Important Notes:
The old proposal system Integrated Financial Expert ("IFE") has been decommissioned in Aug 2022.
Proposal System: SMART
Please use your FWD code to login, i.e. the same username and password as FWD Portal.
Click HERE to view more details on the new proposal system.
Click [ENG / CHI] to download the user guide of "SMART".
FWD Portal
FWD Portal is a new system for consultants to generate illustration, obtain product information / forms, access client's information* and NB pending memo*
URL: https://irisplus.fwd.com.hk
Click HERE to download the Quick Start Guide of FWD Portal.
* To access your client's information and NB pending memo, you must write your FWD individual code on the application form. This function is available for new policy only.
How to apply your login account?
- Create CS-General Service Log (Department = CS-General, Service Subject = Provider Website).
- Please indicate the name of insurance provider (i.e. FWD Life Insurance) in the service log.
- If you have forgotten your login ID, please send a CS-General Service Log. (Updated: 12 Apr 2024)
How to reset your password?
- Click on the "Click here to reset password" link in the login page.
- Input your login ID, then click on the "Submit" button.
- Input your registered email address, then click on the "Submit" button.
FWD Customer Hotline：3123 3123