Find product documents, forms, useful information and offers
Get more information about our products and offers with our brochures, booklets and more.
You can also find forms to help manage your policies, make claims and more.
Upload your forms and documents online
You can now upload forms and supporting documents for your (i) submitted insurance application, (ii) submitted insurance premium financing application and (iii) listed policy servicing request or claim request.
This service is only applicable to (i) life insurance policies underwritten by HSBC Life (International) Limited; and (ii) Insurance Premium Financing offered by The Hongkong and Shanghai Banking Corporation Limited. For your general insurance policies, you can call AXA's insurance service hotline for more details.
Explore the documents
Product documents
Booklets and useful information
Special offers and Programme
Product Brochures
HSBC Comprehensive Critical Illness Protection Plan
Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
HSBC Family Goal Insurance Plan
HSBC FirstSave Insurance Plan II
Mar 2020 >
HSBC Jubilee Wealth Insurance Plan
Jan 2023 >
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
Aug 2021 > Feb 2021 > Jan 2021 > Oct 2020 – Bilingual > Oct 2020 >
Aug 2018 – Bilingual > Aug 2018 > Mar 2018 >
Jade Ultra Global Generations Universal Life
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 Standard Plan
(This is not applicable for applications on or after 29 Mar 2021.)
HSBC VHIS Flexi Plan
(This is not applicable for applications on or after 29 Mar 2021.)
Bronze Plan
F00049-01-000-01 HKD0 deductible
Jul 2020 >
F00049-02-000-01 HKD16,000 deductible
Jul 2020 >
F00049-03-000-01 HKD50,000 deductible
Jul 2020 >
F00049-04-000-01 HKD100,000 deductible
Jul 2020 >
Silver Plan
F00049-05-000-01 HKD0 deductible
Jul 2020 >
F00049-06-000-01 HKD16,000 deductible
Jul 2020 >
F00049-07-000-01 HKD50,000 deductible
Jul 2020 >
F00049-08-000-01 HKD100,000 deductible
Jul 2020 >
Gold Plan
F00049-09-000-01 HKD0 deductible
Jul 2020 >
F00049-10-000-01 HKD16,000 deductible
Jul 2020 >
F00049-11-000-01 HKD50,000 deductible
Jul 2020 >
F00049-12-000-01 HKD100,000 deductible
Jul 2020 >
Diamond Plan
F00049-13-000-01 HKD0 deductible
Jul 2020 >
F00049-14-000-01 HKD16,000 deductible
Jul 2020 >
F00049-15-000-01 HKD50,000 deductible
Jul 2020 >
F00049-16-000-01 HKD100,000 deductible
Jul 2020 >
HSBC Ultra Wealth Goal Insurance Plan
Jan 2023 >
Jade Global Generations Universal Life
Oct 2021 >
Jade Ultra Global Generations Universal Life
Oct 2021 >
Jade Global / Jade Ultra Global Generations Universal Life
Policy Wording
Forms
Life Insurance
General Insurance
Claim Forms
Life Insurance
General Insurance
Amend or change your policy
User Guide and Advices
Life Insurance
General Insurance
Booklets and leaflets
Offers from 5 December 2022 to 31 March 2023
| Product |
Offer |
Promotional Period |
T&C |
|---|---|---|---|
| HSBC EarlyIncome Deferred Annuity Plan | Up to 12% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC EarlyIncome Deferred Annuity Plan | Up to 14% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Family Goal Insurance Plan | Up to 10% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Family Protector | Over 80% off your first year premium (10-month premium waiver) with designated promo code |
5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Family Protector | [Exclusive for Well+ members] Over 90% off your first year premium (11-month premium waiver) | 5 December 2022– 31 March 20232 | Terms and Conditions |
| HSBC Flourish Income Annuity Plan | Up to 15% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Health Goal Insurance Plan | Up to 18% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 12% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 14% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Paramount Global Life Insurance Plan | Up to 20% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | Up to 5% off your first-year premium with designated promo code | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | 15% off your first year premium for Swift Guard Critical Illness Plan for successful application upon Family Protector, VHIS Flexi Plan or Swift Save Insurance Plan | 5 December 2022 – 31 March 2023 | 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 | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Ultra Wealth Goal Insurance Plan | Up to 6.15% off your single premium | 9 January 2023 – 31 March 2023 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 30% off your first-year premium |
