Top Up - Regular Premium - AIA

By /

Important Notice

1. AIA forms and illustration should be submitted to SOD within 10 calendar days after sign date of client.

2. Policy number must be filled on all AIA POS Request for Change Form, otherwise, AIA will not process the request and will return the request form. (Updated: 15 Mar 2017)

3. Sign Date Sequence

Checklist

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

OnePlatform Internal Document

1 Client Data Form
2 Client Agreement
3 Financial Needs Analysis Form

Principal Document

1 Request for Investment-linked / Universal Life Plan Services ([R11])

  • In Part A Q2, be reminded that the "Investment Allocation" total MUST be 100%.
2 Copy(ies) of Identity document(s) with certified by Consultant – for Proposed Insured and/or Applicant (Client have to re-submit ID if no valid Copy of identification document in captioned policy)

Age 18 or above (Permanent ID) HK ID copy
Age 18 or above (non-Permanent ID) HK ID copy

Passport or National ID card copy
Juvenile HK ID copy or Birth Certificate copy
3 Risk Profile Questionnaire ([R10])
4 Important Facts Statement and Applicant's Declarations for Top Up applications ([I6])
5 Source of Wealth Declaration ([S2])

For Non-Income Group (Housewife/ Student/ Retiree/ Unemployed) or Moderate and High Risk Group, details please refer Source of Wealth Checking (Updated: 12 May 2016)

This form can be waived if Financial Questionnaire is completed
6 Financial Questionnaire ([F2]) and Income proof / Asset proof

Please refer to Broker Category "Diamond" of Financial Underwriting Requirements /AML Guideline

Non-HK Permanent Resident (Additional Documents)

1. AIA HK shall require the following identity documents of the applicant who holds a HKID card but has not obtained the Hong Kong Permanent Resident status. (Client have to re-submit ID if no valid Copy of identification document in captioned policy)

  • HKID card copy and,
  • A valid travel document (e.g. an unexpired international passport, Exit-entry Permit for travelling to and from Hong Kong and Macau for Official Purposes, etc). or
  • A relevant national identity card bearing the individual's photograph; or
  • Any government or state-issued document which certifies nationality.

For Overseas Client - Exclude PRC Client / Macau ID Holder (Additional Documents)

Age 18 or above Passport Copy (Information Page)

Landing slip issued by immigration Dept
Juvenile Birth Certificate copy

 (Client have to re-submit ID if no valid Copy of identification document in captioned policy)

PRC ID Holder (All documents must be ready before "認證" or "i-Verify")

1) PRC ID Card (both sides) Copy; and

2) Travel Documents: - Passport Copy (Information Page) or Copy of Exit-Entry Permit for Travelling to and from HK & Macau (Information Page) and Visa Permit; and

3) Landing slip issued by Immigration Dept.

  • Juvenile : Birth Certificate copy or "戶口證明"

For age 0 – 6

1) Entry proof or

2) Waiver of Entry Proof (such as school report (within 12 months), injection record (within 12 months), etc

Payment Method

1. Direct Debit

e-BankIn and Direct Debit Authorisation For Bank Account Application ([E1])

2. Credit Card Payment (updated: 10 Jan 2013)

Types of Credit Card Bank Name Charges and Borne by
Via Credit Card slip China Construction Bank (Asia) <CCB> No charges
Other than CCB Visa / Master Card 2% (initial premium) and 3% (renewal premium) and bear by OnePlatform
Other than CCB UnionPay Card 1.5% for both initial and renewal premium and bear by OnePlatform
Via Credit Card Autopay Form China Construction Bank (Asia) <CCB> Not accept
For traditional life products with other than CCB monthly payment mode Not accept

For other premium payment channels, please kindly refer to AIA website (updated: 23 Apr 2013)

Special Case

1. If your client chooses to pay quarterly, semi-annually or annually, the 1st payment can be paid by Cheque issued by the client payable to AIA International Limited should be attached. If the cheque is in HK currency, please check the exchange rate from AIA's website. (updated: 23 April 2014)

2. AIA Financial Health Check Form is needed if the basic insurance plan is :

  • Annualized premium is HK$20,000 or above; OR
  • Single premium is HK$200,000 or above; OR
  • Sum insured is HK$2,000,000 or above.
  • If in other currency, based on exchange rates at the date of application is completed.
  • If client is not willing to complete this form, he/she is required to declare on the "Remarks" of the form or on "Special Request" with client’s signature. (updated: 23 April 2014)
3. No trust application for AIA capital saver.

AIA Customer Hotline: 22328888

Scroll to Top