New Application - Chubb

Broker Code：190082​​​​​​​

NF2F Update: Hong Kong Insurance Authority(IA) announced that the non-face-to-face sales process has ceased after 30 April 2023, a one month transitional period (e.g. 1 May to 31 May 2023, subject to provider) will therefore be provided to allow sufficient time for provider to complete the underwriting process. (Updated: 03 May 2023)

Product List:

Important Notice  

1)    The application form (HK case) needs to be submitted to OnePlatform within 10 calendar days after sign.

2)    The application form (PRC case) needs to be submitted to OnePlatform within 5 calendar days after PRC verification. (Updated: 23 Aug 2016)

3)    Nationality HK resident & Non-HK resident applicant

4)    Currency – USD/HKD only

5)    The exchange rate is fixed at US$1.0000=HK$7.8000

6）  All applicants (except *vulnerable customers) of new applications signed on or after 1 Jan 2017 must provide email address. (Updated: 29 Dec 2016)

7)    Super Care Critical Illness Protector: Max face amount for CI is USD 1,250,000. The CI amount includes all CI coverage already acquired or being applied in Chubb. If the proposed Insured are non-income group, the maximum per life limit for CI Coverage is US$300,000, or up to the CI coverage of his/her spouse or parents whichever is higher.

8)   Combo 370: Max face amount for CI is USD 1,500,000. The CI amount includes all CI coverage already acquired or being applied in Chubb. If the proposed Insured are non-income group, the maximum per life limit for CI Coverage is US$300,000, or up to the CI coverage of his/her spouse or parents whichever is higher.

9)  Chubb Life products are generally applicable to Indonesia, Japan, Taiwan, Thailand, China ("PRC"), France, India, Macau, Malaysia, Vietnam, Singapore, United Kingdom (“UK”) and New Zealand only.

（* Vulnerable customers: customers i) over 65 years of age; ii) whose education level is “primary level” or below; or iii) who has no regular source of income）

 10) All samples provided in OnePortal are for REFERENCE only, consultant must fill in all forms with client’s latest information provided. The reference products recommended should be on OnePlatform’s shelf by the time you make the recommendation. No same provider’s products should be recommended unless there are no other suitable products from other providers. (Updated: 19 Nov 2019)

Checklist

(OnePlatform Internal Document and Principal Document are required to be submitted)

OnePlatform Internal Document 

1. Client Data Form 

2. Client Agreement (CA form) 

3. Financial Needs Analysis Form (Note: Case will be rejected if Total Affordability is over 50%) (Updated: 16 May 2024 )

• Sample of Chubb Future Achiever Savings Plan​​​​​​​ (Updated: 23 Aug 2022)
• Sample of MyGolden Cancer Protection Plus (Updated: 21 Feb 2023)
• Sample of Supreme Life Insurance Plan (Updated: 07 Mar 2023)
• Sample of Gold Fortune Deferred Annuity Plan (Updated: 11 Dec 2023)  
• Sample of Chubb MyLegacy Insurance Plan III (Updated: 21 Feb 2024)
• Sample of Daily Guardian Refundable Personal Accident Plan  (Updated: 21 Feb 2024)
• Sample of Forever Diamond Plan II (Updated: 6 May 2024)
• Sample of Chubb VHIS – Prime Plan (Updated: 8 Aug 2024)
• Sample of Chubb Supreme Life Insurance Plan II (Updated: 12 Aug 2024)
• Sample of Chubb Smart Sight Universal Life Plan (Updated: 15 Jan 2025)
• Sample of Silver Life Insurance Plan (Updated: 22 Jan 2025)
• Sample of Chubb Future Achiever Savings Plan II (Updated: 10 Mar 2025)
• Sample of Serene Care Critical Illness Protector (Updated: 14 Mar 2025)

Principal Document  (NB Checklist) (Updated: 16 Jan 2025)                                    

Hong Kong Resident 

1) Application For Life Insurance([A5])

- Sample for Chubb Assured Medical Series (Updated: 02 Nov 2020)

- Sample for Embrace Care CI (CID/CCD) Application (Updated: 06 Nov 2020)

- Sample for Forever Diamond (FDL) Application (Updated: 06 Nov 2020)

- Sample for Forever Diamond (FDR/FDA) Application (Updated: 06 Nov 2020)

- Sample for Platinum Plus (PP) Application (Updated: 06 Nov 2020)

2)  ID Copy (consultant needs to certified True Copy)