5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC VHIS Flexi Plan | [Exclusive for Well+ members] 60% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 60% first year premium discount on VHIS-Flexi if customer applies together with HSBC Qualifying Deferred Annuity Plans | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC VHIS Flexi Plan | A first year premium waiver for eligible customers when applying for any selected life insurance plan with designated annual premium amount (applicable to annual payment policy only) | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Wealth Goal Insurance Plan II | Up to 20% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Wealth Select Protection Linked Plan | Up to 20% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Income Goal Insurance Plan II | Up to 3% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Jade Universal Life Plans | Up to 8% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Mortgage Protection Plan | Up to 6-month premium waiver on first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Privileged Term Protection Plan | Up to 3.5 month premium waiver on first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Selected insurance plans | Additional 1.5% off first year premium discount for first-time insurance buyer | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Selected insurance plans | Additional 1.5% off first year premium discount upon maturity of eligible life insurance pan | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Selected insurance plans |
Additional 1% first year premium discount on selected insurance plans | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Selected insurance plans | [Exclusive for Well+ members] Take out a new non-linked life insurance policy with an annualized premium of HK$5,000 or above after discount and enjoy extra reward of $500 RewardCash. | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
|---|---|
| Offer |
Up to 12% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
| Offer |
Up to 14% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Goal Insurance Plan |
| Offer |
Up to 10% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
Over 80% off your first year premium (10-month premium waiver) with designated promo code |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
[Exclusive for Well+ members] Over 90% off your first year premium (11-month premium waiver) |
| Promotional Period |
5 December 2022– 31 March 20232 |
| T&C |
Terms and Conditions |
| Product |
HSBC Flourish Income Annuity Plan |
| Offer |
Up to 15% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Health Goal Insurance Plan |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 12% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 14% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Paramount Global Life Insurance Plan |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
Up to 5% off your first-year premium with designated promo code |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
15% off your first year premium for Swift Guard Critical Illness Plan for successful application upon Family Protector, VHIS Flexi Plan or Swift Save Insurance Plan |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| 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 |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Ultra Wealth Goal Insurance Plan |
| Offer |
Up to 6.15% off your single premium |
| Promotional Period |
9 January 2023 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
30% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
[Exclusive for Well+ members] 60% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
60% first year premium discount on VHIS-Flexi if customer applies together with HSBC Qualifying Deferred Annuity Plans |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
A first year premium waiver for eligible customers when applying for any selected life insurance plan with designated annual premium amount (applicable to annual payment policy only) |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Goal Insurance Plan II |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Select Protection Linked Plan |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Income Goal Insurance Plan II |
| Offer |
Up to 3% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Jade Universal Life Plans |
| Offer |
Up to 8% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Mortgage Protection Plan |
| Offer |
Up to 6-month premium waiver on first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Privileged Term Protection Plan |
| Offer |
Up to 3.5 month premium waiver on first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
Additional 1.5% off first year premium discount for first-time insurance buyer |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
Additional 1.5% off first year premium discount upon maturity of eligible life insurance pan |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
Additional 1% first year premium discount on selected insurance plans |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
[Exclusive for Well+ members] Take out a new non-linked life insurance policy with an annualized premium of HK$5,000 or above after discount and enjoy extra reward of $500 RewardCash. |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
Offers from 5 December 2022 to 31 March 2023
| 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 | 1 January 2023 – 30 June 2023 | Terms and Conditions |
| Member get member | Get HKD 2,000 SOGO coupons upon successful referrals | 1 January 2023 – 31 March 2023 | Terms and Conditions |
| Member get member | Enjoy extra 0.1% on single premium payment or 1% discount on your first year premium for selected life insurance plans as a referee | 1 January 2023 – 31 March 2023 | Terms and Conditions |
| Special Maturity Recapture Program dscount | Up to 16.5% off your first-year premium upon maturity of eligible endowment plan | 5 December 2022– 31 March 2023 | 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 | 1 January 2023 – 30 June 2023 |
