Payment Frequency (please refer to product manual for applicable payment mode):
Monthly/ Quarterly/ Semi-Annual/ Annual
Initial Premium: At least 2 Months’ Premium for monthly payment mode
Exchange Rate: - Please refer to https://www.tahoelife.com.hk/tl/tc/customer_supports/exchange_rates/ for daily exchange rate. The exchange rate will be updated on the first business day of a month.
- Actual exchange rate is subject to the payment receipt date by Tahoe Life
Payment Method
| 1 |
Cash (HKD)
For initial and renewal policy
For payment in HKD cash at Dah Sing Bank
For payment in USD cash at Dah Sing Bank |
At Tahoe Club (TST)
- Maximum (per policy) US$15,000 / HK$120,000
AT Dah Sing Bank (HKD)
(A/C No. : 040-759-32100118)
- Maximum cash payment is US$25,000 / HK$200,000 per transaction.
- Please use Tahoe Life Pay-in slip and return the original green receipt
- Please state 1. policy number (if applicable) 2. broker’s code 3. name of policy owner on the Pay-in slip
At Dah Sing Bank (USD)
(only 4 branches accept deposit USD cash) |
| 2 |
Credit Card (Sale Slip)
* Sale Slip for initial premium and renewal premium |
- Visa and Master Card only
- Please state policy number or broker’s code on slips
- 1.8% credit charge is applicable
- Credit charge will be settled by the deduction of commission
- Issued by the banks in China credit limit is USD 5,000 per transaction
- NOT applicable for Single Premium Policy, Prepaid Premium, Lump Sum Investment
- Not applicable to "Brilliant Saver Protection Plan" and "Supreme Saver Protection Plan"
- Please refer to the below part "Appointed Third Party Payor" if payor is appointed third party
|
| 3 |
Personal Cheque
For initial and renewal policy |
- Payable to "Tahoe Life Insurance Company Limited"/ "泰禾人壽保險有限公司"
- Postdated cheque is not acceptable
- Company cheque is not acceptable unless policy owner submit with the related document( i.e. annual return, BR to verify the relationship with company)
- If no payor name listed on the cheque- please submit Premium Payment Declaration Form when the premium is under USD 300,000 / HKD 2,400,000
- Overseas Bank Draft- Not acceptable
- Please refer to the below part " Appointed Third Party Payor" if payor is appointed third party
|
| 4 |
TT
For initial and renewal policy |
- Credit: Dah Sing Bank
- Please state policy number , full name of policy owner , as reference to set up the TT payment instruction
- Please state (1) remitter name and address; (2) policy number and name of policyowner (please specify type of payment); (3) beneficiary name: "Tahoe Life Insurance Company Limited"; (4) beneficiary address: 19/F,1111 King’s Road, Taikoo Shing, Hong Kong; (Updated: 23 Aug 2021) (5) beneficiary bank name: "Dah Sing Bank, Limited"; (6) beneficiary bank address: G/F, 108 Gloucester Road, Hong Kong; (7) bank account number:
- All bank charges are payable by policyowner, both sides’ bank charges & other related fees will be deducted from the payment
- Please submit a copy of receipt
- If initial premium is paid by TT but no policy no. could be provided, please submit copy of TT form & TT receipt together with application form (state clearly (1) English name of policy owner & life insured (2) Payment for Initial premium of new policy on TT Instruction form
- Please refer to the below part " Appointed Third Party Payor" if payor is appointed third party
|
| 5 |
Bank Draft
For initial and renewal policy |
- If no endorsement on bank draft & payment under USD 300,000 / HKD 2,400,000, please submit with Premium Payment Declaration Form
- If no endorsement on bank draft & payment over USD 300,000 / HKD 2,400,000, please submit with 1. Premium Payment Declaration Form & 2. Payment Proof
- Please refer to the below part " Appointed Third Party Payor" if payor is appointed third party
|
| 6 |
AutoPay (Bank Account)
For Renewal Policy Only |
- Please submit Direct Debit Authorization Form
- Autopay credit card autopay is not applicable for "Brilliant Saver Protection Plan" and "Supreme Saver Protection Plan"
- From 01 Apr 2019, credit card autopay application and update credit card information are not accepted, please refer to memo for details. (Updated: 22 Mar 2019)
- Please refer to the below part " Appointed Third Party Payor" if payor is appointed third party
|
| 7 |
登入匯豐銀行網頁、使用自動櫃員機或音頻電話經繳費靈(Bill Payment)選擇銀行戶口或信用卡户口繳交保費 |
由2018年9月9曰起,客戶可登入匯豐銀行網頁、使用自動櫃員機或音頻電話經繳費靈(Bill Payment)選擇銀行戶口或信用卡户口繳交保費。詳情請見更新繳費摘要。 |
| 8 |
匯豐銀行繳交首期保費 |
由2019年2月11日起,客戶可透過匯豐銀行繳交首期保費。詳情請參考新增匯豐銀行繳交首期保費服務。 |
| 9 |
中銀香港繳交首期保費 |
由2019年12月11日起,客戶可透過中銀香港繳交首期保費。 |
- Payment Guideline [Eng] [Chi] (Updated: 23 Aug 2021)
Appointed Third Party Payor:
- Assignee
- Life Insured
- Beneficiary
- Spouse, children, brothers/sisters, grandchildren/grandparents of policyowner
(Only listed categories of third party payment will be accepted, our Company reserves the right to obtain payment/relationship proof.)
Please submit Premium Payment Declaration Form and identity proof under below conditions:
Premium Payment Declaration Form ([P1])
- If the payor’s name cannot be shown on the deposit slip and the premium / payment is paid by the Policyowner /Insured / Beneficiary / Assignee
- If any payment is made by Third Party’s Cash/ Local Cheque/ Credit Card/ China Union Pay Card/ Bank Account Transfer/ Phone Banking**/ Internet Banking**/ Telegraph Transfer or purchase Local cashier Order. (** Not applicable for premium payment of new business application)
- Payor and Sales Personnel should sign on the Premium Payment Declaration Form
Tahoe Life Brokerage Hotline:3767 9199
Email enquiry: [email protected]