Skip to main content

Literature library

Filter

Category
Literature type

OCIB Dealing Instruction form

  • Type: pdf
  • Ref: 19307
  • Published: 22/11/2021

Change of Nominated Financial Adviser for OCIB

  • Type: pdf
  • Ref: 19308
  • Published: 22/11/2021

OCIB Fund List

  • Type: pdf
  • Ref: 19234
  • Published: 22/11/2021
This document shows the funds that are currently available for investment for the Offshore Collective Investment Bond.

OCIB Remuneration Guide

  • Type: pdf
  • Ref: 19088
  • Published: 22/11/2021
This guide provides details of the remuneration options available for the Offshore Collective Investment Bond (OCIB).

Data Subject Access Rights Request

  • Type: pdf
  • Ref: 18031
  • Published: 22/11/2021
Use this form to request a copy of the personal information we hold about you.

Executive Redemption Bond Terms – PRIIPS

  • Type: pdf
  • Ref: 14492
  • Published: 24/11/2021
The policy terms for the Executive Redemption Bond – PRIIPs

IFS for mainland policyholder

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

Death Claims OCIB

  • Type: pdf
  • Ref: 11595
  • Published: 22/11/2021

OCIB – Summary of requirements

  • Type: pdf
  • Ref: 11150
  • Published: 22/11/2021

MSPA (HK) top up application form

  • Type: pdf
  • Ref: 11132
  • Published: 27/04/2022
Please use this application form if your clients wish to top up their Managed Capital Account, Managed Savings Account or Managed Pension Account.