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Life Insurance

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You can now upload forms and supporting documents for your submitted insurance application and listed policy servicing request or claim request.

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This service is only applicable to life insurance policies underwritten by HSBC Life (International) Limited. For your general insurance policies, you can call AXA's insurance service hotline for more details.

Rider Factsheets

Policy Provisions

HSBC VHIS Standard Plan

The following provision is not applicable for applications on or after 29 Mar 2021.

S00042-01-000-01 [Jul 2020] [PDF] Download

HSBC VHIS Flexi Plan

The following provisions are not applicable for applications on or after 29 Mar 2021.

Forms

Amend or change your policy

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Medical Insurance

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Policy Wording

Forms

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HSBC Life Benefits+ Claim Forms

Special offers

Premium discount and RewardCash offers – 1 January 2021 to 31 March 2021
Insurance Plans	Offer	Promotional Period	T&C
HSBC Wealth Goal Insurance Plan II	Happy Retirement Booster Offer: 10% off your first-year premium	11 March 2021 – 31 March 2021	Terms and Conditions
HSBC Wealth Goal Insurance Plan II	Time Limited Double Happiness Offer: 10% off your first-year premium	8 February 2021 – 1 March 2021	Terms and Conditions
HSBC Wealth Goal Insurance Plan II	Up to 10% off your first-year premium	1 January 2021 - 31 March 2021	Terms and Conditions
EarlyIncome Annuity Plan	Happy Retirement Booster Offer: Earn up to an extra $128,000 RewardCash	11 March 2021- 31 March 2021	Terms and Conditions
EarlyIncome Annuity Plan	Up to 10% off your first-year premium	1 January 2021 - 31 March 2021	Terms and Conditions
HSBC EarlyIncome Deferred Annuity Plan	Happy Retirement Booster Offer: Earn up to an extra $128,000 RewardCash	11 March 2021- 31 March 2021	Terms and Conditions
HSBC EarlyIncome Deferred Annuity Plan	Up to 13% off your first-year premium	1 January 2021 - 31 March 2021	Terms and Conditions
HSBC Family Goal Insurance Plan	Happy Retirement Booster Offer: 10% off your first-year premium	11 March 2021 – 31 March 2021	Terms and Conditions
HSBC Family Goal Insurance Plan	Time Limited Double Happiness Offer: 10% off your first-year premium	8 February 2021 – 28 February 2021	Terms and Conditions
HSBC Family Goal Insurance Plan	Up to 10% off your first-year premium	1 January 2021 - 31 March 2021	Terms and Conditions
Goal Access Universal Life Plan (Protection)	Up to 3% off your first-year premium	1 January 2021 - 31 March 2021	Terms and Conditions
Goal Access Universal Life Plan (Education)	Up to 3% off your first-year premium	1 January 2021 - 31 March 2021	Terms and Conditions
Jade Universal Life Plans	5% RewardCash Offer for Jade/Jade UL Plans: Earn up to an extra $188,000 RewardCash	16 March – 31 March 2021	Terms and Conditions
Jade Universal Life Plans	Time Limited Double Happiness Offer: Earn up to an extra $188,000 RewardCash	8 February 2021 – 1 March 2021	Terms and Conditions
Jade Universal Life Plans	Up to 5% off your first-year premium	1 January 2021 - 31 March 2021	Terms and Conditions
HSBC Family Protector	2 month premium waiver	Offer ends on 31 December 2021	Terms and Conditions
HSBC Family Protector	10% RewardCash offer	2 March 2021 - 30 April 2021	Terms and Conditions
HSBC VHIS Flexi Plan	Up to 15% off your first-year premium when applying for HSBC VHIS Flexi plan upon opening a new bank account or upgrading your current HSBC bank account	1 January 2021 - 31 March 2021	Terms and Conditions
HSBC VHIS Flexi Plan	Up to 10% off your first-year premium when applying for HSBC VHIS Flexi plan and any HSBC qualifying deferred annuity plan together	1 January 2021 - 31 March 2021	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 January 2021 - 31 March 2021	Terms and Conditions
HSBC Income Goal Deferred Annuity Plan	Happy Retirement Booster Offer: Earn up to an extra $128,000 RewardCash	11 March 2021 – 31 March 2021	Terms and Conditions
HSBC Income Goal Deferred Annuity Plan	Up to 13% off your first-year premium	1 January 2021 - 1 March 2021	Terms and Conditions
Income Goal Insurance Plan II	Happy Retirement Booster Offer: Earn up to an extra $128,000 RewardCash	11 March 2021 – 31 March 2021	Terms and Conditions
Income Goal Insurance Plan II	Up to 10% off your first-year premium	1 January 2021 - 31 March 2021	Terms and Conditions
HSBC Health Goal Insurance Plan	Up to 16% off your first-year premium	1 January 2021 - 31 March 2021	Terms and Conditions
Mortgage Protection Plan	Up to 6 month premium waiver	1 January 2021 - 31 March 2021	Terms and Conditions
1% RewardCash Offer	Earn up to an extra $88,000 RewardCash	7 December 2020 - 31 March 2021	Terms and Conditions
Additional premium discount	Additional 1% first year premium discount on selected insurance plans	1 January 2021 - 31 March 2021	Terms and Conditions
Well+ additional premium discount	Additional 2% off on first year premium	15 March 2021 - 30 June 2021	Terms and Conditions

