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Executive Investment Plan product brochure (Chinese)

  • Type: pdf
  • Ref: 10949
  • Published: 17/06/2022
Client brochure promoting the benefits of investing in the Executive Investment Plan. This product is available for professional investors only. This brochure is in Chinese.

Policy replacement questionnaire

  • Type: pdf
  • Ref: 21288
  • Published: 20/06/2022
Policy Replacement Questionnaire should be completed for all new application. You only need to complete the IFS-PR if you have answered “yes” or “Not yet decided” in the Policy Replacement Questionnaire.

Policy replacement questionnaire (Chinese)

  • Type: pdf
  • Ref: 21289
  • Published: 20/06/2022
Policy Replacement Questionnaire should be completed for all new application. You only need to complete the IFS-PR if you have answered “yes” or “Not yet decided” in the Policy Replacement Questionnaire.
Please use this form to confirm the tax status for Trustee and Corporate applicants.
Please use this form to confirm your clients’ country of residence for taxation.

IFS for mainland policyholder

  • Type: pdf
  • Ref: 13007
  • Published: 22/11/2021

EIP Application form (for individual PI)

  • Type: pdf
  • Ref: 10956
  • Published: 20/06/2022
Please use this application form for professional investors wishing to invest in the Executive Investment Plan. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document.

CIP/EIP important facts statement and declaration (English)

  • Type: pdf
  • Ref: 10959
  • Published: 20/06/2022
Please use this application form for professional investors wishing to invest in the Executive Investment Plan. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document.

CIP/ EIP important facts statement and declaration (Chinese)

  • Type: pdf
  • Ref: 10960
  • Published: 20/06/2022
Please use this application form for professional investors wishing to invest in the Executive Investment Plan. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document.

Affordability Declaration (Bilingual)

  • Type: pdf
  • Ref: 10967
  • Published: 29/11/2021
For completion by applicants aged 60 or above.