Policy Servicing
EligibilityGenerally, any application for policy services (hereinafter referred to as the "Application") must be submitted by the policyholder or assignee (if applicable).
Application Channels
In-Person
Applicants may visit the Customer Service Centre in person to submit the relevant application. Original identity documents must be presented for verification at the time of application.
By Mail
Please mail the completed duly signed form(s) and the required document(s) to "Room 1802, 18/F, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong". Submission may also be made through a licensed insurance intermediary.
E Self-Service
Policyholders may access the Company's digital platforms (Customer Service Portal Mobile App or Official WeChat Account) to perform the following services independently: Change Contact Information (Change Correspondence Address, Change Contact Phone Number, Change Email Address); Change Beneficiary, etc..
IMPORTANT NOTE
1. Please ✓ the appropriate box on the application form and complete in BLOCK LETTERS.
2. The signature(s) of the Policyholder, Insured, Assignee (if applicable) and Irrevocable Beneficiary (if applicable) must be consistent with that the record in the Company and must endorse any changes or amendments in the form. Please do not sign on blank or incomplete form.
3. Applications submitted through insurance intermediaries will be processed only after the Company has received all the required documents.
4. Please complete and submit all pages of the Policy Service Application Form. The original application form must be submitted to our company for processing within 30 calendar days from the date of its signing (based on the date of receipt by our company). Late submissions will not be accepted.
5. The required supporting documents for the change requests are listed in the application form. The Company reserves the right to request additional information and documents for approval of the request.
Policy Service Application Form
| Service Items | Required Forms |
|---|---|
| Request for Policy Change (Non-Financial Related) |
| Request for Financial Service |
| Request for Change of Policy Coverage |
| Request for Change of Ownership |
| Collateral Assignment Form |
| Request for Change of Insured |
| Nomination of Contingent Owner (Chinese Version only) |
| Nomination of Contingent Owner & Interim Policy Owner (Chinese Version only) |
| Request for First-time Issue / Reissue of Policy Form |
| Payment Declaration Form |
| Direct Debit Authorization Form |
| Request for Access to Information |
| Self-Certification Form for Tax Residency - Individual Self-Certification Form for Tax Residency - Entity Self-Certification Form for Tax Residency – Controlling Person |
