To submit a claim or make a request, simply download, complete and sign the forms you need. You can fill in life insurance forms electronically using a PDF reader, then upload them to the HSBC website. Learn more about our personalised services and hassle-free claim process.
Find claim forms related to:
- Life insurance – Death claims
- Life insurance – Major illness / female benefit / terminal illness claims
- Life insurance – VHIS pre-authorisation and claims
- Life insurance – Disability claims
- Life insurance – Hospital cash / unemployment claims
- Life insurance – HSBC One cancer coverage claims
- Life insurance – HSBC Premier Elite / HSBC Global Private Banking coverage claims
- Life insurance – HSBC Mastercard® Commercial Credit Card coverage claims
- General insurance – Accidental and health claims
- General insurance – Home and domestic helper claims
- General insurance – Mortgage claims
- General insurance – Motor claims
- General insurance – Second opinion / pre-authorisation forms
- General insurance – Travel claims
- Employee benefit claims
Claim Forms
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Death claims | Download form (PDF) | Submit form |
| Claim requests | Death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Major illness claims – Cancer | Download form (PDF) | Submit form |
| Major illness claims – Heart attack | Download form (PDF) | Submit form |
| Major illness claims – Stroke | Download form (PDF) | Submit form |
| Dementia protection claims | Download form (PDF) | Submit form |
| Female benefit claims | Download form (PDF) | Submit form |
| Terminal illness claims | Download form (PDF) | Submit form |
| Claim requests | Major illness claims – Cancer |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Major illness claims – Heart attack |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Major illness claims – Stroke |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Dementia protection claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Female benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Terminal illness claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| HSBC VHIS medical claims | Download form (PDF) | Submit form |
| HSBC VHIS Flexi Plan – Pre-authorisation form | Download form (PDF) | Submit form |
| Claim requests | HSBC VHIS medical claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | HSBC VHIS Flexi Plan – Pre-authorisation form |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Disability claims | Download form (PDF) | Submit form |
| Claim requests | Disability claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Hospital cash benefit claims | Download form (PDF) | Submit form |
| Unemployment benefit claims |
Download form (PDF) | Submit form |
| Claim requests | Hospital cash benefit claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests |
Unemployment benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Death claims | Download form (PDF) | Submit form |
| Major illness claims – Cancer |
Download form (PDF) | Submit form |
| Claim requests | Death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests |
Major illness claims – Cancer |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Death claims | Download form (PDF) | Submit form |
| Claim requests | Death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Compassionate death claims | Download form (PDF) | Submit form |
| Overseas accidental hospital cash benefit claims | Download form (PDF) | Submit form |
| Claim requests | Compassionate death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Overseas accidental hospital cash benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| AccidentSurance claims | Download form (PDF) | Mail to AXA |
| Cancer Care – Lump sum benefit claims |
Download form (PDF) | Mail to AXA |
| Cancer Care – Medical consultation and caring benefits claims | Download form (PDF) | Mail to AXA |
| Card repayment plan claims | Download form (PDF) | Mail to AXA |
| Dental claims | Download form (PDF) | Mail to AXA |
| FirstCare – Hospitalisation, advanced diagnostic imaging and surgical claims |
Download form (PDF) | Mail to AXA or drop off at a branch |
| FirstCare – Outpatient and dental claims | Download form (PDF) | Mail to AXA or drop off at a branch |
| FirstCare Plus / AXA GI WiseGuard medical insurance claims | Download form (PDF) | Mail to AXA or drop off at a branch |
| Hospitalisation and surgical claims | Download form (PDF) | Mail to AXA |
| HospitalSurance / refundable HospitalSurance claims | Download form (PDF) | Mail to AXA |
| Outpatient claims | Download form (PDF) | Mail to AXA |
| Overseas StudySurance claims | Download form (PDF) | Mail to AXA |
| Personal Accident Insurance claims (for IncomeSurance) | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Out-patient, dental and optical claims | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Hospitalisation, surgical and maternity claims | Download form (PDF) | Mail to AXA |
| Claim requests | AccidentSurance claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
Cancer Care – Lump sum benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Cancer Care – Medical consultation and caring benefits claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Card repayment plan claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Dental claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
FirstCare – Hospitalisation, advanced diagnostic imaging and surgical claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA or drop off at a branch |
| Claim requests | FirstCare – Outpatient and dental claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA or drop off at a branch |
| Claim requests | FirstCare Plus / AXA GI WiseGuard medical insurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA or drop off at a branch |
| Claim requests | Hospitalisation and surgical claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | HospitalSurance / refundable HospitalSurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Outpatient claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Overseas StudySurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Personal Accident Insurance claims (for IncomeSurance) |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Out-patient, dental and optical claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Hospitalisation, surgical and maternity claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Home Content Insurance claims | Download form (PDF) | Mail to AXA |
| LivingSurance claims |
Download form (PDF) | Mail to AXA |
| HelperShield / Helper Insurance claims | Download form (PDF) | Mail to AXA |
| Claim requests | Home Content Insurance claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
LivingSurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | HelperShield / Helper Insurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Mortgage repayment protection claims | Download form (PDF) | Mail to AXA |
| Loan repayment protection claims |
Download form (PDF) | Mail to AXA |
| Claim requests | Mortgage repayment protection claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
Loan repayment protection claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Motor accident claims | Download form (PDF) | Mail to AXA |
| Motor windscreen claims |
Download form (PDF) | Mail to AXA |
| Claim requests | Motor accident claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
Motor windscreen claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| FirstCare – Remote second opinion service form | Download form (PDF) | Mail to AXA |
| FirstCare Plus – Second medical opinion form |
Download form (PDF) | Mail to AXA |
| FirstCare / FirstCare Plus – Pre-authorisation form | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Pre-authorisation form | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Second medical opinion form | Download form (PDF) | Mail to AXA |
| Claim requests | FirstCare – Remote second opinion service form |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
FirstCare Plus – Second medical opinion form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | FirstCare / FirstCare Plus – Pre-authorisation form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Pre-authorisation form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Second medical opinion form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| TravelSurance claims | Download form (PDF) | Mail to AXA |
| Claim requests | TravelSurance claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Critical Illness | Download form (PDF) | Mail to us |
| Death Claim | Download form (PDF) | Mail to us |
| Dismemberment | Download form (PDF) | Mail to us |
| Hospital Cash Benefit | Download form (PDF) | Mail to us |
| Hospitalisation And Surgical | Download form (PDF) | Mail to us |
| Loss of Original Receipt(s) | Download form (PDF) | Mail to us |
| Outpatient Benefit | Download form (PDF) | Mail to us |
| Simplified Critical Illness | Download form (PDF) | Mail to us |
| Terminal Illness | Download form (PDF) | Mail to us |
| Total and Permanent Disability/Accidental Dismemberment | Download form (PDF) | Mail to us |
| Total Disability Extended Death Benefit | Download form (PDF) | Mail to us |
| Claim requests | Critical Illness |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Death Claim |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Dismemberment |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Hospital Cash Benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Hospitalisation And Surgical |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Loss of Original Receipt(s) |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Outpatient Benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Simplified Critical Illness |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Terminal Illness |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Total and Permanent Disability/Accidental Dismemberment |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Total Disability Extended Death Benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
To update your policies, simply download, complete and sign the forms you need. You can fill in life insurance forms electronically using a PDF reader, then upload them to the HSBC website. You can also update your policies via the HSBC HK App or HSBC Online Banking – learn more.
