Broker Code: 25828 (Updated: 04 Nov 2022)
Product List: All FWD Product
Important Notice:
1. Effective from Nov 7, 2022, consultant with active FWD portal account, can submit NB application through SMART app.
2. All NB application of Hong Kong residents should be submitted to SOD within 25 calendar days after signed.
3. E-submission NB submission workflow. Details, please refer to One Portal Memo.(Updated: 12 Jun 2025)
4. For NB documents submitted through SMART, please add remarks “E-submission” and policy number on ARCH eForm and submit internal documents to SOD counter or NB Drop Box for checking. (Updated: 11 Apr 2024)
Checklist
1. Client Data Form
2. Client Agreement (CA form)
3. Financial Needs Analysis Form
4. Certified True Copy of Identity
Supplementary Guideline:
1. How to download SMART e-application (iPad only) (Updated: 04 Aug 2023)
QR code for SMART (Updated: 04 Aug 2023)
3. SMART User Manual (Updated: 12 Jun 2025)
4. Training Video(e+learning) (Updated: 21 Apr 2023)
5. FWD FNA Sample (Updated: 12 Jun 2025)