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 refer to SunLife Checklist for SunMaster or contact COD for other Pre-Processing Requirement.
Checklist
(OnePlatform Internal Document and Principal Document are required to submit)
OnePlatform Internal Document
1. Client Data Form
2. Client Agreement(CA form)
Principal Document (for SunMaster Group Life & Medical Package Plan)
1. Group (Life / Medical) Insurance Application Form
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Application Form for SunMaster Employee Benefits - Group Life Insurance Program (Please kindly refer to Form [A1])
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Application Form for SunMaster Group Medical Package (Please kindly refer to Form [A2])
2. Attached to and forming part of Application Form – Company Authorization (Please kindly refer to Form [C1])
3. Attached to and forming part of Application Form - Company Declaration on Shareholders / Directors / Partners / Owner Information (Please kindly refer to Form [C2])
4. Crossed Cheque for premium, payable to "Sun Life Hong Kong Limited"
5. Certified True Copy of Valid Business Registration Certificate (BR)
6. Certified True Copy of Certificate of Incorporation (CI)
7. Certified True Copy of HKID card / Passport of the authorized persons in the Company Authorization
8. Declaration of Insurability for Group (Life/ Medical)
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Declaration of Insurability - Group Life Insurance Program (Please kindly refer to Form [D1])
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Declaration of Insurability (Please kindly refer to Form [D2])
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To be completed by each employee (no need to complete this form for cases with 11 employees or above)
9. Report of New Employee(s)/Dependent(s) (Please kindly refer to Form [E1]) (Updated: 11 April 2016)
Sun Life Customer Hotline：21038928