The Insurance Proposal Form is a critical document in Hong Kong's insurance industry that initiates the formal insurance application process. It is designed to comply with the requirements of the Hong Kong Insurance Authority and related regulatory frameworks. This document must be completed by individuals or organizations seeking insurance coverage, containing detailed sections for personal or business information, risk details, medical history (where applicable), and financial information. The form serves multiple purposes: it acts as a formal application for insurance, provides the basis for the insurer's risk assessment, and forms part of the contract documentation. The information provided in this form is used by underwriters to evaluate the risk and determine the terms of coverage, while also ensuring compliance with Hong Kong's regulatory requirements regarding disclosure, data privacy, and anti-money laundering regulations.
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1. Personal Information: Basic details of the proposer including full name, HKID/passport number, date of birth, occupation, contact information and correspondence address
2. Insurance Product Selection: Specification of the type of insurance coverage being applied for and desired coverage amounts
3. Risk Details: Specific information related to the risk being insured (varies based on insurance type - e.g., property details for home insurance, health conditions for medical insurance)
4. Previous Insurance History: Details of any previous insurance policies, claims history, and whether any insurer has ever declined, cancelled, or imposed special terms
5. Declaration of Facts: Statement confirming all information provided is true and complete, acknowledging duty of disclosure
6. Privacy Policy Statement: Statement on how personal data will be collected, used and protected in compliance with the Personal Data (Privacy) Ordinance
7. Authorization: Client's authorization for the insurer to collect and verify information, including medical information if applicable
1. Beneficiary Designation: For life insurance proposals - details of primary and secondary beneficiaries
2. Medical Questionnaire: For health-related insurance - detailed health history and current medical conditions
3. Financial Information: For high-value policies or certain life insurance products - income details and source of funds for AML compliance
4. Supplementary Benefits: Optional riders or additional coverage options available with the main policy
5. Third Party Authorization: When a third party is authorized to act on behalf of the proposer
6. Business Details: For commercial insurance - additional information about the business operations and risk management
1. Schedule of Benefits: Detailed breakdown of coverage amounts and benefits under different sections of the policy
2. Premium Payment Schedule: Details of premium amounts, payment frequency and payment methods
3. Medical Examination Requirements: List of required medical tests based on age, sum assured and type of coverage
4. Document Checklist: List of required supporting documents to be submitted with the proposal form
5. Risk Disclosure Statement: Standard risk warnings and important notes about the insurance product
Authors
Relevant legal definitions
Clauses
Relevant Industries
Insurance
Financial Services
Healthcare
Legal Services
Risk Management
Compliance
Banking
Wealth Management
Corporate Services
Medical Services
Relevant Teams
Underwriting
Sales
Compliance
Legal
Risk Management
Customer Service
Operations
Product Development
Claims
Policy Administration
Actuarial
Business Development
Relevant Roles
Insurance Underwriter
Insurance Agent
Insurance Broker
Compliance Officer
Risk Manager
Claims Manager
Product Development Manager
Legal Counsel
Insurance Operations Manager
Customer Service Representative
Sales Manager
Business Development Manager
Actuarial Analyst
Policy Administration Officer
Financial Advisor
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