Find forms related to
- Life insurance – Policy cancellation / policy value withdrawal / assignment of policy
- Life insurance – Policy amendments and requests
- Life insurance – Policy loss / replacement/ reinstatement
- Life insurance – Application supporting documents
- Tax and FATCA-related forms
- General insurance – Policy amendments and requests
Policy servicing forms
| Requests | Step 1 | Step 2 | Or update via Online banking |
|---|---|---|---|
| Request for life policy surrender / cancellation | Download form (PDF) | Submit form | |
| Application for policy value withdrawal / policy loan | Download form (PDF) | Submit form | |
| Assignment of policy as collateral security | Download form (PDF) | Drop off at a branch or mail to us |
| Requests | Request for life policy surrender / cancellation |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Requests | Application for policy value withdrawal / policy loan |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Requests | Assignment of policy as collateral security |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking |
| Amendments and requests | Step 1 | Step 2 | Or update via Online banking |
|---|---|---|---|
| Change of customer information1 | Download form (PDF) | Submit form | |
| Change of beneficiary1 | Download form (PDF) | Submit form | Log on to update |
| Change of policy payment option | Download form (PDF) | Submit form | Log on to update |
| Change of premium instruction | Download form (PDF) | Submit form | |
Reprint of annual statement / annual summary / physical medical card / duplicate policy contract |
Download form (PDF) | Submit form | |
| Transfer of policy ownership | Download form (PDF) | Drop off at a branch or mail to us | |
| Change of policy benefit | Download form (PDF) | Submit form | |
| Change of HSBC Voluntary Health Insurance Flexi Plan policy benefit | Download form (PDF) | Drop off at a branch or mail to us | |
| Investment-linked products – Application for statement / reduction of regular (investment) premium | Download form (PDF) | Drop off at a branch or mail to us | |
| Change of Life Insured －HSBC Wealth Goal Insurance Plan II/HSBC Ultra Wealth Goal Insurance Plan/HSBC Eminent Goal Multi-Currency Insurance Plan/HSBC Jubilee Wealth Insurance Plan/HSBC Flourish Income Annuity Plan | Download form (PDF) | Drop off at a branch or mail to us | |
| Change of Life Insured －HSBC Health Goal Insurance Plan / HSBC Paramount Global Life Insurance Plan / Jade Global Generations Universal Life / Jade Ultra Global Generations Universal Life | Download form (PDF) | Drop off at a branch or mail to us | |
| Reissue payment | Download form (PDF) | Submit form |
| Amendments and requests | Change of customer information1 |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests | Change of beneficiary1 |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | Log on to update |
| Amendments and requests | Change of policy payment option |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | Log on to update |
| Amendments and requests | Change of premium instruction |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests |
Reprint of annual statement / annual summary / physical medical card / duplicate policy contract |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests | Transfer of policy ownership |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Change of policy benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests | Change of HSBC Voluntary Health Insurance Flexi Plan policy benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Investment-linked products – Application for statement / reduction of regular (investment) premium |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Change of Life Insured －HSBC Wealth Goal Insurance Plan II/HSBC Ultra Wealth Goal Insurance Plan/HSBC Eminent Goal Multi-Currency Insurance Plan/HSBC Jubilee Wealth Insurance Plan/HSBC Flourish Income Annuity Plan |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Change of Life Insured －HSBC Health Goal Insurance Plan / HSBC Paramount Global Life Insurance Plan / Jade Global Generations Universal Life / Jade Ultra Global Generations Universal Life |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Reissue payment |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking |
1 You can also make these updates via the HSBC HK App – learn more.
| Request | Step 1 | Step 2 |
|---|---|---|
| Lost policy declaration | Download form (PDF) | Drop at branch/ Mail to us |
| Policy replacement – important facts statement | Download form (PDF) | Drop at branch/ Mail to us |
| Policy reinstatement | Download form (PDF) | Submit form |
| Request | Lost policy declaration |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Drop at branch/ Mail to us |
| Request | Policy replacement – important facts statement |
| Step 1 | Download form (PDF) |
| Step 2 | Drop at branch/ Mail to us |
| Request | Policy reinstatement |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Application documents | Step 1 | Step 2 |
|---|---|---|
| Additions, amendments or corrections for health, travel, financial and occupation-related information | Download form (PDF) | Submit form |
| Declaration for Japanese nationals; change or correction of personal details, address, contact number and premium payment information | Download form (PDF) | Submit form |
| Application documents | Additions, amendments or corrections for health, travel, financial and occupation-related information |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Application documents | Declaration for Japanese nationals; change or correction of personal details, address, contact number and premium payment information |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Requests | Step 1 | Step 2 |
|---|---|---|
| Active non-financial foreign entity declaration | Download form (PDF) | Drop off at a branch or mail to us |
| Controlling person and tax residency self-certification | Download form (PDF) | Drop off at a branch or mail to us |
| Explanation of a US address | Drop off at a branch or mail to us | |
| Entity tax residency self-certification | Download form (PDF) | Drop off at a branch or mail to us |
| Individual tax residency self-certification | Download form (PDF) | Submit form |
| Non-profit organisation declaration | Download form (PDF) | Drop off at a branch or mail to us |
| Requests | Active non-financial foreign entity declaration |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Controlling person and tax residency self-certification |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Explanation of a US address |
| Step 1 | |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Entity tax residency self-certification |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Individual tax residency self-certification |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Requests | Non-profit organisation declaration |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Amendments and requests | Step 1 | Step 2 |
|---|---|---|
| AXA GI WiseGuard Medical Insurance Plan amendment | Download form (PDF) | Mail to AXA |
| Change of direct debit claims payment authorisation | Download form (PDF) | Mail to AXA |
| FirstCare / FirstCare Plus / Medical insurance amendment | Download form (PDF) | Mail to AXA |
| General insurance amendment request | Download form (PDF) | Mail to AXA |
| General insurance and medical insurance cancellation request | Download form (PDF) | Mail to AXA |
| HelperShield / Helper Insurance amendment request | Download form (PDF) | Mail to AXA |
| Preferred care amendment request | Download form (PDF) | Mail to AXA |
| Third-party liability accident request | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – amendment request | Download form (PDF) | Mail to AXA |
| Amendments and requests | AXA GI WiseGuard Medical Insurance Plan amendment |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Change of direct debit claims payment authorisation |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | FirstCare / FirstCare Plus / Medical insurance amendment |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | General insurance amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | General insurance and medical insurance cancellation request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | HelperShield / Helper Insurance amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Preferred care amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Third-party liability accident request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Worldwide Elite Medical Plan – amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
Take me straight to
Product Brochures
HSBC Comprehensive Critical Illness Protection Plan
Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
HSBC Eminent Goal Multi-Currency Insurance Plan
Dec 2023 >
HSBC Family Goal Insurance Plan
Jun 2022 > Feb 2021 > Jan 2019 – Bilingual > Jan 2019 > Aug 2018 >
HSBC FirstSave Insurance Plan II
Mar 2020 >
HSBC Term Protector
Nov 2019 > Jul 2018 – Bilingual > Jul 2018 > Apr 2018 > Oct 2016 >
Goal Access Universal Life Plan (Education)
Feb 2021 > Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
Goal Access Universal Life Plan (Protection)
Feb 2021 > Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
Jade Global Generations Universal Life
Feb 2023 > Aug 2021 > Feb 2021 > Jan 2021 > Oct 2020 – Bilingual > Oct 2020 > Aug 2018 – Bilingual > Aug 2018 > Mar 2018 >
Jade Ultra Global Generations Universal Life
Feb 2023 > Aug 2021 > Feb 2021 > Jan 2021 > Oct 2020 – Bilingual > Oct 2020 > Aug 2018 – Bilingual > Aug 2018 > Mar 2018 >
Lifestyle Wealth Protection Plus
Jun 2017 >
Mortgage Protection Plan
Privileged Term Protection Plan
Feb 2021 > Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Nov 2016 >
Target Protection Plus
Jun 2017 >
WholeLife Protection Plan
Jul 2018 – Bilingual > Jul 2018 > Jan 2018 > Jun 2017 >
Rider Factsheets
Accident Death and Dismemberment Benefit for HSBC Comprehensive Critical Illness Protection Plan
Jul 2017 >
Early Stage Critical Illness Benefit (Advance Payment) for HSBC Comprehensive Critical Illness Protection Plan
Jul 2017 >
Hospital Cash Benefit for HSBC Comprehensive Critical Illness Protection Plan
Jun 2017 >
Unemployment benefit
Feb 2021 >
Policy Provisions
HSBC VHIS Flexi Plan
(This is not applicable for applications on or after 6 Feb 2023.)
