Broker Code: 61462
Important Notice
1. Consultants must register PD Corner Access ID (individual login) before signing applications and POS forms; otherwise, AIA will not process the application. To apply access ID, please refer to OnePortal > User Guide of Portal - AIA.
2. For corporate application, please refer to Customer Due Diligence on Corporate Clients for detailed requirements of OnePlatform. （Updated: 02 Jul 2020）
Limited Company registered in Hong Kong
1. Copy of Certificate of Incorporation; and
2. Copy of Business Registration##; and
3. Copy of Resolution or Meeting Minutes of the Board of Directors to enter into insurance contracts; and
4. Copy of List of persons authorized to operate the insurance contracts and their authorized signatories; and
5. Copies of identification document(s)* of the authorized person(s).
Partnership or Unincorporated businesses registered in Hong Kong
1. Copy of the identity documents* of at least two partners; and
2. Copy of Business Registration##; orHong Kong Inland Revenue Department Business Registration Application Form 1(c); and
3. Copy of List of persons authorized to operate the insurance contract and their authorized signatories; and
4. Copies of identification document(s)* of the authorized person(s); and
5. If a copy of Partnership agreement is available, submit a mandate authorizing the opening of an account and conferring authority who will operate it.
Sole Proprietorship registered in Hong Kong
1. A copy of the identity document* for the Sole Proprietor; and
2. Copy of Business Registration##; or Hong Kong Inland Revenue Department Business Registration Application Form 1(a)
Company Listed in Hong Kong or is a subsidiary of such Listed Company
1. Copy of Certificate of Incorporation; and
2. Copy of Business Registration##; and
3. Copy of Board of Resolution to enter into insurance contract; and
4. Copy of List of persons authorized to operate the insurance contract and their authorized signatories; and
5. Copies of identification document(s)* of the authorized person(s).
Trust accounts
1. A copy of the identity documents*of the trustees, and any other person(s) exercising effective control over the trust property, the settlors and the beneficiaries; and
2. Completion of the Verification of Trust Agreement Form; and
3. If the trustees, any other person(s) exercising effective control over the trust property, the settlors or the beneficiaries, is an offshore registered company, please follow the document requirement of offshore registered company as stated below.
Offshore registered Companies
1. Certificate of Incorporation; and
2. Certificate of Incumbency (certified by qualified persons such as lawyers or accountants); and
3. Evidence document of shareholders or directors’ approval; and
4. List of persons authorized to operate the insurance contract and their authorized signatories; and
5. Copies of identification document(s)* of the authorized person(s); and
6. Memorandum and Articles of Association; and
7. A copy of the identificationdocument(s)* of
i. all principal shareholders (a person entitled to exercise or control the exercise of 10% or more of the voting rights of the company); and
ii. at least two directors, one of them should be the managing director of the company; and/or
iii. ultimate principal beneficial owner if the corporate applicant has a number of layers of companies in its ownership or have nominee shareholders (if applicable).
Remarks:
* HKID card, Passport (whole set) or Birth Certificate (for juveniles).
** Or equivalent to other currencies.
## Submitted documents are valid for one year.
AIA Customer Hotline: 22328888