3)  Illustration

If apply Easy Premium Saver (UCSP) for prepayment purpose, 2 sets of illustration are required. One for basic plan and another for Easy Premium Saver (UCSP)

4)  Payment Method

5)  Premium Payment Declaration Form ([P1]) / Financial Questionnaire ([F1]) -  (New Business applications signed on or after 1st Jun 2018)

    Please complete “Premium Payment Declaration Form” if total premium amount greater than US$10,000. More details please refer to Enhancement on Customer Due Diligence (CDD) and Enhanced Customer Due Diligence (EDD) requirements (Updated: 11 Aug 2020)

For completion requirement, please refer to the Application For Life Insurance - Notes for Completion(NB116). (Updated: 14 Sep 2018)

​​​​​​​​​​​​​​[Product Mapping Table] (The product mapping table is for reference only. Please only recommend products which are on shelf at the time you make the recommendations.) (Updated: 31 Oct 2018)

6)  Amendment of Application ([A2]) for any supplementary information with client's sigature

7)  Financial Needs Analysis  ([F2]) Guideline [English] [Chinese] (Updated: 29 Mar 2021)  As OnePlatform FNA is a must form for new application and it is also accepted by Chubb Life, so it’s not a must to submit Chubb Life FNA form at the same time.

8) Registration Of Family Members For Embrace Care Critical Illness Protector ([R7])

9)  Address proof is not required unless it is required by Chubb Life, or OnePlatform has to conduct further verification with the client’s identity. (Updated: 24 Oct 2017)

10) Voluntary Health Insurance Scheme (VHIS) Specified Relative Declaration Form (NB390) ([V1]) (required if the insured is applicant’s child / parent / grandparent / sibling / spouse’s parent / spouse’s grandparent / spouse’s sibling)

 11) “Easy Premium Saver” Calculator (Only applicable if applying Easy Premium Saver) (Updated: 26 Aug 2019)

12) Request for Financial Services Form ([R10]) (Applicable if applying Easy Premium Saver)

13) Important Facts Statement - Policy Replacement ([I8]) [Guideline](Updated: 26 Apr 2021)

14)  Supplement of New Application for Policy (Simply Underwriting)  [S6]  for "The One Accident Protector" and "Accident Guard Plan" (Updated: 26 Aug 2021)

15) Application Supplement For“The ONE” Accident Protector Free Family Accidental Protection (Family Accident Protection Registration Form) [A6] for “The One Accident Protector” (Updated: 26 Aug 2021)

PRC Resident or Non- Permanent Hong Kong Resident (Additional documents)

 Non-Permanent Hong Kong Resident

Applicant must provide at least one of the below:

1) Valid travel document (e.g. an unexpired international passport); or

2) Relevant national (i.e. government or state-issued) identity card bearing the individual’s photograph; or​​​​​​​

3) Any government or state-issued document which certifies nationality

For PRC Resident Only

1) Passport with photo page (consultant & client need to certify the True Copy)

2) HK Entry Proof (consultant & client need to certify the True Copy)

3)  Application Supplement For Critical Illness/ Cancer/ Hospital Personal Accident Plan ([A4])is required to be signed by the client

4)  Important Facts Statement for Mainland Policyholder (IFS-MP) ([I1])

5)  Financial Questionnaire ([F1]) This is required if the total sum insured of Life & CI is above USD500,000.

6)  PRC clients can have identity verification in Chubb’s office or Medifast’s office. NB146 Form ([R8]) has to be submitted if verification is done in Medifast’s office. 

​​​​​​​

(Additional documents if applicable)

Medical Underwriting Requirement

Requirement & Limit (Updated: 20 Aug 2015)

Life

Medical

Underwriting Manual for International Life Business (Updated: 29 Apr 2020)

FAQ / Supplementary guideline

• New Business (NB) Operations Manual (Eng) / (Chi) (Updated: 13 Mar 2025)
• Definiation (updated: 20 Aug 2015)
• Panel Doctor Medical Center and Laboratory List (Updated: 13 Mar 2025)
• PRC Business NB Operation Manual (Updated: 29 Apr 2020)
• eService User Guide  (Updated: 1 Dec 2017)
• Enhancement on Customer Due Diligence (CDD) and Enhanced Customer Due Diligence (EDD) requirement（Updated: 22 Apr 2020)

​​​​​​​Chubb Life (ACE) Customer Hotline：28949833