Silver Plan
Gold Plan
Diamond Plan
HSBC Ultra Wealth Goal Insurance Plan
Jan 2023 >
Jade Global / Jade Ultra Global Generations Universal Life
Policy Wording
Take me straight to
User guide and useful information
Life Insurance
General Insurance
Booklets and leaflets
Take me straight to
Offers from 1 October 2024 to 31 December 2024
| Product |
Offer |
Promotional Period |
T&C |
|---|---|---|---|
| HSBC EarlyIncome Deferred Annuity Plan | Up to 4% off your premium during the first 5 years
Note: Discount of premiums is not tax deductible. |
1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Eminent Goal Multi-Currency Insurance Plan | Up to 18% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Family Goal Insurance Plan | Up to 6% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Family Protector | 67% off your first year premium (8-month premium waiver) with designated promo code | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Family Protector | [Exclusive for Well+ members] 9-month first-year premium waiver | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Family Protector | Special first-year premium discount with the code found in the latest version of PayMe app. | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Flourish Income Annuity Plan | Up to 4% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Health Goal Insurance Plan | Up to 10% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 5% off your premium during the first 5 years
Note: Discount of premiums is not tax deductible. |
1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Jubilee Wealth Insurance Plan | Up to 4% off your single premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Paramount Global Life Insurance Plan | Up to 18% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | 15% off your first-year premium with designated promo code | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | [Exclusive for Well+ members] 50% off your first year’s premium with 5-year premium payment period; or 20% off your first year’s premium with 2-year premium payment period | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Swift Save Insurance Plan | First-year premium discount in HKD and USD with designated promo code | 17 September 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Ultra Wealth Goal Insurance Plan | Up to 3% off your single premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 30% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 50% your first-year premium when you apply together with HSBC Qualifying Deferred Annuity Plans | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | [Exclusive for Well+ members] 50% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | A first-year premium waiver for eligible customers when applying for any select life insurance plan with designated premium amount (applicable to annual payment policy only) | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | Special first-year premium discount with the code found in the latest version of PayMe app. | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Wealth Goal Insurance Plan II | Up to 18% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Wealth Select Protection Linked Plan | Up to 12% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Income Goal Insurance Plan II | Up to 3% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Jade Universal Life Plans | Up to 18% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Mortgage Protection Plan | 9-month premium waiver on first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Privileged Term Protection Plan | Up to 3.5 month premium waiver on first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium discount for first-time insurance buyer | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium discount upon maturity of eligible life insurance plan | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium upon newly opened or upgraded to HSBC Premier account | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Additional 1% first year premium discount on Select insurance plans | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | [Exclusive for Well+ members] Up to $100 RewardCash by joining the challenge and taking out new eligible HSBC Life insurance plans online | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Preferential interest rate on time deposit after successfully applied for an eligible life insurance plan(s) | From 19 Feb 2024 until further notice | Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
|---|---|
| Offer |
Up to 4% off your premium during the first 5 years
Note: Discount of premiums is not tax deductible. |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Eminent Goal Multi-Currency Insurance Plan |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Goal Insurance Plan |
| Offer |
Up to 6% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
67% off your first year premium (8-month premium waiver) with designated promo code |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
[Exclusive for Well+ members] 9-month first-year premium waiver |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
Special first-year premium discount with the code found in the latest version of PayMe app. |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Flourish Income Annuity Plan |
| Offer |
Up to 4% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Health Goal Insurance Plan |
| Offer |
Up to 10% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 5% off your premium during the first 5 years
Note: Discount of premiums is not tax deductible. |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Jubilee Wealth Insurance Plan |
| Offer |
Up to 4% off your single premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Paramount Global Life Insurance Plan |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
15% off your first-year premium with designated promo code |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
[Exclusive for Well+ members] 50% off your first year’s premium with 5-year premium payment period; or 20% off your first year’s premium with 2-year premium payment period |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Save Insurance Plan |
| Offer |
First-year premium discount in HKD and USD with designated promo code |
| Promotional Period |
17 September 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Ultra Wealth Goal Insurance Plan |
| Offer |
Up to 3% off your single premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
30% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
50% your first-year premium when you apply together with HSBC Qualifying Deferred Annuity Plans |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
[Exclusive for Well+ members] 50% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
A first-year premium waiver for eligible customers when applying for any select life insurance plan with designated premium amount (applicable to annual payment policy only) |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
Special first-year premium discount with the code found in the latest version of PayMe app. |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Goal Insurance Plan II |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Select Protection Linked Plan |
| Offer |
Up to 12% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Income Goal Insurance Plan II |
| Offer |
Up to 3% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Jade Universal Life Plans |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Mortgage Protection Plan |
| Offer |
9-month premium waiver on first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Privileged Term Protection Plan |
| Offer |
Up to 3.5 month premium waiver on first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium discount for first-time insurance buyer |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium discount upon maturity of eligible life insurance plan |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium upon newly opened or upgraded to HSBC Premier account |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1% first year premium discount on Select insurance plans |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
[Exclusive for Well+ members] Up to $100 RewardCash by joining the challenge and taking out new eligible HSBC Life insurance plans online |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Preferential interest rate on time deposit after successfully applied for an eligible life insurance plan(s) |
| Promotional Period |
From 19 Feb 2024 until further notice |
| T&C |
Terms and Conditions |
Offers from 1 October to 31 December 2024
| Campaign program | Offer | Promotional Period | T&C |
|---|---|---|---|
| HSBC Life Double 11 Super Discount Offers | Get over 90% discount on first-year premium for select life insurance plans with designated promo code | 11 November 2024 – 15 November 2024 | Terms and Conditions |
| HSBC Premier Mastercard® Credit Card RewardCash offer | Earn up to an extra $6,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card | 17 June 2024 – 31 December 2024 | Terms and Conditions |
| Priority Pass One-year Membership Offer | Get up to 2 sets of Priority Pass one-year membership upon successful application of select life insurance plans at branches | 1 January 2024 - 31 December 2024 | Terms and Conditions |
| Special Maturity Recapture Program discount | Up to 15% off your first-year premium on select insurance plans upon maturity of eligible life insurance pan | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Campaign program | HSBC Life Double 11 Super Discount Offers |
|---|---|
| Offer | Get over 90% discount on first-year premium for select life insurance plans with designated promo code |
| Promotional Period | 11 November 2024 – 15 November 2024 |
| T&C | Terms and Conditions |
| Campaign program | HSBC Premier Mastercard® Credit Card RewardCash offer |
| Offer | Earn up to an extra $6,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card |
| Promotional Period | 17 June 2024 – 31 December 2024 |
| T&C | Terms and Conditions |
| Campaign program | Priority Pass One-year Membership Offer |
| Offer | Get up to 2 sets of Priority Pass one-year membership upon successful application of select life insurance plans at branches |
| Promotional Period | 1 January 2024 - 31 December 2024 |
| T&C | Terms and Conditions |
| Campaign program | Special Maturity Recapture Program discount |
| Offer | Up to 15% off your first-year premium on select insurance plans upon maturity of eligible life insurance pan |
| Promotional Period | 1 October 2024 – 31 December 2024 |
| T&C | Terms and Conditions |
Offers from 1 July 2024 to 30 September 2024
| Product |
Offer |
Promotional Period |
T&C |
|---|---|---|---|
| HSBC EarlyIncome Deferred Annuity Plan | Up to 4% off your premium during the first 5 years Note: Discount of premiums is not tax deductible. |
