Important Notice
1. Most documents should be submitted within 26 calendar days after sign date of client.
2. OnePlatform's office address is NOT accepted as correspondence address of client.
Checklist
For address update:
1. OnePlatform's Personal Details Update Form
For joint named policies, please also write the names of all policy owners on the form with ALL policy owner's signatory. (updated on 07 Apr 08)
2. Personal details update ([P4])
3. CS eform
4. OnePlatform's office address is NOT accepted as correspondence address of client.
For name change: (updated: 20 May 2009)
1. Certified copy of the Deed Poll （改名契）
2. Certified copy of the new HKID Card
- For customers residing in Hong Kong but not holding a permanent Hong Kong Identity Card.
Both
(1) suitably certified true copies of the originals of the passport (pages bearing photo, signature and the entry chop)
If client unable to provide either one of the suitably certified true copies of the originals of the full passport and
national identification card, the client can provide the following to provie their nationalities: (Updated: 6 Jun 2012)
(a). Original of the client's signed declaration- state the reason why the client is not able to provide national ID nor
Chinese passport (which are the primary document for verification); plus
(b). a valid Permit for Proceeding to Hong Kong and Macao (commonly know as 'One-way Permit')
《前往港澳通行証》(慣稱「單程通行證」) or
(c). a valid Document of Identity 《簽證身份書》(commonly know as "DI") for visa purpose.
And,
(2) Non-permanent Hong Kong Identity card bearing photograph are needed.
3. Original client written notice
4. CS eform
5. OnePlatform's Personal Details Update Form
6. Supplemental Document-Declaration for Data Protection for Zurich International Life Limited ([S5])
Zurich Customer Hotline: 3405 7150 (for general enquiries ONLY)