New Application - Life - Zurich HK

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Broker Code : 1022

Product List :

Term Life Insurance Swiss Protect
  Critical Illness Swiss Care Critical Illness Insurance Plan (Launched: 05 Jan 2022)
Universal Life Swiss Fortune Universal Life Plan (Launched: 23 Jun 2023)
Swiss Fortune (Premier) Universal Life Insurance Plan  (Launched: 18 Sep 2025)

Important Notice :

  1. All the form details must be filled in ENGLISH. Chinese is acceptable for the parts of residential address and employer information.(Updated: 16 Nov 2021)
  2. Zurich only accepts application of Hong Kong residents from OnePlatform.
  3. Application will be automatically cancelled once it has been pending for the outstanding requirement for over 90 days from the application receipt date.
  4. All NB application of Hong Kong residents should be submitted to SOD within 25 calendar days after signed.All NB application of PRC residents should be submitted to SOD within 5 calendar days after signed. (Updated: 27 Feb 2023)
  5. 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.
  6. For consultant own case, please be reminded that the certification is required to be signed and conducted by another consultant. And consultant needs to submit the "Witness's Declaration".(Updated: 30 Sep 2021)
  7. Please fill the circle in full (not tick) when you select the answer.
  8. Application must fill in beneficiary section.

Checklist : 

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

OnePlatform Internal Document :

  1. Client Data Form
  2. Client Agreement Application Form ​​​​​​​ (CA Form)
  3. Financial Needs Analysis Form - ​​​​​​​​​​​​​​[Product Mapping Table]

Principal Document :

HK Applicants - Permanent HKID 

  1. Illustration
  2. Life Insurance Application Form [L1]
  3. Address proof is not required unless it is required by ZILHK, or OnePlatform for conducting further verification with the client's identity.
  4. Method of Payment Form [M1]
  5. Supplementary Form [S1] (Optional)
  6. Certified True Copy of Identity
  7. Financial Questionnaire [F1]  (when the total sum insured, including other insurance companies exceed USD$1m)
  8. Financial Needs Analysis Form (Updated: 05 Sep 2022) Guide (Updated: 18 Sep 2025)
  9. Witness's Declaration [W1] (for consultant own case only)
  10. Important Facts Statement – Policy Replacement [I1] (If applicable) (Updated: 11 Mar 2025)

Additional documents required for mainland China residents (Updated: 06 Dec 2022)

  1. Declaration for residents of mainland China
  2. Declaration for intermediaries in relation to business conducted with residents of Mainland China
  3. Important Facts Statement for Mainland Policyholders (IFS-MP) Form [I7]
  4. 投保驗證確認書 [T2]

Mainland China residents (Updated: 06 Dec 2022)

  • This applies to individual ownership only.
  • Holders of China Identity Card
  • Holders of Hong Kong Permanent ID Card who reside in China
  • Individuals who have been residing in China for more than one year
  • Xizang (Tibet) 西藏 and Xinjiang 新疆 are NOT ACCEPTED

Identity and entry proof verification for mainland China residents

1. ZOOM eSubmission

New business application, identity document and entry permit can be conducted via ZOOM as e-verification.

2. Paper submission For MCV customers: all copies of identity and entry permit of proposer and proposed insured must be verified and certified true copy with date by the licensed insurance intermediary and our Distribution Support Team in our office.

Service in our Distribution Support Team:

- Booking by email: [email protected]

- Booking by phone: Help Point Servicing Hotline at +852 3405 7201

- 25-26/F, One Island East, 18 Westlands Road, Island East, Hong Kong

- Office hours: Monday to Friday (except public holiday) from 9 a.m. and 5 p.m.

Taiwan residents 

Declaration for intermediaries in relation to business conducted with residents of Taiwan[D3]

Declaration for residents of Taiwan [D4]

Republic of Korea residents

Declaration for intermediaries in relation to business conducted with residents of the Republic of Korea [D5]

Declaration for residents of the Republic of Korea [D6]

Supplementary Guideline:

  1. IMPORTANT Note for Payment
  2. Payment Instructions
  3. Consultant Manual for New Business and Underwriting (Updated: 16 Oct 2024)

Customer Care Hotline of ZILHK: (852) 3405 7150

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