| T&C | Terms and Conditions |
| Campaign program | Member get member |
| Offer | Get HKD 2,000 SOGO coupons upon successful referrals |
| Promotional Period | 1 January 2023 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Campaign program | Member get member |
| Offer | Enjoy extra 0.1% on single premium payment or 1% discount on your first year premium for selected life insurance plans as a referee |
| Promotional Period | 1 January 2023 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Campaign program | Special Maturity Recapture Program dscount |
| Offer | Up to 16.5% off your first-year premium upon maturity of eligible endowment plan |
| Promotional Period | 5 December 2022– 31 March 2023 |
| T&C | Terms and Conditions |
Offers from 1 October 2022 to 31 December 2022
| Product |
Offer |
Promotional Period |
T&C |
|---|---|---|---|
| HSBC EarlyIncome Deferred Annuity Plan | Up to 9% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC EarlyIncome Deferred Annuity Plan | Up to 12% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Family Goal Insurance Plan | Up to 9.5% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Family Protector | Over 80% off your first year premium (10-month premium waiver) with designated promo code |
1 October – 31 December 2022 | Terms and Conditions |
| HSBC Flourish Income Annuity Plan | Up to 7% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Health Goal Insurance Plan | Up to 18% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 9% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 12% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Paramount Global Life Insurance Plan | Up to 20% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | 20% off your first year premium for Swift Guard Critical Illness Plan for successful application upon Family Protector, VHIS Flexi Plan or Swift Save Insurance Plan | 15 September – 31 October 2022 | Terms and Conditions |
| HSBC Ultra Wealth Goal Insurance Plan | Up to 8% off your first-year premium | 1 November – 31 December 202 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 20% off your first-year premium |
1 October – 31 December 2022 | Terms and Conditions |
| HSBC VHIS Flexi Plan | Up to 60% first year premium discount on VHIS-Flexi if customer applies together with HSBC Qualifying Deferred Annuity Plans | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC VHIS Flexi Plan | A first year premium waiver for eligible customers when applying for any selected life insurance plan with designated annual premium amount (applicable to annual payment policy only) | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Wealth Goal Insurance Plan II | Up to 20% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| Income Goal Insurance Plan II | Up to 4% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| Jade Universal Life Plans | Up to 5.5% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| Mortgage Protection Plan | Up to 6-month premium waiver on first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| Privileged Term Protection Plan | Up to 3.5 month premium waiver on first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| Selected insurance plans | Additional 1.5% off first year premium discount for first-time insurance buyer | 1 October – 31 December 2022 | Terms and Conditions |
| Selected insurance plans |
Additional 1% first year premium discount on selected insurance plans | 1 October – 31 December 2022 | Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
|---|---|
| Offer |
Up to 9% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
| Offer |
Up to 12% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Goal Insurance Plan |
| Offer |
Up to 9.5% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
Over 80% off your first year premium (10-month premium waiver) with designated promo code |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Flourish Income Annuity Plan |
| Offer |
Up to 7% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Health Goal Insurance Plan |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 9% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 12% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Paramount Global Life Insurance Plan |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
20% off your first year premium for Swift Guard Critical Illness Plan for successful application upon Family Protector, VHIS Flexi Plan or Swift Save Insurance Plan |
| Promotional Period |
15 September – 31 October 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Ultra Wealth Goal Insurance Plan |
| Offer |
Up to 8% off your first-year premium |
| Promotional Period |
1 November – 31 December 202 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
20% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
Up to 60% first year premium discount on VHIS-Flexi if customer applies together with HSBC Qualifying Deferred Annuity Plans |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
A first year premium waiver for eligible customers when applying for any selected life insurance plan with designated annual premium amount (applicable to annual payment policy only) |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Goal Insurance Plan II |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