1 August 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Eminent Goal Multi-Currency Insurance Plan | Up to 18% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Family Goal Insurance Plan | Up to 6% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Family Protector | 67% off your first year premium (8-month premium waiver) with designated promo code | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Family Protector | [Exclusive for Well+ members] 9-month first-year premium waiver | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Family Protector | Special first-year premium discount with the code found in the latest version of PayMe app. | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Flourish Income Annuity Plan | Up to 5% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Health Goal Insurance Plan | Up to 10% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 5% off your premium during the first 5 years Note: Discount of premiums is not tax deductible. |
1 August 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Jubilee Wealth Insurance Plan | Up to 5.5% off your single premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Paramount Global Life Insurance Plan | Up to 18% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | 15% off your first-year premium with designated promo code | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | [Exclusive for Well+ members] 50% off your first year’s premium with 5-year premium payment period; or 20% off your first year’s premium with 2-year premium payment period | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Swift Save Insurance Plan | First-year premium discount in HKD and USD with designated promo code | 17 September 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Swift Save Insurance Plan | Up to 11% off your first-year premium in HKD and USD with designated promo code | 1 July 2024 – 12 September 2024 | Terms and Conditions |
| HSBC Swift Save Insurance Plan | Premium discount in the first year with the code found in the latest version of PayMe app. | 1 July 2024 – 12 September 2024 | Terms and Conditions |
| HSBC Ultra Wealth Goal Insurance Plan | Up to 4% off your single premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 20% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 50% your first-year premium when you apply together with HSBC Qualifying Deferred Annuity Plans | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | [Exclusive for Well+ members] 50% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | A first-year premium waiver for eligible customers when applying for any select life insurance plan with designated premium amount (applicable to annual payment policy only) | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | Special first-year premium discount with the code found in the latest version of PayMe app. | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Wealth Goal Insurance Plan II | Up to 18% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Wealth Select Protection Linked Plan | Up to 12% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Income Goal Insurance Plan II | Up to 3% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Jade Universal Life Plans | Up to 18% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Mortgage Protection Plan | 9-month premium waiver on first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Privileged Term Protection Plan | Up to 3.5 month premium waiver on first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium discount for first-time insurance buyer | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium discount upon maturity of eligible life insurance plan | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium upon newly opened or upgraded to HSBC Premier account | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Select insurance plans | Additional 1% first year premium discount on Select insurance plans | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Select insurance plans | [Exclusive for Well+ members] Up to $100 RewardCash by joining the 'Get insured online challenge' and taking out new eligible HSBC Life insurance plans online | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Select insurance plans | Preferential interest rate on time deposit after successfully applied for an eligible life insurance plan(s) | From 19 Feb 2024 until further notice | Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
|---|---|
| Offer |
Up to 4% off your premium during the first 5 years Note: Discount of premiums is not tax deductible. |
| Promotional Period |
1 August 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Eminent Goal Multi-Currency Insurance Plan |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Goal Insurance Plan |
| Offer |
Up to 6% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
67% off your first year premium (8-month premium waiver) with designated promo code |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
[Exclusive for Well+ members] 9-month first-year premium waiver |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
Special first-year premium discount with the code found in the latest version of PayMe app. |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Flourish Income Annuity Plan |
| Offer |
Up to 5% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Health Goal Insurance Plan |
| Offer |
Up to 10% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 5% off your premium during the first 5 years Note: Discount of premiums is not tax deductible. |
| Promotional Period |
1 August 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Jubilee Wealth Insurance Plan |
| Offer |
Up to 5.5% off your single premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Paramount Global Life Insurance Plan |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
15% off your first-year premium with designated promo code |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
[Exclusive for Well+ members] 50% off your first year’s premium with 5-year premium payment period; or 20% off your first year’s premium with 2-year premium payment period |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Save Insurance Plan |
| Offer |
First-year premium discount in HKD and USD with designated promo code |
| Promotional Period |
17 September 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Save Insurance Plan |
| Offer |
Up to 11% off your first-year premium in HKD and USD with designated promo code |
| Promotional Period |
1 July 2024 – 12 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Save Insurance Plan |
| Offer |
Premium discount in the first year with the code found in the latest version of PayMe app. |
| Promotional Period |
1 July 2024 – 12 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Ultra Wealth Goal Insurance Plan |
| Offer |
Up to 4% off your single premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
20% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
50% your first-year premium when you apply together with HSBC Qualifying Deferred Annuity Plans |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
[Exclusive for Well+ members] 50% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
A first-year premium waiver for eligible customers when applying for any select life insurance plan with designated premium amount (applicable to annual payment policy only) |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
Special first-year premium discount with the code found in the latest version of PayMe app. |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Goal Insurance Plan II |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Select Protection Linked Plan |
| Offer |
Up to 12% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Income Goal Insurance Plan II |
| Offer |
Up to 3% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Jade Universal Life Plans |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Mortgage Protection Plan |
| Offer |
9-month premium waiver on first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Privileged Term Protection Plan |
| Offer |
Up to 3.5 month premium waiver on first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium discount for first-time insurance buyer |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium discount upon maturity of eligible life insurance plan |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium upon newly opened or upgraded to HSBC Premier account |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1% first year premium discount on Select insurance plans |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
[Exclusive for Well+ members] Up to $100 RewardCash by joining the 'Get insured online challenge' and taking out new eligible HSBC Life insurance plans online |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Preferential interest rate on time deposit after successfully applied for an eligible life insurance plan(s) |
| Promotional Period |
From 19 Feb 2024 until further notice |
| T&C |
Terms and Conditions |
Offers from 1 July to 30 September 2024
| Campaign program | Offer | Promotional Period | T&C |
|---|---|---|---|
| HSBC Premier Mastercard® Credit Card RewardCash offer | Earn up to an extra $6,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card | 17 June 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Life Thankful Week | Existing policyholders get up to 83% discount on first-year premium for select life insurance plans plus a complimentary sweet treat from Godiva with designated promo code | 19 August 2024 – 31 August 2024 | Terms and Conditions |
| Priority Pass One-year Membership Offer | Get up to 2 sets of Priority Pass one-year membership upon successful application of select life insurance plans at branches | 1 January 2024 - 31 December 2024 | Terms and Conditions |
| Special Maturity Recapture Program discount | Up to 15% off your first-year premium on select insurance plans upon maturity of eligible life insurance pan | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Campaign program | HSBC Premier Mastercard® Credit Card RewardCash offer |
|---|---|
| Offer | Earn up to an extra $6,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card |
| Promotional Period | 17 June 2024 – 31 December 2024 |
| T&C | Terms and Conditions |
| Campaign program | HSBC Life Thankful Week |
| Offer | Existing policyholders get up to 83% discount on first-year premium for select life insurance plans plus a complimentary sweet treat from Godiva with designated promo code |
| Promotional Period | 19 August 2024 – 31 August 2024 |
| T&C | Terms and Conditions |
| Campaign program | Priority Pass One-year Membership Offer |
| Offer | Get up to 2 sets of Priority Pass one-year membership upon successful application of select life insurance plans at branches |
| Promotional Period | 1 January 2024 - 31 December 2024 |
| T&C | Terms and Conditions |
| Campaign program | Special Maturity Recapture Program discount |
| Offer | Up to 15% off your first-year premium on select insurance plans upon maturity of eligible life insurance pan |
| Promotional Period | 1 July 2024 – 30 September 2024 |
| T&C | Terms and Conditions |
OCC Summer Programme Lucky Draw Winners Announcement
Thank you for your participation in the OCC Summer Programme Lucky Draw which was held from 9 to 18 August 2024 (both dates inclusive). Winners will be notified through registered mail which will be sent on or before 2 September 2024.
You can find the winners list (PDF) here.
Make a claim
To submit a claim or make a request, simply download, complete and sign the forms you need. You can fill in life insurance forms electronically using a PDF reader, then upload them to the HSBC website. Learn more about our personalised services and hassle-free claim process.
