New Application - Life - Well Link

Broker Code: B00179

Product List: Please refer to product library for latest information

Important Notice:

2. All forms must arrive Well Link office as stated below and at least two business days before the deadline to OWM:
   • For non-PRC client: within 30 calendar days from illustration print date.
   • PRC client: within 7 calendar days from illustration print date for application with verification process.
3. All samples provided are for REFERENCE only, TR must fill in all forms with client’s latest information provided. The reference products recommended should be on OWM'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.
4. For consultant own case, please be reminded that the certification is required to be signed and conducted by another consultant.
5. Exchange rate (for payment) is available at Well Link website https://www.wli.com.hk/tc/service/exchange-rate
6. Exchange rate of sum Insured calculated in FNA: USD1 = HKD8; RMB1 = HKD1 (Updated: 17 Jun 2024)

Check List:

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

OnePlatform Internal Documents:

1. Client Data Form
2. Client Agreement Application Form ​​​​​​​ (CA Form)
3. Financial Needs Analysis Form
   • Sample of Well Enjoy Deferred Annuity Plan Supreme 2 (Update Date: 14 Dec 2023)
   • Sample of Well Save Annual Coupon Plan 3 (Updated: 20 Sep 2024)
   • Sample of Well Save 5-year Bonus Plus 2 (Updated: 27 Jan 2025)
   • Sample of Target Saving Pro (Updated: 15 May 2025)
   • Sample of Well Enjoy Deferred Annuity Plan (Enrich) (Updated: 22 Jan 2026)

Principal Documents:

HK Applicants - Permanent HKID

2.  Life Insurance Application Form (Simplified Underwriting) [L1]
   • Application Form Sample of Well Save Annual Coupon Plan 2 (Single Premium) (Updated: 04 Jun 2024 )
   • Application Form Sample of Well Save Annual Coupon Plan 2 (MCV client)
   • Application Form Sample for Well Enjoy Deferred Annuity Plan (Supreme) 2 (Update Date: 22 Jan 2024)
3. Illustration
4. Payment Slip ([P1])& Payment Proof
5. Insurance Intermediary’s Report ([I2])
6. Well Link Financial Needs Analysis Form ([F1]) [Sample] (Updated: 17 Jun 2024 )
7. Replacement Declaration Form (If applicable)([R2])
8. Supplementary Form (If applicable)([S1])
9. Important Facts Statement – Policy Replacement (If applicable)([I5])
10. Supplement for FNA addition questions for Part IV (Updated: 08 Apr 2026) -submit with new business documents to supplement new questions about FNA before Well Link updated their system, please make sure the sign date must same as FNA sign date. (Updated: 08 Apr 2026)

Additional documents required for mainland China residents

1. Important Facts Statement for Mainlander Policyholder (IFS-MP)([I4])
2. Certified True Copy of Valid travel document/ Passport copy with the page of personal particulars/ID card issued from country of origin/ Nationality proof on Proposed Policyholder and Insured
3. Entry Proof
4. 內地訪港旅客投保認證確認聲明書 (Verification by Broker)([D5])
5. 遺失入境紙申報表 (Optional)([L2])

MCV Guideline

1. 內地客戶認證所需文件清單
2. 內地客戶認證預約表格 (指定地點)
3. 內地訪港旅客投保認證程序（BKG）- 親臨指定客服中心
4. 指定地點及相關聯絡人資料

Underwriting Requirement

Operations Guidelines Manual

Remarks: BEA bank account is no longer valid with effect from 1 January 2025. Premium payment transfer will only be accepted via DBS account.

Payment Method

1. Payment Instructions (Updated: 29 Jul 2025)
2. Notice of Submitting Payment Proof
3. Premium Payment Guideline (Updated: 12 Nov 2025) and Attachment (Updated: 6 Nov 2025)

          Remarks: BEA bank account is no longer valid with effect from 1 January 2025. Premium payment transfer will only be accepted via DBS account. (Updated: 6 Jan 2025)