Premium discount and RewardCash offers – 1 January 2021 to 31 March 2021
Insurance Plans	HSBC Wealth Goal Insurance Plan II
Offer	Happy Retirement Booster Offer: 10% off your first-year premium
Promotional Period	11 March 2021 – 31 March 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Wealth Goal Insurance Plan II
Offer	Time Limited Double Happiness Offer: 10% off your first-year premium
Promotional Period	8 February 2021 – 1 March 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Wealth Goal Insurance Plan II
Offer	Up to 10% off your first-year premium
Promotional Period	1 January 2021 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	EarlyIncome Annuity Plan
Offer	Happy Retirement Booster Offer: Earn up to an extra $128,000 RewardCash
Promotional Period	11 March 2021- 31 March 2021
T&C	Terms and Conditions

Insurance Plans	EarlyIncome Annuity Plan
Offer	Up to 10% off your first-year premium
Promotional Period	1 January 2021 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	HSBC EarlyIncome Deferred Annuity Plan
Offer	Happy Retirement Booster Offer: Earn up to an extra $128,000 RewardCash
Promotional Period	11 March 2021- 31 March 2021
T&C	Terms and Conditions

Insurance Plans	HSBC EarlyIncome Deferred Annuity Plan
Offer	Up to 13% off your first-year premium
Promotional Period	1 January 2021 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Family Goal Insurance Plan
Offer	Happy Retirement Booster Offer: 10% off your first-year premium
Promotional Period	11 March 2021 – 31 March 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Family Goal Insurance Plan
Offer	Time Limited Double Happiness Offer: 10% off your first-year premium
Promotional Period	8 February 2021 – 28 February 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Family Goal Insurance Plan
Offer	Up to 10% off your first-year premium
Promotional Period	1 January 2021 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	Goal Access Universal Life Plan (Protection)
Offer	Up to 3% off your first-year premium
Promotional Period	1 January 2021 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	Goal Access Universal Life Plan (Education)
Offer	Up to 3% off your first-year premium
Promotional Period	1 January 2021 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	Jade Universal Life Plans
Offer	5% RewardCash Offer for Jade/Jade UL Plans: Earn up to an extra $188,000 RewardCash
Promotional Period	16 March – 31 March 2021
T&C	Terms and Conditions

Insurance Plans	Jade Universal Life Plans
Offer	Time Limited Double Happiness Offer: Earn up to an extra $188,000 RewardCash
Promotional Period	8 February 2021 – 1 March 2021
T&C	Terms and Conditions