Find claim forms related to:
- Life insurance – Death claims
- Life insurance – Major illness / female benefit / terminal illness claims
- Life insurance – VHIS pre-authorisation and claims
- Life insurance – Disability claims
- Life insurance – Hospital cash / unemployment claims
- Life insurance – HSBC One cancer coverage claims
- Life insurance – HSBC Premier Elite / HSBC Global Private Banking coverage claims
- Life insurance – HSBC Mastercard® Commercial Credit Card coverage claims
- General insurance – Accidental and health claims
- General insurance – Home and domestic helper claims
- General insurance – Mortgage claims
- General insurance – Motor claims
- General insurance – Second opinion / pre-authorisation forms
- General insurance – Travel claims
- Employee benefit claims
Claim Forms
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Death claims | Download form (PDF) | Submit form |
| Claim requests | Death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Major illness claims – Cancer | Download form (PDF) | Submit form |
| Major illness claims – Heart attack | Download form (PDF) | Submit form |
| Major illness claims – Stroke | Download form (PDF) | Submit form |
| Dementia protection claims | Download form (PDF) | Submit form |
| Female benefit claims | Download form (PDF) | Submit form |
| Terminal illness claims | Download form (PDF) | Submit form |
| Claim requests | Major illness claims – Cancer |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Major illness claims – Heart attack |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Major illness claims – Stroke |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Dementia protection claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Female benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Terminal illness claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| HSBC VHIS medical claims | Download form (PDF) | Submit form |
| HSBC VHIS Flexi Plan – Pre-authorisation form | Download form (PDF) | Submit form |
| Claim requests | HSBC VHIS medical claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | HSBC VHIS Flexi Plan – Pre-authorisation form |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Disability claims | Download form (PDF) | Submit form |
| Claim requests | Disability claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Hospital cash benefit claims | Download form (PDF) | Submit form |
| Unemployment benefit claims |
Download form (PDF) | Submit form |
| Claim requests | Hospital cash benefit claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests |
Unemployment benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Death claims | Download form (PDF) | Submit form |
| Major illness claims – Cancer |
Download form (PDF) | Submit form |
| Claim requests | Death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests |
Major illness claims – Cancer |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Death claims | Download form (PDF) | Submit form |
| Claim requests | Death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Compassionate death claims | Download form (PDF) | Submit form |
| Overseas accidental hospital cash benefit claims | Download form (PDF) | Submit form |
| Claim requests | Compassionate death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Overseas accidental hospital cash benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| AccidentSurance claims | Download form (PDF) | Mail to AXA |
| Cancer Care – Lump sum benefit claims |
Download form (PDF) | Mail to AXA |
| Cancer Care – Medical consultation and caring benefits claims | Download form (PDF) | Mail to AXA |
| Card repayment plan claims | Download form (PDF) | Mail to AXA |
| Dental claims | Download form (PDF) | Mail to AXA |
| FirstCare – Hospitalisation, advanced diagnostic imaging and surgical claims |
Download form (PDF) | Mail to AXA or drop off at a branch |
| FirstCare – Outpatient and dental claims | Download form (PDF) | Mail to AXA or drop off at a branch |
| FirstCare Plus / AXA GI WiseGuard medical insurance claims | Download form (PDF) | Mail to AXA or drop off at a branch |
| Hospitalisation and surgical claims | Download form (PDF) | Mail to AXA |
| HospitalSurance / refundable HospitalSurance claims | Download form (PDF) | Mail to AXA |
| Outpatient claims | Download form (PDF) | Mail to AXA |
| Overseas StudySurance claims | Download form (PDF) | Mail to AXA |
| Personal Accident Insurance claims (for IncomeSurance) | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Out-patient, dental and optical claims | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Hospitalisation, surgical and maternity claims | Download form (PDF) | Mail to AXA |
| Claim requests | AccidentSurance claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
Cancer Care – Lump sum benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Cancer Care – Medical consultation and caring benefits claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Card repayment plan claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Dental claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
FirstCare – Hospitalisation, advanced diagnostic imaging and surgical claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA or drop off at a branch |
| Claim requests | FirstCare – Outpatient and dental claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA or drop off at a branch |
| Claim requests | FirstCare Plus / AXA GI WiseGuard medical insurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA or drop off at a branch |
| Claim requests | Hospitalisation and surgical claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | HospitalSurance / refundable HospitalSurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Outpatient claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Overseas StudySurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Personal Accident Insurance claims (for IncomeSurance) |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Out-patient, dental and optical claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Hospitalisation, surgical and maternity claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Home Content Insurance claims | Download form (PDF) | Mail to AXA |
| LivingSurance claims |
Download form (PDF) | Mail to AXA |
| HelperShield / Helper Insurance claims | Download form (PDF) | Mail to AXA |
| Claim requests | Home Content Insurance claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
LivingSurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | HelperShield / Helper Insurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Mortgage repayment protection claims | Download form (PDF) | Mail to AXA |
| Loan repayment protection claims |
Download form (PDF) | Mail to AXA |
| Claim requests | Mortgage repayment protection claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
Loan repayment protection claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Motor accident claims | Download form (PDF) | Mail to AXA |
| Motor windscreen claims |
Download form (PDF) | Mail to AXA |
| Claim requests | Motor accident claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
Motor windscreen claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| FirstCare – Remote second opinion service form | Download form (PDF) | Mail to AXA |
| FirstCare Plus – Second medical opinion form |
Download form (PDF) | Mail to AXA |
| FirstCare / FirstCare Plus – Pre-authorisation form | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Pre-authorisation form | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Second medical opinion form | Download form (PDF) | Mail to AXA |
| Claim requests | FirstCare – Remote second opinion service form |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
FirstCare Plus – Second medical opinion form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | FirstCare / FirstCare Plus – Pre-authorisation form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Pre-authorisation form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Second medical opinion form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| TravelSurance claims | Download form (PDF) | Mail to AXA |
| Claim requests | TravelSurance claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Critical Illness | Download form (PDF) | Mail to us |
| Death Claim | Download form (PDF) | Mail to us |
| Dismemberment | Download form (PDF) | Mail to us |
| Hospital Cash Benefit | Download form (PDF) | Mail to us |
| Hospitalisation And Surgical | Download form (PDF) | Mail to us |
| Loss of Original Receipt(s) | Download form (PDF) | Mail to us |
| Outpatient Benefit | Download form (PDF) | Mail to us |
| Simplified Critical Illness | Download form (PDF) | Mail to us |
| Terminal Illness | Download form (PDF) | Mail to us |
| Total and Permanent Disability/Accidental Dismemberment | Download form (PDF) | Mail to us |
| Total Disability Extended Death Benefit | Download form (PDF) | Mail to us |
| Claim requests | Critical Illness |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Death Claim |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Dismemberment |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Hospital Cash Benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Hospitalisation And Surgical |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Loss of Original Receipt(s) |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Outpatient Benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Simplified Critical Illness |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Terminal Illness |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Total and Permanent Disability/Accidental Dismemberment |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Total Disability Extended Death Benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
Amend your policy
To update your policies, simply download, complete and sign the forms you need. You can fill in life insurance forms electronically using a PDF reader, then upload them to the HSBC website. You can also update your policies via the HSBC HK App or HSBC Online Banking – learn more.