Income Goal Insurance Plan II |
| Offer |
Up to 4% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
Jade Universal Life Plans |
| Offer |
Up to 5.5% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
Mortgage Protection Plan |
| Offer |
Up to 6-month premium waiver on first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| 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 – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
Additional 1.5% off first year premium discount for first-time insurance buyer |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
Additional 1% first year premium discount on selected insurance plans |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
Offers from 1 October 2022 to 31 December 2022
| 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 | 1 July – 31 December 2022 | Terms and Conditions |
| Member get member | Get HKD 2,000 SOGO coupons upon successful referrals | 1 October – 31 December 2022 | Terms and Conditions |
| Member get member | Enjoy extra 0.1% on single premium payment or 1% discount on your first year premium for selected life insurance plans as a referee | 1 October – 31 December 2022 | Terms and Conditions |
| Maturity discount | Up to 8% off your first-year premium upon maturity of eligible endowment plan | 1 April – 31 December 2022 | Terms and Conditions |
| Well+ Member get member | Earn $20 RewardCash by joining Well+ or upon each successful referral | 5 September – 31 October 2022 | 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 | 1 July – 31 December 2022 |
| T&C | Terms and Conditions |
| Campaign program | Member get member |
| Offer | Get HKD 2,000 SOGO coupons upon successful referrals |
| Promotional Period | 1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Campaign program | Member get member |
| Offer | Enjoy extra 0.1% on single premium payment or 1% discount on your first year premium for selected life insurance plans as a referee |
| Promotional Period | 1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Campaign program | Maturity discount |
| Offer | Up to 8% off your first-year premium upon maturity of eligible endowment plan |
| Promotional Period | 1 April – 31 December 2022 |
| T&C | Terms and Conditions |
| Campaign program | Well+ Member get member |
| Offer | Earn $20 RewardCash by joining Well+ or upon each successful referral |
| Promotional Period | 5 September – 31 October 2022 |
| T&C | Terms and Conditions |
Overseas StudySurance
Limited time offer for Selected Customers
Apply for Overseas StudySurance from 1 May 2022 to 31 January 2023 to receive an instant 10% discount off your premium in perpetual* and HKD400 in YATA gift certificates. Promo code required.
*The discount applies at policy inception and renewal afterwards (if applicable)
Product documents
Product Brochures
HSBC Comprehensive Critical Illness Protection Plan
Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
HSBC Family Goal Insurance Plan
HSBC FirstSave Insurance Plan II
Mar 2020 >
HSBC Jubilee Wealth Insurance Plan
Jan 2023 >
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
Aug 2021 > Feb 2021 > Jan 2021 > Oct 2020 – Bilingual > Oct 2020 >
Aug 2018 – Bilingual > Aug 2018 > Mar 2018 >
Jade Ultra Global Generations Universal Life
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 Standard Plan
(This is not applicable for applications on or after 29 Mar 2021.)
HSBC VHIS Flexi Plan
(This is not applicable for applications on or after 29 Mar 2021.)
Bronze Plan
F00049-01-000-01 HKD0 deductible
Jul 2020 >
F00049-02-000-01 HKD16,000 deductible
Jul 2020 >
F00049-03-000-01 HKD50,000 deductible
Jul 2020 >
F00049-04-000-01 HKD100,000 deductible
Jul 2020 >
Silver Plan
F00049-05-000-01 HKD0 deductible
Jul 2020 >
F00049-06-000-01 HKD16,000 deductible
Jul 2020 >
F00049-07-000-01 HKD50,000 deductible
Jul 2020 >
F00049-08-000-01 HKD100,000 deductible
Jul 2020 >
Gold Plan
F00049-09-000-01 HKD0 deductible
Jul 2020 >
F00049-10-000-01 HKD16,000 deductible
Jul 2020 >
F00049-11-000-01 HKD50,000 deductible
Jul 2020 >
F00049-12-000-01 HKD100,000 deductible
Jul 2020 >
Diamond Plan
F00049-13-000-01 HKD0 deductible
Jul 2020 >
F00049-14-000-01 HKD16,000 deductible
Jul 2020 >
F00049-15-000-01 HKD50,000 deductible
Jul 2020 >
F00049-16-000-01 HKD100,000 deductible
Jul 2020 >
HSBC Ultra Wealth Goal Insurance Plan
Jan 2023 >
Jade Global Generations Universal Life
Oct 2021 >
Jade Ultra Global Generations Universal Life
Oct 2021 >
Jade Global / Jade Ultra Global Generations Universal Life
Policy Wording
Forms
Forms
Life Insurance
General Insurance
Claim Forms
Life Insurance
General Insurance
Amend or change your policy
Booklets and useful information
User Guide and Advices
Life Insurance
General Insurance
Booklets and leaflets
Special offers
Offers from 5 December 2022 to 31 March 2023
| Product |
Offer |
Promotional Period |
T&C |
|---|---|---|---|
| HSBC EarlyIncome Deferred Annuity Plan | Up to 12% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC EarlyIncome Deferred Annuity Plan | Up to 14% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Family Goal Insurance Plan | Up to 10% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Family Protector | Over 80% off your first year premium (10-month premium waiver) with designated promo code |
