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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

Wealth management plan – Endorsement request

  • Type: pdf
  • Ref: 12224
  • Published: 22/11/2021
Section 520 (2) Income Tax, Trading and Other income Act (ITTOIA) 2005

Request to change tier (WMP)

  • Type: pdf
  • Ref: 11148
  • Published: 22/11/2021
For use in Hong Kong and the WMP only

Affordability Declaration (Bilingual)

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

WMP important facts statement (Chinese)

  • Type: pdf
  • Ref: 10539
  • Published: 22/11/2021

Asset transfer form – Wealth Management Plan

  • Type: pdf
  • Ref: 10540
  • Published: 22/11/2021