Blue ConnectEasy E-submission - Blue

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Broker Code: FB1452 (Updated: 30 Aug 2024)

All Blue Product

Important Notice:

1. Effective from 30 Aug 2024, consultant with active Blue ConnectEasy account, can submit NB application through the portal.

2. All NB application should be submitted to SOD within 25 calendar days after signed.

3. E-submission NB submission workflow. Details, please refer to One Portal Memo.

4. For NB documents submitted through Blue ConnectEasy, please add remarks “E-submission” and policy number on ARCH eForm and submit internal documents to SOD counter or NB Drop Box for checking.

Checklist:

1. Client data Form

2. Client Agreement (CA form)

3. Financial Needs Analysis Form

4. Certified True Copy of Identity​​​​​​​

Supplementary Guideline:

User Guideline of Blue ConnectEasy

How to apply your login account?

  1. Send your request through Service Log (CS General) to create your individual login.
  2. The initial password will be sent to you through email.
  3. You are advised to change your default password immediately after your first login.
  4. Login ID is broker IA + License No (example: FB1452IAxxxx)

How to reset your user password?

  1. Send your request through Service Log (CS General) to reset password.
  2. The new password will be sent to you through email.

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