Form Library

Financial Needs Analysis

E Self-Service  

Form Application

  • HK-UW-FNA-Entity
    Financial Needs Analysis Form (Applicable To Company/Entity As (Proposed) Policyholder)
  • HK-UW-FNA-IND
    Financial Needs Analysis Form (Applicable To Individual As (Proposed) Policyholder)
  • HK-UW-BrokerGFNA-Entity
    Financial Needs Analysis Form (Generic Version) (Applicable To Company/Entity As (Proposed) Policyholder
  • HK-UW-BrokerGFNA-IND
    Financial Needs Analysis Form (Generic Version)(Applicable To Individual As (Proposed) Policyholder
  • HK-UW-FNA-SAQ
    Suitability Assessment Questionnaire for Medical Insurance Product (Applicable To Medical And Critical Illness Coverage – FNA Exempted Product)
  • HK-UW-FNA-SAQ_FNA
    Suitability Assessment Questionnaire for Medical Insurance Product (Applicable To Medical And Critical Illness Coverage Submit With FNA)
  • HK-UW-PREMIUM-FINANCING
    Important Facts Statement – Premium Financing
  • HK-UW-PREMIUM-FINANCING-Bank
    Important Facts Statement – Premium Financing (Bank Version)

Financial Declaration

E Self-Service  

Form Application

Self Certification (NB)

E Self-Service  

Form Application

  • HK-UWCRS-Individual
    Self-Certification Form – Individual (For New Business Use)
  • HK-UWCRS-Entity
    Self-Certification Form – Entity (For New Business Use)
  • HK-UWCRS-CP
    Self-Certification Form – Controlling Person (For New Business Use)

Others

E Self-Service  

Form Application

  • HK-UW-WD
    Witness Declaration Form (For New Business Use)
  • HK-UW-SUPP-SP
    Supplementary Information Form
  • HK-UW-SUPP-ENTITY
    Supplementary Information Form - Applicable to Entity (Proposed)
  • HK-UW-SUPP-SHAREHOLDER
    Supplementary Information Form (Applicable to Individual Shareholder)
  • HK-UW-DC
    Disclaimer for Application
  • HK-UW-IFSPR
    Important Facts Statement – Policy Replacement
  • HK-UWIFS-MP
    Important Facts Statement for Mainland Policyholder (IFS-MP) (Chinese Only)
  • HK-UWDECLRATION
    Declaration For Using Signature Stamp
  • HK-UW-QNR-TQ
    Travel Questionnaire
  • HK-UW-QNR-JI
    Questionnaire For The Junior Insured
  • HK-UW-CN
    Health Declaration For Voluntary Health Insurance Scheme Policy 「Guard Your Health / Healthy Life Medical Insurance Plan 」
  • HK-UW-SISHQ
    Supplementary Information Form - Simplified Health Questionnaire (Applicable to Saving Plan)
  • HK-VHIS-Mig
    Application and Declaration Form for Voluntary Health Insurance Scheme (VHIS) Migration