5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Family Protector | [Exclusive for Well+ members] Over 90% off your first year premium (11-month premium waiver) | 5 December 2022– 31 March 20232 | Terms and Conditions |
| HSBC Flourish Income Annuity Plan | Up to 15% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Health Goal Insurance Plan | Up to 18% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 12% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 14% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Paramount Global Life Insurance Plan | Up to 20% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | Up to 5% off your first-year premium with designated promo code | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | 15% off your first year premium for Swift Guard Critical Illness Plan for successful application upon Family Protector, VHIS Flexi Plan or Swift Save Insurance Plan | 5 December 2022 – 31 March 2023 | 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 | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Ultra Wealth Goal Insurance Plan | Up to 6.15% off your single premium | 9 January 2023 – 31 March 2023 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 30% off your first-year premium |
5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC VHIS Flexi Plan | [Exclusive for Well+ members] 60% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 60% first year premium discount on VHIS-Flexi if customer applies together with HSBC Qualifying Deferred Annuity Plans | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC VHIS Flexi Plan | A first year premium waiver for eligible customers when applying for any selected life insurance plan with designated annual premium amount (applicable to annual payment policy only) | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Wealth Goal Insurance Plan II | Up to 20% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| HSBC Wealth Select Protection Linked Plan | Up to 20% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Income Goal Insurance Plan II | Up to 3% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Jade Universal Life Plans | Up to 8% off your first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Mortgage Protection Plan | Up to 6-month premium waiver on first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Privileged Term Protection Plan | Up to 3.5 month premium waiver on first-year premium | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Selected insurance plans | Additional 1.5% off first year premium discount for first-time insurance buyer | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Selected insurance plans | Additional 1.5% off first year premium discount upon maturity of eligible life insurance pan | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Selected insurance plans |
Additional 1% first year premium discount on selected insurance plans | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Selected insurance plans | [Exclusive for Well+ members] Take out a new non-linked life insurance policy with an annualized premium of HK$5,000 or above after discount and enjoy extra reward of $500 RewardCash. | 5 December 2022 – 31 March 2023 | Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
|---|---|
| Offer |
Up to 12% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
| Offer |
Up to 14% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Goal Insurance Plan |
| Offer |
Up to 10% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
Over 80% off your first year premium (10-month premium waiver) with designated promo code |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
[Exclusive for Well+ members] Over 90% off your first year premium (11-month premium waiver) |
| Promotional Period |
5 December 2022– 31 March 20232 |
| T&C |
Terms and Conditions |
| Product |
HSBC Flourish Income Annuity Plan |
| Offer |
Up to 15% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Health Goal Insurance Plan |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 12% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 14% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Paramount Global Life Insurance Plan |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
Up to 5% off your first-year premium with designated promo code |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
15% off your first year premium for Swift Guard Critical Illness Plan for successful application upon Family Protector, VHIS Flexi Plan or Swift Save Insurance Plan |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| 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 |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Ultra Wealth Goal Insurance Plan |
| Offer |
Up to 6.15% off your single premium |
| Promotional Period |
9 January 2023 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
30% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
[Exclusive for Well+ members] 60% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
60% first year premium discount on VHIS-Flexi if customer applies together with HSBC Qualifying Deferred Annuity Plans |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
