Important Notice
1. All the form details must be filled in ENGLISH.
2. For cut off time, please refer to the Cut-off time table
Checklist
1. Application For Change / Policy Payment (Investment-Linked Policy) [A2]
2. Client Data Form
3. Financial Needs Analysis Form
4. Submit identity / passport document copy of the policy owner / beneficial owner / assignee(s)
If it has not been submitted previously (updated: 26 Mar, 2012)
5. For non-HK residence case, both the policy owner / assignee and the consultant are required to sign on the certified true copy of the supporting documents. (updated: 17 May, 2012)
6. Client Agreement (CA form)
9. Important Facts Statement and Applicant's Declarations (Updated: 14 Sep 2017)
– Important facts statement and applicant's declarations for TOP UP applications [Alpha] [Chi] [Eng] [I1]
– Important facts statement and applicant's declarations for TOP UP applications [Matrix] [Eng] [I2]
10. Financial Need Analysis Form [Chi] ([F3])
11. Important Facts Statement for Mainland Policyholder ([I6]) – PRC ID cardholder
12. Risk Profile Questionnaire [R2]
13. Address proof is not required unless it is required by Manulife, or OnePlatform has to conduct further verification with the client’s identity. (Updated: 13 Dec 2017)
Payment Methods
1. Cheque
Currency: in HKD or USD
The exchange rate of US$ to HK$ is 7.8
Payee: Manulife
2. Bank Draf
Manulife Customer Hotline: 21081188 / 25103941