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How to view your policy details

How to make changes to your policy

Access your policy details on the HSBC HK App

View details of your policy anytime including policy value, coverage, beneficiaries, projected policy values, and more.

View your policy value and coverage

Select your policy

Log on to the HSBC HK App. Choose 'Insurance' from the menu at the top. Next, select an insurance policy to see its full details.

View policy value

On your policy overview page, scroll down until you see policy value. Tap the downward arrow next to the policy/account value to view the detailed breakdown of the values[@insurance-view-policy-value].

View policy coverage

Scroll down on your policy overview page to find 'Benefits and coverage'.

View beneficiaries, projected policy values, and important dates

View beneficiaries

You can find 'Primary beneficiaries' when you scroll down on your policy overview page.

View projected policy values[@insurance-view-projected-policy-value]

Check your policy value projections in real time and learn about your benefits, cash/surrender values and more. Watch this video to know how*.

 

* View the video transcript (PDF).

View important dates

On your policy overview page, scroll down until you see policy effective date in the summary, or premium due date and payment cessation date under 'Payment information'.

View eStatements, instruction history, and 'My medical card'

See and download eStatements

 

Log on to the HSBC HK App. Choose 'Insurance' from the menu at the top.

Next, select 'eStatements and eAdvice'. Or tap the three-dot icon '⋯' on the policy card. And you'll see its eStatement and eAdvice.

View instruction history

Select 'view instruction history' on your policy overview to view pending instructions as well as instruction history.

View 'My medical card' (for VHIS policies only)

Select 'My medical card' on the policy overview of your VHIS policy to know more.

How to make changes to your policy via HSBC HK App

You can update the details of your policy anytime via the HSBC HK App, including your contact details, beneficiaries, payment instructions, and investment choices.

Update beneficiaries

  1. Log on to the HSBC HK App
  2. On the home page, select 'Insurance', then your policy
  3. Select 'More', then under 'All services', choose 'Update beneficiary’
  4. Follow the on-screen instructions to complete the update

You can also manage your payout options by following the steps in How to Add Beneficiary Details (PDF).

Update your contact details

  1. Log on to the HSBC HK App
  2. On the home page, select 'Insurance', then your policy
  3. Select 'More', then under 'All services', choose 'Update your personal contact details’ to update your mobile number, email address and different addresses
  4. Follow the on-screen instructions to complete the update

If you want to change your correspondence address for a particular policy, or to change a correspondence address in traditional or simplified Chinese, you can fill in a form. Look for the ‘Change of customer information’ form on our insurance forms and documents page.

Next, download and complete the form, then submit it by following these steps:

  1. Log on to HSBC Online Banking or the HSBC HK App
  2. Go to ‘Insurance’ and select ‘Document upload’

Update insurance statement preference

  1. Log on to the HSBC HK App
  2. On the home page, select 'Insurance', then your policy
  3. Select 'More', then under 'All services', choose 'Update insurance statement and advice preference’
  4. Follow the on-screen instructions to complete the update

Switch for Investment-linked assurance scheme plans

  1. Log on to the HSBC HK App
  2. On the home page, select 'Insurance', then your policy
  3. Select 'More', then under 'All services', choose 'Switch investment choices'
  4. Follow the on-screen instructions to complete the update

Change of premium allocation

  1. Log on to the HSBC HK App
  2. On the home page, select 'Insurance', then your policy
  3. Select 'More', then under 'All services', choose 'Change premium allocation'
  4. Follow the on-screen instructions to complete the update

Policy value withdrawal

  1. Log on to the HSBC HK App
  2. On the home page, select 'Insurance', then your policy
  3. Select 'More', then under 'All services', choose 'Make a withdrawal’
  4. Follow the on-screen instructions to complete the update.

Update payment instructions

If you're using your HSBC debit account or credit card to pay your premiums:

  1. Log on to the HSBC HK App
  2. On the home page, select 'Insurance', then your policy
  3. Select 'More', then under 'All services', choose 'Update payment instruction’
  4. Follow the on-screen instructions to complete the update

You can also update your payment instructions by following the steps in How to Update Payment Instructions (PDF).

 

If you're paying via a non-HSBC account:

  1. Go to the Life insurance – Policy amendments and requests page
  2. Under 'Update payment instructions', select 'Submit form'
  3. Select 'For your policy servicing request', then 'Continue to upload'
  4. Enter your policy number, then choose 'Premium instruction'
  5. Download, complete and sign the 'Change of Premium Instruction' form
  6. Upload the forms and select 'Submit'

Manage payout options

  1. Log on to the HSBC HK App
  2. On the home page, select 'Insurance', then your policy
  3. Select 'More', then under 'All services', choose 'Manage payout options’
  4. Follow the on-screen instructions to complete the update

You can also manage your payout options by following the steps in How to manage payout options (PDF).

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