A first year premium waiver for eligible customers when applying for any selected life insurance plan with designated annual premium amount (applicable to annual payment policy only) |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Goal Insurance Plan II |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Select Protection Linked Plan |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Income Goal Insurance Plan II |
| Offer |
Up to 3% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Jade Universal Life Plans |
| Offer |
Up to 8% off your first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Mortgage Protection Plan |
| Offer |
Up to 6-month premium waiver on first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Privileged Term Protection Plan |
| Offer |
Up to 3.5 month premium waiver on first-year premium |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
Additional 1.5% off first year premium discount for first-time insurance buyer |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
Additional 1.5% off first year premium discount upon maturity of eligible life insurance pan |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
Additional 1% first year premium discount on selected insurance plans |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
[Exclusive for Well+ members] Take out a new non-linked life insurance policy with an annualized premium of HK$5,000 or above after discount and enjoy extra reward of $500 RewardCash. |
| Promotional Period |
5 December 2022 – 31 March 2023 |
| T&C |
Terms and Conditions |
Offers from 5 December 2022 to 31 March 2023
| 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 | 1 January 2023 – 30 June 2023 | Terms and Conditions |
| Member get member | Get HKD 2,000 SOGO coupons upon successful referrals | 1 January 2023 – 31 March 2023 | Terms and Conditions |
| Member get member | Enjoy extra 0.1% on single premium payment or 1% discount on your first year premium for selected life insurance plans as a referee | 1 January 2023 – 31 March 2023 | Terms and Conditions |
| Special Maturity Recapture Program dscount | Up to 16.5% off your first-year premium upon maturity of eligible endowment plan | 5 December 2022– 31 March 2023 | 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 | 1 January 2023 – 30 June 2023 |
| T&C | Terms and Conditions |
| Campaign program | Member get member |
| Offer | Get HKD 2,000 SOGO coupons upon successful referrals |
| Promotional Period | 1 January 2023 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Campaign program | Member get member |
| Offer | Enjoy extra 0.1% on single premium payment or 1% discount on your first year premium for selected life insurance plans as a referee |
| Promotional Period | 1 January 2023 – 31 March 2023 |
| T&C |
Terms and Conditions |
| Campaign program | Special Maturity Recapture Program dscount |
| Offer | Up to 16.5% off your first-year premium upon maturity of eligible endowment plan |
| Promotional Period | 5 December 2022– 31 March 2023 |
| T&C | Terms and Conditions |
Offers from 1 October 2022 to 31 December 2022
| Product |
Offer |
Promotional Period |
T&C |
|---|---|---|---|
| HSBC EarlyIncome Deferred Annuity Plan | Up to 9% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC EarlyIncome Deferred Annuity Plan | Up to 12% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Family Goal Insurance Plan | Up to 9.5% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Family Protector | Over 80% off your first year premium (10-month premium waiver) with designated promo code |
1 October – 31 December 2022 | Terms and Conditions |
| HSBC Flourish Income Annuity Plan | Up to 7% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Health Goal Insurance Plan | Up to 18% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 9% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 12% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Paramount Global Life Insurance Plan | Up to 20% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | 20% off your first year premium for Swift Guard Critical Illness Plan for successful application upon Family Protector, VHIS Flexi Plan or Swift Save Insurance Plan | 15 September – 31 October 2022 | Terms and Conditions |
| HSBC Ultra Wealth Goal Insurance Plan | Up to 8% off your first-year premium | 1 November – 31 December 202 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 20% off your first-year premium |
1 October – 31 December 2022 | Terms and Conditions |
| HSBC VHIS Flexi Plan | Up to 60% first year premium discount on VHIS-Flexi if customer applies together with HSBC Qualifying Deferred Annuity Plans | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC VHIS Flexi Plan | A first year premium waiver for eligible customers when applying for any selected life insurance plan with designated annual premium amount (applicable to annual payment policy only) | 1 October – 31 December 2022 | Terms and Conditions |
| HSBC Wealth Goal Insurance Plan II | Up to 20% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| Income Goal Insurance Plan II | Up to 4% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| Jade Universal Life Plans | Up to 5.5% off your first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| Mortgage Protection Plan | Up to 6-month premium waiver on first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| Privileged Term Protection Plan | Up to 3.5 month premium waiver on first-year premium | 1 October – 31 December 2022 | Terms and Conditions |