Insurance Plans	Jade Universal Life Plans
Offer	Up to 5% off your first-year premium
Promotional Period	1 January 2021 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Family Protector
Offer	2 month premium waiver
Promotional Period	Offer ends on 31 December 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Family Protector
Offer	10% RewardCash offer
Promotional Period	2 March 2021 - 30 April 2021
T&C	Terms and Conditions

Insurance Plans	HSBC VHIS Flexi Plan
Offer	Up to 15% off your first-year premium when applying for HSBC VHIS Flexi plan upon opening a new bank account or upgrading your current HSBC bank account
Promotional Period	1 January 2021 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	HSBC VHIS Flexi Plan
Offer	Up to 10% off your first-year premium when applying for HSBC VHIS Flexi plan and any HSBC qualifying deferred annuity plan together
Promotional Period	1 January 2021 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	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 January 2021 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Income Goal Deferred Annuity Plan
Offer	Happy Retirement Booster Offer: Earn up to an extra $128,000 RewardCash
Promotional Period	11 March 2021 – 31 March 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Income Goal Deferred Annuity Plan
Offer	Up to 13% off your first-year premium
Promotional Period	1 January 2021 - 1 March 2021
T&C	Terms and Conditions

Insurance Plans	Income Goal Insurance Plan II
Offer	Happy Retirement Booster Offer: Earn up to an extra $128,000 RewardCash
Promotional Period	11 March 2021 – 31 March 2021
T&C	Terms and Conditions

Insurance Plans	Income Goal Insurance Plan II
Offer	Up to 10% off your first-year premium
Promotional Period	1 January 2021 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Health Goal Insurance Plan
Offer	Up to 16% off your first-year premium
Promotional Period	1 January 2021 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	Mortgage Protection Plan
Offer	Up to 6 month premium waiver
Promotional Period	1 January 2021 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	1% RewardCash Offer
Offer	Earn up to an extra $88,000 RewardCash
Promotional Period	7 December 2020 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	Additional premium discount
Offer	Additional 1% first year premium discount on selected insurance plans
Promotional Period	1 January 2021 - 31 March 2021
T&C	Terms and Conditions

Insurance Plans	Well+ additional premium discount
Offer	Additional 2% off on first year premium
Promotional Period	15 March 2021 - 30 June 2021
T&C	Terms and Conditions

Other offers – 1 January 2021 to 31 March 2021
Campaign program	Offer	Promotional Period	T&C
Member get member	Get HKD 2,000 SOGO coupons upon successful referrals	1 January 2021 - 30 June 2021	Terms and Conditions
Member get member	Up to extra 1% discount on your first year premium for selected life insurance plans as a referee	1 January 2021 - 30 June 2021	Terms and Conditions
Maturity discount	Up to 7% off your first-year premium upon maturity of eligible endowment plan	1 January 2021 - 31 March 2021	Terms and Conditions
HSBC Premier Mastercard® Credit Card RewardCash offer	Earn up to an extra $3,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card	1 January 2021 - 30 June 2021	Terms and Conditions
Well+ RewardCash Offer	Earn up to an extra $500 RewardCash	15 March 2021 - 30 June 2021	Terms and Conditions

Other offers – 1 January 2021 to 31 March 2021
Campaign program	Member get member
Offer	Get HKD 2,000 SOGO coupons upon successful referrals
Promotional Period	1 January 2021 - 30 June 2021
T&C	Terms and Conditions

Campaign program	Member get member
Offer	Up to extra 1% discount on your first year premium for selected life insurance plans as a referee
Promotional Period	1 January 2021 - 30 June 2021
T&C	Terms and Conditions

Campaign program	Maturity discount
Offer	Up to 7% off your first-year premium upon maturity of eligible endowment plan
Promotional Period	1 January 2021 - 31 March 2021
T&C	Terms and Conditions

