2017)
Payment Methods
For details, please refer to 首期保費安排及續期保費繳付安排
1. 2 months premiums
2. 如以自動轉賬方式繳付續期保費繳費，請填妥並遞交Direct Debit/Credit Card Authorisation Form ([D1])
3. 如第三者繳付保費 (繳款人並非投保人或被保人), please submit Special Arrangement of Premium Payment Application Form ([S2]) and 繳款人之身分證明 / 商業登記文件副本
FWD Customer Hotline：31233123