Find forms related to
- Life insurance – Policy cancellation / policy value withdrawal / assignment of policy
- Life insurance – Policy amendments and requests
- Life insurance – Policy loss / replacement/ reinstatement
- Life insurance – Application supporting documents
- Tax and FATCA-related forms
- General insurance – Policy amendments and requests
Policy servicing forms
| Requests | Step 1 | Step 2 | Or update via Online banking |
|---|---|---|---|
| Request for life policy surrender / cancellation | Download form (PDF) | Submit form | |
| Application for policy value withdrawal / policy loan | Download form (PDF) | Submit form | |
| Assignment of policy as collateral security | Download form (PDF) | Drop off at a branch or mail to us |
| Requests | Request for life policy surrender / cancellation |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Requests | Application for policy value withdrawal / policy loan |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Requests | Assignment of policy as collateral security |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking |
| Amendments and requests | Step 1 | Step 2 | Or update via Online banking |
|---|---|---|---|
| Change of customer information1 | Download form (PDF) | Submit form | |
| Change of beneficiary1 | Download form (PDF) | Submit form | Log on to update |
| Change of policy payment option | Download form (PDF) | Submit form | Log on to update |
| Change of premium instruction | Download form (PDF) | Submit form | |
Reprint of annual statement / annual summary / physical medical card / duplicate policy contract |
Download form (PDF) | Submit form | |
| Transfer of policy ownership | Download form (PDF) | Drop off at a branch or mail to us | |
| Change of policy benefit | Download form (PDF) | Submit form | |
| Change of HSBC Voluntary Health Insurance Flexi Plan policy benefit | Download form (PDF) | Drop off at a branch or mail to us | |
| Investment-linked products – Application for statement / reduction of regular (investment) premium | Download form (PDF) | Drop off at a branch or mail to us | |
| Change of Life Insured －HSBC Wealth Goal Insurance Plan II/HSBC Ultra Wealth Goal Insurance Plan/HSBC Eminent Goal Multi-Currency Insurance Plan/HSBC Jubilee Wealth Insurance Plan/HSBC Flourish Income Annuity Plan | Download form (PDF) | Drop off at a branch or mail to us | |
| Change of Life Insured －HSBC Health Goal Insurance Plan / HSBC Paramount Global Life Insurance Plan / Jade Global Generations Universal Life / Jade Ultra Global Generations Universal Life | Download form (PDF) | Drop off at a branch or mail to us | |
| Reissue payment | Download form (PDF) | Submit form |
| Amendments and requests | Change of customer information1 |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests | Change of beneficiary1 |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | Log on to update |
| Amendments and requests | Change of policy payment option |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | Log on to update |
| Amendments and requests | Change of premium instruction |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests |
Reprint of annual statement / annual summary / physical medical card / duplicate policy contract |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests | Transfer of policy ownership |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Change of policy benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests | Change of HSBC Voluntary Health Insurance Flexi Plan policy benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Investment-linked products – Application for statement / reduction of regular (investment) premium |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Change of Life Insured －HSBC Wealth Goal Insurance Plan II/HSBC Ultra Wealth Goal Insurance Plan/HSBC Eminent Goal Multi-Currency Insurance Plan/HSBC Jubilee Wealth Insurance Plan/HSBC Flourish Income Annuity Plan |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Change of Life Insured －HSBC Health Goal Insurance Plan / HSBC Paramount Global Life Insurance Plan / Jade Global Generations Universal Life / Jade Ultra Global Generations Universal Life |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Reissue payment |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking |
1 You can also make these updates via the HSBC HK App – learn more.
| Request | Step 1 | Step 2 |
|---|---|---|
| Lost policy declaration | Download form (PDF) | Drop at branch/ Mail to us |
| Policy replacement – important facts statement | Download form (PDF) | Drop at branch/ Mail to us |
| Policy reinstatement | Download form (PDF) | Submit form |
| Request | Lost policy declaration |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Drop at branch/ Mail to us |
| Request | Policy replacement – important facts statement |
| Step 1 | Download form (PDF) |
| Step 2 | Drop at branch/ Mail to us |
| Request | Policy reinstatement |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Application documents | Step 1 | Step 2 |
|---|---|---|
| Additions, amendments or corrections for health, travel, financial and occupation-related information | Download form (PDF) | Submit form |
| Declaration for Japanese nationals; change or correction of personal details, address, contact number and premium payment information | Download form (PDF) | Submit form |
| Application documents | Additions, amendments or corrections for health, travel, financial and occupation-related information |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Application documents | Declaration for Japanese nationals; change or correction of personal details, address, contact number and premium payment information |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Requests | Step 1 | Step 2 |
|---|---|---|
| Active non-financial foreign entity declaration | Download form (PDF) | Drop off at a branch or mail to us |
| Controlling person and tax residency self-certification | Download form (PDF) | Drop off at a branch or mail to us |
| Explanation of a US address | Drop off at a branch or mail to us | |
| Entity tax residency self-certification | Download form (PDF) | Drop off at a branch or mail to us |
| Individual tax residency self-certification | Download form (PDF) | Submit form |
| Non-profit organisation declaration | Download form (PDF) | Drop off at a branch or mail to us |
| Requests | Active non-financial foreign entity declaration |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Controlling person and tax residency self-certification |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Explanation of a US address |
| Step 1 | |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Entity tax residency self-certification |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Individual tax residency self-certification |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Requests | Non-profit organisation declaration |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Amendments and requests | Step 1 | Step 2 |
|---|---|---|
| AXA GI WiseGuard Medical Insurance Plan amendment | Download form (PDF) | Mail to AXA |
| Change of direct debit claims payment authorisation | Download form (PDF) | Mail to AXA |
| FirstCare / FirstCare Plus / Medical insurance amendment | Download form (PDF) | Mail to AXA |
| General insurance amendment request | Download form (PDF) | Mail to AXA |
| General insurance and medical insurance cancellation request | Download form (PDF) | Mail to AXA |
| HelperShield / Helper Insurance amendment request | Download form (PDF) | Mail to AXA |
| Preferred care amendment request | Download form (PDF) | Mail to AXA |
| Third-party liability accident request | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – amendment request | Download form (PDF) | Mail to AXA |
| Amendments and requests | AXA GI WiseGuard Medical Insurance Plan amendment |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Change of direct debit claims payment authorisation |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | FirstCare / FirstCare Plus / Medical insurance amendment |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | General insurance amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | General insurance and medical insurance cancellation request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | HelperShield / Helper Insurance amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Preferred care amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Third-party liability accident request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Worldwide Elite Medical Plan – amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
Product documents
Take me straight to
Product Brochures
HSBC Comprehensive Critical Illness Protection Plan
Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
HSBC Eminent Goal Multi-Currency Insurance Plan
Dec 2023 >
HSBC Family Goal Insurance Plan
Jun 2022 > Feb 2021 > Jan 2019 – Bilingual > Jan 2019 > Aug 2018 >
HSBC FirstSave Insurance Plan II
Mar 2020 >
HSBC Term Protector
Nov 2019 > Jul 2018 – Bilingual > Jul 2018 > Apr 2018 > Oct 2016 >
Goal Access Universal Life Plan (Education)
Feb 2021 > Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
Goal Access Universal Life Plan (Protection)
Feb 2021 > Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
Jade Global Generations Universal Life
Feb 2023 > Aug 2021 > Feb 2021 > Jan 2021 > Oct 2020 – Bilingual > Oct 2020 > Aug 2018 – Bilingual > Aug 2018 > Mar 2018 >
Jade Ultra Global Generations Universal Life
Feb 2023 > Aug 2021 > Feb 2021 > Jan 2021 > Oct 2020 – Bilingual > Oct 2020 > Aug 2018 – Bilingual > Aug 2018 > Mar 2018 >
Lifestyle Wealth Protection Plus
Jun 2017 >
Mortgage Protection Plan
Privileged Term Protection Plan
Feb 2021 > Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Nov 2016 >
Target Protection Plus
Jun 2017 >
WholeLife Protection Plan
Jul 2018 – Bilingual > Jul 2018 > Jan 2018 > Jun 2017 >
Rider Factsheets
Accident Death and Dismemberment Benefit for HSBC Comprehensive Critical Illness Protection Plan
Jul 2017 >
Early Stage Critical Illness Benefit (Advance Payment) for HSBC Comprehensive Critical Illness Protection Plan
Jul 2017 >
Hospital Cash Benefit for HSBC Comprehensive Critical Illness Protection Plan
Jun 2017 >
Unemployment benefit
Feb 2021 >
Policy Provisions
HSBC VHIS Flexi Plan
(This is not applicable for applications on or after 6 Feb 2023.)
