Broker Code：601088
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:
| Life Protection | Always Term 時時保 (Closeed on 11 Oct 2023) |
| Always Term II 時時保 II (Launch Date: 26 Sep 2023) | |
| Timely Term 合時保 | |
| Thousand Protection 千倍保 | |
| Critical Illness | Cancer Free Protection 防癌保 |
| Easy Pro 宜安保 | |
| Juvenile Protection 兒康保 | |
| Multi Critical Illness Protection 多重危疾保 (Launch Date: 7 Nov 2018) | |
| Easy Pro II 宜安保 II (Launch Date: 18 Jan 2022) | |
| Medical Plan | Easy Hospital Benefit 安心住院保 |
Important Notes:
For corporate application, please refer to Customer Due Diligence on Corporate Clients for detailed requirements of OnePlatform. （Updated: 02 Jul 2020）
- All forms must arrive Pacific Life within 14 working days (deadline) from application sign date and at least two working days before the deadline to OnePlatform.
- Client must use the same signature on Application Form and for all medical examination documents.
- Only Always Term and Cancer Free Protection are available for PRC clients.
- For application in US$, the exchange rate will be fixed at US$1.00 to HK$7.80 if payment of initial premium is in HK$.
- The checklist is for reference only. Further requirements or evidence may be needed subject to Underwriting.
- All samples provided in OnePortalare 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)
Useful Reference:
- Check List For New Business (Updated: 11 Mar 2021)
- Underwriting Guidelines (Updated: 15 Aug 2019)
- Protection Coverage Calculator [Manual] (Updated: 07 May 2020)
- Procedure for Adopting Phase 2 of the Temporary Facilitative Measures (TFM) (Updated: 17 Apr 2020)
Checklist:
(OnePlatform Internal Document and Principal Document are required to be submitted)
- OnePlatform Internal Documents
| 1 | Client Data Form |
| 2 | Client Agreement (CA form) |
| 3 | Financial Needs Analysis Form
|
- Principal Documents for Hong Kong Resident
| 1 |
(For Timely Term, Easy Pro, Juvenile Protection, Multi Critical Illness Protection, Easy Hospital Benefit,Thousand Protection)
- Sample application for Cancer Free Protection (Updated: 13 Apr 2021) |
| 2 | Initial Premium (3 month’s premium is needed for monthly payment mode) |
| 3 | Copy of Hong Kong Identify Card (both life insured & policy owner) |
| 4 | Copy of Proposal |
| 5 | Agent’s / Broker’s Report ([A7]) |
| 6 | Needs Analysis Form [F3]
|
- Principal Documents for PRC Resident
| 1 | Application for Life Insurance ([A1]) (must be signed & completed in Hong Kong) |
| 2 | Initial Premium (3 month’s premium is needed for monthly payment mode) |
| 3 | Copy of PRC Identify Card (both life insured & policy owner) |
| 4 | Valid Entry Proof (both life insured & policy owner) |
| 5 | Household Register (both life insured & policy owner) |
| 6 | Copy of Proposal |
| 7 | Agent’s / Broker’s Report ([A7]) |
| 8 | Important Facts Statement for Mainland Policyholders ([I1]) (must be signed & completed in Hong Kong by policy owner) |
- Additional forms & documents under several circumstances
| 1 | Application Supplementary Form for Cancer Free Protection ([A6])
- Compulsory for Cancer Free Protection applications |
| 2 | Direct Debit Authorization Form (DDA) ([D1])
- Compulsory for monthly and quarterly premium mode. - Credit card is NOT available for setting up DDA. |
| 3 | Important Facts Statement – Policy Replacement ([I2])
- Compulsory in case of Policy Replacement (i.e. “Yes” is ticked under Part 8 in Application Form”. |
| 4 | W-8BEN / W-8BEN-E (if applicable) |
| 5 | Financial Questionnaire ([F1])
- To be completed if total sum insured is HK$8,000,000.00 / US$1,000,000.00 or above. |
| 6 | Hazardous Activity Questionnaires
- To be completed if tick “Yes” in Part 7 Question 4 of PLA-C001 Application Form. |
| 7 | Health Questionnaires
- Separate Health Questionnaire must be completed for each one of the following diseases: iv) Digestive System Disease Questionnaire vii) Hypertension Questionnaire viii) Mental Health Disease Questionnaire ix) Obstructive Sleep Apnea Questionnaire x) Respiratory System Disease Questionnaire xi) Tuberculosis Questionnaire xii) Tumor Questionnaire |
| 8 | Medical Report
- Please submit the medical report relevant to your client health history listed in Application Form. |
| 9 | Address proof issued within 3 months (both life insured & policy owner)
- Address proof is not required unless it is required by Pacific Life, or OnePlatform has to conduct further verification with the client’s identity. |
| 10 | Self-Certification Form – Individual ([S1]) / Entity ([S2]) / Controlling Person ([S3]) (if applicable) |
Contact Information of Pacific Life:
- Customer Service Hotline: (852) 2876 0876
- Contact 1: Mr. Carden Li - (852) 2876 0885 / (852) 9675 5428
- Contact 2: Mr. Daniel He Wang - (852) 2876 0877 / (852) 6017 6030
Website: http://www.pacificlife.com.hk/