New Application - ILAS - Manulife

Regular Savings

Alpha [Product closure on 31 Dec 2014]     

Single Premium

Skyline (CIES) [Product closure on 24 Jan 2020] 

Manulife Investment Plus [Product closure on 30 Apr 2023]

Manulife Investment Plus 2 (Launch Date: 30 Jun 2023)

(For same and opposite gender)

1

Client Data Form

2

Client Agreement (CA form)

3

FNA Sample – Manulife Investment Plus 2 (Updated: 30 Jun 2023)

• Manulife Investment Plus 2([M11])

• If client declare "Yes" under section of "Identifying Third-Party Interests", please submit Third Party Interests Form ([T1])’
• Min. 10% per investment choice up to max 10 funds can be chosen

Using new platform “Quick Quotation” to generate proposal for new products launched on or after 2 March 2023.(Updated: 10 Mar 2023)

If the proposal is generated through Offline Comprop Proposal System, only the 2nd copy of proposal will display signature area for policyholder and insurance intermediary. “Company Copy” logo will be displayed on the footer area of the 2nd copy. All pages with “Company Copy” logo should be submitted. As usual, only Proposal Summary pages are bind into policy contract. (Updated: 13 Jan 2021)

3

Address proof

Please see the Memo. (Updated: 05 Jul 2022)

4

Nationality Proof (if any)

This requirement is effective for new insurance application submitted on or after 1 January 2020.

If the identity document provided by individual client is different from the declared nationality, a valid national identity card/unexpired passport or document issued by government body will be required.

5

 Payment

8

Important Facts Statement And Application‘s Declarations For ILAS ([I9])

Risk Profile Questionnaire ([R2])

1. The sum of the monthly premium of new application for regular premium product and the monthly premium of existing in force policies at Manulife should NOT be greater than 50% of customer’s declared gross income (Rule 1)

2. If Rule 1 exceeds 50%, the exceeding portion of any existing policy’s premium from Rule 1 plus the liquid asset used for paying premium towards the new application should NOT be greater than 50% of customer’s declared total liquid asset (Rule 2)

3. The exceeding portion of any existing policy’s premium from Rule 1 plus the liquid asset used for paying premium towards the new application and all outstanding liabilities (excluding mortgage loan) should NOT be greater than the customer’s declared total liquid asset (Rule 3) (Updated: 25 Jul 2023)

Residential Questionnaire ([R1])

• Only applicable for residing or working outside Hong Kong or the current residential address for more than 6 months per year
• Residency Underwriting Guideline [CHI] / [ENG] (Updated: 7 Aug 2024)

Financial Questionnaire ([F1])

13

Technical Representative (TR) Registration

• If the consultant has TR code, no further registration is required.
• If the consultant has not TR code，Please apply according to the Guideline, and remark the date of the application in the blank space of NB application with pencil.(Updated: 30 Apr 2021)

14

Important Facts Statement - Policy Replacement  [I4]

(Updated: 15 Apr 2021)

if applicable

(If any answer is “Yes” or “Not yet decided” for policy replacement declaration on the Application Form)

• Financial Intermediary Agreement – Capital Investment Entrant Scheme (2 copies with original signature)
• Copy of Notice for CIES Reference Number (If any)
• Copy of Notice for Approval-in-Principle (AIP) (if any)
• Copy of Notice for Formal-Approval (FA) (if any)

FOR CAPITAL INVESTMENT ENTRANT SCHEME (“CIES”) APPLICATION

This part is only applicable to the Skyline policyowner who:

1. ) Apply for Capital Investment Entrant Scheme; and
2. ) Appoint Manulife as Financial Intermediary;  and
3. ) Policyowner MUST invest not less than HK$10 million single premium (net of administration fee) in Skyline policy; and
4. ) Skyline policy has to be the policyowner’s ONLY investment for CIES purpose

Valid copy of Policyowner's travel document

• Only applicable for residing or working outside Hong Kong or the current residential address for more than 6 months per year
• Residency Underwriting Guideline [CHI] / [ENG]

Valid copy of Policyowner's travel document

Application sign date must before or on the date of  “permitted to remain until”

• PRC identity card holder
• China passport (issued at overseas) holder

• Only applicable for residing or working outside Hong Kong or the current residential address for more than 6 months per year
• Residency Underwriting Guideline [CHI] / [ENG]

a. By M-mobile MCV client verification in Quick Quotation [M-Mobile MCV client verification – “Quick Quotation” User Guide] (Updated: 10 Mar 2023)

- Sign date must be the same as M-mobile date - Must provide the MCV reference number.

b. Visit designated Customer Service Centre (MSC or MBC)

- Photo with M-mobile is not required - Must complete the part of internal use for verification at service centre and witnessed by Manulife staff

Note: The MCV process can be conducted at Manulife Supreme Club(MSC) - Manulife Supreme Club Meeting Room Reservation Form (Updated: 21 Apr 2017)

Manulife Supreme Club Address:

尖沙咀廣東道100號彩星集團中心21樓(Apple Shop樓上)

• At MSC, Manulife staff will authenticate the policy holder, endorse on the new MCV001 form, and collect the application and other documents.
• Consultant should make copy of all the NB document before MSV, then submit full set of NB document + OnePlatform​​​​​​​ internal form + Client Data Form to BPD.

-If the MCV customer lost his/ her landing slip and should be co-signed by ASC /MBC /MSC staff at MFC/ MT/ TH

-Forms should be obtained at the centres only

-The application form should be signed on the same date

7

MCV003 - MCV Customer Declaration / Authorization Form ([M7]) (if applicable)

- It should be signed by the policyowner