Silver Plan
Gold Plan
Diamond Plan
HSBC Ultra Wealth Goal Insurance Plan
Jan 2023 >
Jade Global / Jade Ultra Global Generations Universal Life
Policy Wording
Booklets and useful information
Take me straight to
User guide and useful information
Life Insurance
General Insurance
Booklets and leaflets
Special offers
Take me straight to
Offers from 1 October 2024 to 31 December 2024
| Product |
Offer |
Promotional Period |
T&C |
|---|---|---|---|
| HSBC EarlyIncome Deferred Annuity Plan | Up to 4% off your premium during the first 5 years
Note: Discount of premiums is not tax deductible. |
1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Eminent Goal Multi-Currency Insurance Plan | Up to 18% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Family Goal Insurance Plan | Up to 6% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Family Protector | 67% off your first year premium (8-month premium waiver) with designated promo code | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Family Protector | [Exclusive for Well+ members] 9-month first-year premium waiver | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Family Protector | Special first-year premium discount with the code found in the latest version of PayMe app. | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Flourish Income Annuity Plan | Up to 4% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Health Goal Insurance Plan | Up to 10% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 5% off your premium during the first 5 years
Note: Discount of premiums is not tax deductible. |
1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Jubilee Wealth Insurance Plan | Up to 4% off your single premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Paramount Global Life Insurance Plan | Up to 18% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | 15% off your first-year premium with designated promo code | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | [Exclusive for Well+ members] 50% off your first year’s premium with 5-year premium payment period; or 20% off your first year’s premium with 2-year premium payment period | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Swift Save Insurance Plan | First-year premium discount in HKD and USD with designated promo code | 17 September 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Ultra Wealth Goal Insurance Plan | Up to 3% off your single premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 30% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 50% your first-year premium when you apply together with HSBC Qualifying Deferred Annuity Plans | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | [Exclusive for Well+ members] 50% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | A first-year premium waiver for eligible customers when applying for any select life insurance plan with designated premium amount (applicable to annual payment policy only) | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | Special first-year premium discount with the code found in the latest version of PayMe app. | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Wealth Goal Insurance Plan II | Up to 18% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Wealth Select Protection Linked Plan | Up to 12% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Income Goal Insurance Plan II | Up to 3% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Jade Universal Life Plans | Up to 18% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Mortgage Protection Plan | 9-month premium waiver on first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Privileged Term Protection Plan | Up to 3.5 month premium waiver on first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium discount for first-time insurance buyer | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium discount upon maturity of eligible life insurance plan | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium upon newly opened or upgraded to HSBC Premier account | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Additional 1% first year premium discount on Select insurance plans | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | [Exclusive for Well+ members] Up to $100 RewardCash by joining the challenge and taking out new eligible HSBC Life insurance plans online | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Preferential interest rate on time deposit after successfully applied for an eligible life insurance plan(s) | From 19 Feb 2024 until further notice | Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
|---|---|
| Offer |
Up to 4% off your premium during the first 5 years
Note: Discount of premiums is not tax deductible. |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Eminent Goal Multi-Currency Insurance Plan |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Goal Insurance Plan |
| Offer |
Up to 6% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
67% off your first year premium (8-month premium waiver) with designated promo code |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
[Exclusive for Well+ members] 9-month first-year premium waiver |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
Special first-year premium discount with the code found in the latest version of PayMe app. |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Flourish Income Annuity Plan |
| Offer |
Up to 4% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Health Goal Insurance Plan |
| Offer |
Up to 10% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 5% off your premium during the first 5 years
Note: Discount of premiums is not tax deductible. |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Jubilee Wealth Insurance Plan |
| Offer |
Up to 4% off your single premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Paramount Global Life Insurance Plan |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
15% off your first-year premium with designated promo code |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
[Exclusive for Well+ members] 50% off your first year’s premium with 5-year premium payment period; or 20% off your first year’s premium with 2-year premium payment period |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Save Insurance Plan |
| Offer |
First-year premium discount in HKD and USD with designated promo code |
| Promotional Period |
17 September 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Ultra Wealth Goal Insurance Plan |
| Offer |
Up to 3% off your single premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
30% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
50% your first-year premium when you apply together with HSBC Qualifying Deferred Annuity Plans |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
[Exclusive for Well+ members] 50% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
A first-year premium waiver for eligible customers when applying for any select life insurance plan with designated premium amount (applicable to annual payment policy only) |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
Special first-year premium discount with the code found in the latest version of PayMe app. |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Goal Insurance Plan II |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Select Protection Linked Plan |
| Offer |
Up to 12% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Income Goal Insurance Plan II |
| Offer |
Up to 3% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Jade Universal Life Plans |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Mortgage Protection Plan |
| Offer |
9-month premium waiver on first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Privileged Term Protection Plan |
| Offer |
Up to 3.5 month premium waiver on first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium discount for first-time insurance buyer |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium discount upon maturity of eligible life insurance plan |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium upon newly opened or upgraded to HSBC Premier account |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1% first year premium discount on Select insurance plans |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
[Exclusive for Well+ members] Up to $100 RewardCash by joining the challenge and taking out new eligible HSBC Life insurance plans online |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Preferential interest rate on time deposit after successfully applied for an eligible life insurance plan(s) |
| Promotional Period |
From 19 Feb 2024 until further notice |
| T&C |
Terms and Conditions |
Offers from 1 October to 31 December 2024
| Campaign program | Offer | Promotional Period | T&C |
|---|---|---|---|
| HSBC Life Double 11 Super Discount Offers | Get over 90% discount on first-year premium for select life insurance plans with designated promo code | 11 November 2024 – 15 November 2024 | Terms and Conditions |
| HSBC Premier Mastercard® Credit Card RewardCash offer | Earn up to an extra $6,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card | 17 June 2024 – 31 December 2024 | Terms and Conditions |
| Priority Pass One-year Membership Offer | Get up to 2 sets of Priority Pass one-year membership upon successful application of select life insurance plans at branches | 1 January 2024 - 31 December 2024 | Terms and Conditions |
| Special Maturity Recapture Program discount | Up to 15% off your first-year premium on select insurance plans upon maturity of eligible life insurance pan | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Campaign program | HSBC Life Double 11 Super Discount Offers |
|---|---|
| Offer | Get over 90% discount on first-year premium for select life insurance plans with designated promo code |
| Promotional Period | 11 November 2024 – 15 November 2024 |
| T&C | Terms and Conditions |
| Campaign program | HSBC Premier Mastercard® Credit Card RewardCash offer |
| Offer | Earn up to an extra $6,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card |
| Promotional Period | 17 June 2024 – 31 December 2024 |
| T&C | Terms and Conditions |
| Campaign program | Priority Pass One-year Membership Offer |
| Offer | Get up to 2 sets of Priority Pass one-year membership upon successful application of select life insurance plans at branches |
| Promotional Period | 1 January 2024 - 31 December 2024 |
| T&C | Terms and Conditions |
| Campaign program | Special Maturity Recapture Program discount |
| Offer | Up to 15% off your first-year premium on select insurance plans upon maturity of eligible life insurance pan |
| Promotional Period | 1 October 2024 – 31 December 2024 |
| T&C | Terms and Conditions |
Offers from 1 July 2024 to 30 September 2024
| Product |
Offer |
Promotional Period |
T&C |
|---|---|---|---|
| HSBC EarlyIncome Deferred Annuity Plan | Up to 4% off your premium during the first 5 years Note: Discount of premiums is not tax deductible. |
