Broker Code: 32866
Important Notice
1. With effect from 28 April 2014 (application sign date), AXA will conduct a Face-to-Face Interview for Mainland Chinese Visitors who apply for Pulsar Investment Linked Insurance Plan for all level of premium amount. (For details, please refer to "Broker Bulletin No 371 Extension of Pre-sales Service to all Pulsar MCV Client 延伸雋宇計劃客戶售前服務予所有內地訪港客戶").
2. Apart from standard illustration, client is required to sign on the 18-month premium holiday illustration (3%/6%/9%) to ensure his/her understanding of premium holiday implications.
3. In case Face-to-Face Interview or signed premium holiday illustration are not being completed within 14 calendar days from application sign date, AXA will not process the new business and premium will be refund to client.
4. For any material changes along underwriting process (e.g. change plan choice, premium amount etc), Underwriting Department will issue pending note for broker to re-arrange a Face-to-Face interview to supplement the changed area. For details workflow, please see "Workflow for MCV Pulsar Application Changes during Underwriting Process".
5. Pre-sales Service is introduced to replace Post-Sale Call arrangement.
6. AXA will not accept information change on the returned application documents (i.e. any answer on the application documents and "statement of purpose" on IFS&AD) after verification at their client centre. If AXA finds inconsistent information comparing to the information they collected and recorded at the "pre-sales interview", they have to proceed another out-bound call to the policy owner for clarification. If the process cannot be completed, AXA may require the client to come to Hong Kong to verify again in order to proceed the application. (Updated: 26 Jun 2018)
Pre-sales Service details:
1. AXA requires the following documents to be completed and presented at the time of the interview, so kindly please prepare
- - Application form
- - Needs Analysis form
- - Important Fact Statement
- - illustration (tailor made version)
- - 18 month premium paid illustration with 3% growth rate (please refer to the Sample)
- - Travel documents (entry proof) for Document Verification
- - Declaration of Insurance application
2. Document verification process and interview will all be done in AXA office (Rm 3403, 34/F, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong) by appointment only, with operating hour between Monday - Friday, 9 am - 5 pm, Saturday by appointment only.(Tel: 2519-1133 Press #5, Email: [email protected]) (Updated: 5 Nov 2018).
3. Face to Face Interview will conduct maximum 2 trials (Follow up interview/call will focus on questions with uncertain or negative answer only), kindly please refer to Face to Face Interview Script for reference.
4. For Face to Face Interview completed within 2 trials, the application can be take away by client. Consultant is required to submit the whole set of application to OnePlatform SOD within 2 working days from the date of signing. Please note for application approval, AXA also require address proof (within the last 3 months) and the Large Amount Supplement if annualise premium is over HK$1,000,000.
5. For the client is not available for Face to Face Interview, Pre-Sale Call will be conducted for maximum 4 attempts within 24 hours; if fail, AXA requests Broker to arrange a call time. Then, AXA will make a follow up interview / call to client (maximum 3 trials) on questions with uncertain or negative answer only. The Pre-Sale Call MUST be completed within 14 calendar days after sign date including take away application
AXA Customer Hotline: 25191133