Campaign program	HSBC Premier Mastercard® Credit Card RewardCash offer
Offer	Earn up to an extra $3,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card
Promotional Period	1 January 2021 - 30 June 2021
T&C	Terms and Conditions

Campaign program	Well+ RewardCash Offer
Offer	Earn up to an extra $500 RewardCash
Promotional Period	15 March 2021 - 30 June 2021
T&C	Terms and Conditions

Premium discount and RewardCash offers – 1 April to 30 June 2021
Insurance Plans	Offer	Promotional Period	T&C
HSBC Wealth Goal Insurance Plan II	Up to 10% off your first-year premium	1 April 2021 - 30 June 2021	Terms and Conditions
EarlyIncome Annuity Plan	Up to 10% off your first-year premium	1 April 2021 - 30 June 2021	Terms and Conditions
HSBC EarlyIncome Deferred Annuity Plan	Up to 12% off your first-year premium	1 April 2021 - 30 June 2021	Terms and Conditions
HSBC Family Goal Insurance Plan	Up to 10% off your first-year premium	1 April 2021 - 30 June 2021	Terms and Conditions
Goal Access Universal Life Plan (Protection)	Up to 3% off your first-year premium	1 April 2021 - 30 June 2021	Terms and Conditions
Goal Access Universal Life Plan (Education)	Up to 3% off your first-year premium	1 April 2021 - 30 June 2021	Terms and Conditions
Jade Universal Life Plans	Up to 5% off your first-year premium	1 April 2021 - 30 June 2021	Terms and Conditions
HSBC Paramount Global Life Insurance Plan	Up to 5% off your first-year premium	1 April 2021 - 30 June 2021	Terms and Conditions
HSBC Family Protector	2 month premium waiver	Offer ends on 31 December 2021	Terms and Conditions
HSBC Family Protector	10% RewardCash offer	2 March 2021 - 30 April 2021	Terms and Conditions
HSBC VHIS Flexi Plan	Up to 15% off your first-year premium when applying for HSBC VHIS Flexi plan upon opening a new bank account or upgrading your current HSBC bank account	1 April 2021 - 30 June 2021	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 April 2021 - 30 June 2021	Terms and Conditions
HSBC Income Goal Deferred Annuity Plan	Up to 12% off your first-year premium	1 April 2021 - 30 June 2021	Terms and Conditions
Income Goal Insurance Plan II	Up to 10% off your first-year premium	1 April 2021 - 30 June 2021	Terms and Conditions
HSBC Health Goal Insurance Plan	Up to 16% off your first-year premium	1 April 2021 - 30 June 2021	Terms and Conditions
Mortgage Protection Plan	Up to 6 month premium waiver	1 April 2021 - 30 June 2021	Terms and Conditions
Additional premium discount	Additional 1% first year premium discount on selected insurance plans	1 April 2021 - 30 June 2021	Terms and Conditions
Well+ additional premium discount	Additional 2% off on first year premium	15 March 2021 - 30 June 2021	Terms and Conditions

Premium discount and RewardCash offers – 1 April to 30 June 2021
Insurance Plans	HSBC Wealth Goal Insurance Plan II
Offer	Up to 10% off your first-year premium
Promotional Period	1 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	EarlyIncome Annuity Plan
Offer	Up to 10% off your first-year premium
Promotional Period	1 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	HSBC EarlyIncome Deferred Annuity Plan
Offer	Up to 12% off your first-year premium
Promotional Period	1 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Family Goal Insurance Plan
Offer	Up to 10% off your first-year premium
Promotional Period	1 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	Goal Access Universal Life Plan (Protection)
Offer	Up to 3% off your first-year premium
Promotional Period	1 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	Goal Access Universal Life Plan (Education)
Offer	Up to 3% off your first-year premium
Promotional Period	1 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	Jade Universal Life Plans
Offer	Up to 5% off your first-year premium
Promotional Period	1 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Paramount Global Life Insurance Plan
Offer	Up to 5% off your first-year premium
Promotional Period	1 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Family Protector
Offer	2 month premium waiver
Promotional Period	Offer ends on 31 December 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Family Protector
Offer	10% RewardCash offer
Promotional Period	2 March 2021 - 30 April 2021
T&C	Terms and Conditions