1 August 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Eminent Goal Multi-Currency Insurance Plan | Up to 18% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Family Goal Insurance Plan | Up to 6% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Family Protector | 67% off your first year premium (8-month premium waiver) with designated promo code | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Family Protector | [Exclusive for Well+ members] 9-month first-year premium waiver | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Family Protector | Special first-year premium discount with the code found in the latest version of PayMe app. | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Flourish Income Annuity Plan | Up to 5% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Health Goal Insurance Plan | Up to 10% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 5% off your premium during the first 5 years Note: Discount of premiums is not tax deductible. |
1 August 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Jubilee Wealth Insurance Plan | Up to 5.5% off your single premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Paramount Global Life Insurance Plan | Up to 18% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | 15% off your first-year premium with designated promo code | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | [Exclusive for Well+ members] 50% off your first year’s premium with 5-year premium payment period; or 20% off your first year’s premium with 2-year premium payment period | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Swift Save Insurance Plan | First-year premium discount in HKD and USD with designated promo code | 17 September 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Swift Save Insurance Plan | Up to 11% off your first-year premium in HKD and USD with designated promo code | 1 July 2024 – 12 September 2024 | Terms and Conditions |
| HSBC Swift Save Insurance Plan | Premium discount in the first year with the code found in the latest version of PayMe app. | 1 July 2024 – 12 September 2024 | Terms and Conditions |
| HSBC Ultra Wealth Goal Insurance Plan | Up to 4% off your single premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 20% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 50% your first-year premium when you apply together with HSBC Qualifying Deferred Annuity Plans | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | [Exclusive for Well+ members] 50% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | A first-year premium waiver for eligible customers when applying for any select life insurance plan with designated premium amount (applicable to annual payment policy only) | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | Special first-year premium discount with the code found in the latest version of PayMe app. | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Wealth Goal Insurance Plan II | Up to 18% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| HSBC Wealth Select Protection Linked Plan | Up to 12% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Income Goal Insurance Plan II | Up to 3% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Jade Universal Life Plans | Up to 18% off your first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Mortgage Protection Plan | 9-month premium waiver on first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Privileged Term Protection Plan | Up to 3.5 month premium waiver on first-year premium | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium discount for first-time insurance buyer | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium discount upon maturity of eligible life insurance plan | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium upon newly opened or upgraded to HSBC Premier account | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Select insurance plans | Additional 1% first year premium discount on Select insurance plans | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Select insurance plans | [Exclusive for Well+ members] Up to $100 RewardCash by joining the 'Get insured online challenge' and taking out new eligible HSBC Life insurance plans online | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Select insurance plans | Preferential interest rate on time deposit after successfully applied for an eligible life insurance plan(s) | From 19 Feb 2024 until further notice | Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
|---|---|
| Offer |
Up to 4% off your premium during the first 5 years Note: Discount of premiums is not tax deductible. |
| Promotional Period |
1 August 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Eminent Goal Multi-Currency Insurance Plan |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Goal Insurance Plan |
| Offer |
Up to 6% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
67% off your first year premium (8-month premium waiver) with designated promo code |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
[Exclusive for Well+ members] 9-month first-year premium waiver |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
Special first-year premium discount with the code found in the latest version of PayMe app. |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Flourish Income Annuity Plan |
| Offer |
Up to 5% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Health Goal Insurance Plan |
| Offer |
Up to 10% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 5% off your premium during the first 5 years Note: Discount of premiums is not tax deductible. |
| Promotional Period |
1 August 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Jubilee Wealth Insurance Plan |
| Offer |
Up to 5.5% off your single premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Paramount Global Life Insurance Plan |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
15% off your first-year premium with designated promo code |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
[Exclusive for Well+ members] 50% off your first year’s premium with 5-year premium payment period; or 20% off your first year’s premium with 2-year premium payment period |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Save Insurance Plan |
| Offer |
First-year premium discount in HKD and USD with designated promo code |
| Promotional Period |
17 September 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Save Insurance Plan |
| Offer |
Up to 11% off your first-year premium in HKD and USD with designated promo code |
| Promotional Period |
1 July 2024 – 12 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Save Insurance Plan |
| Offer |
Premium discount in the first year with the code found in the latest version of PayMe app. |
| Promotional Period |
1 July 2024 – 12 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Ultra Wealth Goal Insurance Plan |
| Offer |
Up to 4% off your single premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
20% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
50% your first-year premium when you apply together with HSBC Qualifying Deferred Annuity Plans |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
[Exclusive for Well+ members] 50% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
A first-year premium waiver for eligible customers when applying for any select life insurance plan with designated premium amount (applicable to annual payment policy only) |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
Special first-year premium discount with the code found in the latest version of PayMe app. |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Goal Insurance Plan II |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Select Protection Linked Plan |
| Offer |
Up to 12% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Income Goal Insurance Plan II |
| Offer |
Up to 3% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Jade Universal Life Plans |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Mortgage Protection Plan |
| Offer |
9-month premium waiver on first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Privileged Term Protection Plan |
| Offer |
Up to 3.5 month premium waiver on first-year premium |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium discount for first-time insurance buyer |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium discount upon maturity of eligible life insurance plan |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium upon newly opened or upgraded to HSBC Premier account |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1% first year premium discount on Select insurance plans |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
[Exclusive for Well+ members] Up to $100 RewardCash by joining the 'Get insured online challenge' and taking out new eligible HSBC Life insurance plans online |
| Promotional Period |
1 July 2024 – 30 September 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Preferential interest rate on time deposit after successfully applied for an eligible life insurance plan(s) |
| Promotional Period |
From 19 Feb 2024 until further notice |
| T&C |
Terms and Conditions |
Offers from 1 July to 30 September 2024
| Campaign program | Offer | Promotional Period | T&C |
|---|---|---|---|
| HSBC Premier Mastercard® Credit Card RewardCash offer | Earn up to an extra $6,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card | 17 June 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Life Thankful Week | Existing policyholders get up to 83% discount on first-year premium for select life insurance plans plus a complimentary sweet treat from Godiva with designated promo code | 19 August 2024 – 31 August 2024 | Terms and Conditions |
| Priority Pass One-year Membership Offer | Get up to 2 sets of Priority Pass one-year membership upon successful application of select life insurance plans at branches | 1 January 2024 - 31 December 2024 | Terms and Conditions |
| Special Maturity Recapture Program discount | Up to 15% off your first-year premium on select insurance plans upon maturity of eligible life insurance pan | 1 July 2024 – 30 September 2024 | Terms and Conditions |
| Campaign program | HSBC Premier Mastercard® Credit Card RewardCash offer |
|---|---|
| Offer | Earn up to an extra $6,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card |
| Promotional Period | 17 June 2024 – 31 December 2024 |
| T&C | Terms and Conditions |
| Campaign program | HSBC Life Thankful Week |
| Offer | Existing policyholders get up to 83% discount on first-year premium for select life insurance plans plus a complimentary sweet treat from Godiva with designated promo code |
| Promotional Period | 19 August 2024 – 31 August 2024 |
| T&C | Terms and Conditions |
| Campaign program | Priority Pass One-year Membership Offer |
| Offer | Get up to 2 sets of Priority Pass one-year membership upon successful application of select life insurance plans at branches |
| Promotional Period | 1 January 2024 - 31 December 2024 |
| T&C | Terms and Conditions |
| Campaign program | Special Maturity Recapture Program discount |
| Offer | Up to 15% off your first-year premium on select insurance plans upon maturity of eligible life insurance pan |
| Promotional Period | 1 July 2024 – 30 September 2024 |
| T&C | Terms and Conditions |
OCC Summer Programme Lucky Draw Winners Announcement
Thank you for your participation in the OCC Summer Programme Lucky Draw which was held from 9 to 18 August 2024 (both dates inclusive). Winners will be notified through registered mail which will be sent on or before 2 September 2024.
You can find the winners list (PDF) here.