| Selected insurance plans | Additional 1.5% off first year premium discount for first-time insurance buyer | 1 October – 31 December 2022 | Terms and Conditions |
| Selected insurance plans |
Additional 1% first year premium discount on selected insurance plans | 1 October – 31 December 2022 | Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
|---|---|
| Offer |
Up to 9% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
| Offer |
Up to 12% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Goal Insurance Plan |
| Offer |
Up to 9.5% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
Over 80% off your first year premium (10-month premium waiver) with designated promo code |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Flourish Income Annuity Plan |
| Offer |
Up to 7% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Health Goal Insurance Plan |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 9% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 12% off your first-year premium on HSBC Qualifying Deferred Annuity Plans if customer applies together with VHIS Flexi |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Paramount Global Life Insurance Plan |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
20% off your first year premium for Swift Guard Critical Illness Plan for successful application upon Family Protector, VHIS Flexi Plan or Swift Save Insurance Plan |
| Promotional Period |
15 September – 31 October 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Ultra Wealth Goal Insurance Plan |
| Offer |
Up to 8% off your first-year premium |
| Promotional Period |
1 November – 31 December 202 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
20% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
Up to 60% first year premium discount on VHIS-Flexi if customer applies together with HSBC Qualifying Deferred Annuity Plans |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
A first year premium waiver for eligible customers when applying for any selected life insurance plan with designated annual premium amount (applicable to annual payment policy only) |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Goal Insurance Plan II |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
Income Goal Insurance Plan II |
| Offer |
Up to 4% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
Jade Universal Life Plans |
| Offer |
Up to 5.5% off your first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
Mortgage Protection Plan |
| Offer |
Up to 6-month premium waiver on first-year premium |
| Promotional Period |
1 October – 31 December 2022 |
| 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 – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
Additional 1.5% off first year premium discount for first-time insurance buyer |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
Additional 1% first year premium discount on selected insurance plans |
| Promotional Period |
1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
Offers from 1 October 2022 to 31 December 2022
| 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 | 1 July – 31 December 2022 | Terms and Conditions |
| Member get member | Get HKD 2,000 SOGO coupons upon successful referrals | 1 October – 31 December 2022 | Terms and Conditions |
| Member get member | Enjoy extra 0.1% on single premium payment or 1% discount on your first year premium for selected life insurance plans as a referee | 1 October – 31 December 2022 | Terms and Conditions |
| Maturity discount | Up to 8% off your first-year premium upon maturity of eligible endowment plan | 1 April – 31 December 2022 | Terms and Conditions |
| Well+ Member get member | Earn $20 RewardCash by joining Well+ or upon each successful referral | 5 September – 31 October 2022 | 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 | 1 July – 31 December 2022 |
| T&C | Terms and Conditions |
| Campaign program | Member get member |
| Offer | Get HKD 2,000 SOGO coupons upon successful referrals |
| Promotional Period | 1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Campaign program | Member get member |
| Offer | Enjoy extra 0.1% on single premium payment or 1% discount on your first year premium for selected life insurance plans as a referee |
| Promotional Period | 1 October – 31 December 2022 |
| T&C |
Terms and Conditions |
| Campaign program | Maturity discount |
| Offer | Up to 8% off your first-year premium upon maturity of eligible endowment plan |
| Promotional Period | 1 April – 31 December 2022 |
| T&C | Terms and Conditions |
| Campaign program | Well+ Member get member |
| Offer | Earn $20 RewardCash by joining Well+ or upon each successful referral |
| Promotional Period | 5 September – 31 October 2022 |
| T&C | Terms and Conditions |
Overseas StudySurance
Limited time offer for Selected Customers
Apply for Overseas StudySurance from 1 May 2022 to 31 January 2023 to receive an instant 10% discount off your premium in perpetual* and HKD400 in YATA gift certificates. Promo code required.
*The discount applies at policy inception and renewal afterwards (if applicable)