Insurance Plans	HSBC VHIS Flexi Plan
Offer	Up to 15% off your first-year premium when applying for HSBC VHIS Flexi plan upon opening a new bank account or upgrading your current HSBC bank account
Promotional Period	1 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	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 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Income Goal Deferred Annuity Plan
Offer	Up to 12% off your first-year premium
Promotional Period	1 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	Income Goal Insurance Plan II
Offer	Up to 10% off your first-year premium
Promotional Period	1 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	HSBC Health Goal Insurance Plan
Offer	Up to 16% off your first-year premium
Promotional Period	1 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	Mortgage Protection Plan
Offer	Up to 6 month premium waiver
Promotional Period	1 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	Additional premium discount
Offer	Additional 1% first year premium discount on selected insurance plans
Promotional Period	1 April 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Plans	Well+ additional premium discount
Offer	Additional 2% off on first year premium
Promotional Period	15 March 2021 - 30 June 2021
T&C	Terms and Conditions

Other offers – 1 April to 30 June 2021
Campaign program	Offer	Promotional Period	T&C
Member get member	Get HKD 2,000 SOGO coupons upon successful referrals	1 January 2021 - 30 June 2021	Terms and Conditions
Member get member	Up to extra 1% discount on your first year premium for selected life insurance plans as a referee	1 January 2021 - 30 June 2021	Terms and Conditions
Maturity discount	Up to 7% off your first-year premium upon maturity of eligible endowment plan	1 January 2021 - 31 December 2021	Terms and Conditions
HSBC Premier Mastercard® Credit Card RewardCash offer	Earn up to an extra $3,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card	1 January 2021 - 30 June 2021	Terms and Conditions
Well+ RewardCash Offer	Earn up to an extra $500 RewardCash	15 March 2021 - 30 June 2021	Terms and Conditions

Other offers – 1 April to 30 June 2021
Campaign program	Member get member
Offer	Get HKD 2,000 SOGO coupons upon successful referrals
Promotional Period	1 January 2021 - 30 June 2021
T&C	Terms and Conditions

Campaign program	Member get member
Offer	Up to extra 1% discount on your first year premium for selected life insurance plans as a referee
Promotional Period	1 January 2021 - 30 June 2021
T&C	Terms and Conditions

Campaign program	Maturity discount
Offer	Up to 7% off your first-year premium upon maturity of eligible endowment plan
Promotional Period	1 January 2021 - 31 December 2021
T&C	Terms and Conditions

Campaign program	HSBC Premier Mastercard® Credit Card RewardCash offer
Offer	Earn up to an extra $3,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card
Promotional Period	1 January 2021 - 30 June 2021
T&C	Terms and Conditions

Campaign program	Well+ RewardCash Offer
Offer	Earn up to an extra $500 RewardCash
Promotional Period	15 March 2021 - 30 June 2021
T&C	Terms and Conditions

Insurance Forms and Documents Download

Life Insurance

Product Brochure

Rider Factsheets

Policy Provisions

Forms

Amend or change your policy

Claim Forms

FATCA related forms and documents

Medical Insurance

Product Brochure

Medical Claim Forms

General Insurance

Policy Wording

Forms

Claim Forms

Employee Benefits

HSBC Life Benefits+ Claim Forms

Special offers

Premium discount and RewardCash offers – 1 January to 31 March 2021

Other offers – 1 January to 31 March 2021

Premium discount and RewardCash offers – 1 April to 30 June 2021

Other offers – 1 April to 30 June 2021