New Application – Life - China Pacific Life

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Broker code: R00042​​​​​​​

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:

Retirement Live Better Deferred Annuity Plan (Fixed Term) (Shelved on 01 May 2025) Aging with Grace Deferred Annuity Plan (Lifetime)
Whole Life Eternal Love Whole Life Insurance Plan (Launched Date: 20 Jun 2022)  
Critical Illness At Peace Critical Illness Waiver of Premium Benefit (Rider) (Launched Date: 20 Jun 2022) At Ease Critical Illness Insurance Plan (Launched Date: 26 Feb 2025)

Savings

 

 Cheer Up Savings Insurance Plan (Shelved on 01 May 2024) Everlasting Treasure Savings Insurance Plan (Launched Date: 23 Feb 2023)
Everlasting Joy Savings Insurance Plan (Shelved on 29 Jun 2024) Everlasting Joy Savings Insurance Plan 2 (Launched Date: 10 Sep 2024)
Everlasting Treasure Savings Insurance Plan (Glory Version) (Launched Date: 24 Feb 2025) Gold Ruyi Savings Insurance Plan (Launched Date: 10 Jul 2025)
Life Protection Eternal Wealth Whole Life Insurance Plan (Launched Date: 11 Jan 2023) Ever-growing Whole Life Insurance Plan (Launched Date: 6 Sep 2023)
Annuity Golden Promise Annuity Insurance Plan (Launched Date: 24 Nov 2025)  
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Important Notice:

All NB application of Hong Kong residents should be submitted to OnePlatform within 25 calendar days after illustration print date.

For Mainlander application, application document and related documents must be submitted to OnePlatform within 5 calendar days counting from the application signed date.

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 service's products should be recommended unless there are no other suitable products from other providers.

For consultant own case, please be reminded that the certification is required to be signed and conducted by another consultant. 

Checklist:

Internal Document:

Principal Document:

HK Applicants - Permanent HKID 

  1. NB application Check List [N1]
  2. Insurance Application Form(Simplified Underwriting) [I1] [Sample] / Insurance Application Form (Full Underwriting)
    - Application Form Sample of Aging with Grace Deferred Annuity Plan (Lifetime) (Updated: 01 Dec 2023)
  3. Licensed Insurance Intermediary Report [L1]
  4. Illustration
  5. China Pacific Life FNA [F1] (FNA Training)
    - Sample of Everlasting Joy Savings Insurance Plan (Updated: 28 Apr 2023)
    - Sample for QDAP (Updated: 21 Nov 2023)
  6. Important Facts Statement – Policy Replacement [I2] (Optional)
  7. Supplementary Statement [S1] (Optional)
  8. Certified True Copy of Identity
  9. Consent Of Parent / Legal Guardian [C2](applicable to scenario where the insured’s grandparent is the policy owner)
  10. Simplified Underwriting Questionnaire
  11. Customer Declaration Form (applicable to Golden Promise Annuity Insurance Plan)

Non-HK resident (Additional Documents) (Updated: 07 Dec 2022)

  1. Certified copy of Permit for Travelling to and from Hong Kong and Macao / Passport / Travel Document
  2. Certified Entry Proof
  3. Important Facts Statement -- Mainland Policyholder [I4]
  4. For MCV details - TBC

Customer Service Hotline: (852) 22139002

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