Important Notice
1. Even the policy owner can be changed; the original life assured cannot change after the policy start.
2. The submission document must be within 14 working days from client sign date
Checklist
1. CS eform [from the assignee]
2. Change of Ownership Application Form ([C2])
3. Certified HKID copy (from both assignor and assignee)
With signature of consultant, printed full name of consultant
4. Declaration ([D2])
5. Client Agreement (CA form) (from the assignee)
6. Important Facts Statement for Mainland Policyholder ([I2])
- for details, please refer to Notice, and FAQ. (Updated: 17 Aug 2016)
7. 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.
8. Risks Disclosure Statement - Assignment of Insurance Policy as Collateral Security for Loan ([R2]) (If applicable)
9. 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