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.
Find forms related to
- Life claims
- VHIS claims
- Medical insurance – second opinion / pre-authorisation forms
- Employee benefit claims
- General insurance claims – accidental and health
- General insurance claims – travel
- General insurance claims – motor
- General insurance claims – home and domestic helper
- General insurance claims - mortgage
Claim Forms
Life claims
Medical insurance – second opinion / pre-authorisation forms
Employee benefits claims
General insurance claims – accidental and health
General insurance claims – motor
Policy Servicing Forms
General insurance – amendments and requests
Life insurance – amendments and requests
You can now login to update your beneficiary via Online Banking or HSBC HK App in a few simple steps. See how to guide.
Or you may download “Change of beneficiary” paper form.
Life insurance – policy withdrawal / policy loan
Life insurance – lost / replacement / reinstatement
Tax and FATCA Related
Take me straight to
Product Brochures
HSBC Comprehensive Critical Illness Protection Plan
Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
HSBC Family Goal Insurance Plan
Jun 2022 > Feb 2021 > Jan 2019 – Bilingual > Jan 2019 > Aug 2018 >
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
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 April 2023 to 30 June 2023
| Product |
Offer |
Promotional Period |
T&C |
|---|---|---|---|
| HSBC EarlyIncome Deferred Annuity Plan | Up to 8.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Family Goal Insurance Plan | Up to 7.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Family Protector | 75% off your first year premium (9-month premium waiver) with designated promo code | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Family Protector | [Exclusive for Well+ members] Over 90% off your first year premium (11-month premium waiver) | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Flourish Income Annuity Plan | Up to 8.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Health Goal Insurance Plan | Up to 11.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 8.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Jubilee Wealth Insurance Plan | Up to 8.15% off your single premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Paramount Global Life Insurance Plan | Up to 16.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | 10% off your first-year premium with designated promo code | 1 April 2023 – 30 June 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 | 1 April 2023 – 30 June 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 | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Ultra Wealth Goal Insurance Plan | Up to 6.15% off your single premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 30% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC VHIS Flexi Plan | [Exclusive for Well+ members] 60% off your first-year premium | 1 April 2023 – 30 June 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) | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Wealth Goal Insurance Plan II | Up to 19.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Wealth Select Protection Linked Plan | Up to 20% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Income Goal Insurance Plan II | Up to 4.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Jade Universal Life Plans | Up to 9.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Mortgage Protection Plan | Up to 6-month premium waiver on first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Privileged Term Protection Plan | Up to 3.5 month premium waiver on first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Selected insurance plans | Additional 1.5% off first year premium discount for first-time insurance buyer | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Selected insurance plans | Additional 1.5% off first year premium discount upon maturity of eligible life insurance pan | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Selected insurance plans | Additional 1% first year premium discount on selected insurance plans | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Selected insurance plans | [Exclusive for Well+ members] Join “Get Insured – Basic Challenge” and 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. | 1 April 2023 – 31 August 2023 | Terms and Conditions |
| Selected insurance plans | [Exclusive for Well+ members] Join “Get Insured – Advanced Challenge” and take out a new non-linked life insurance policy with an annualized premium of HK$200,000 or above after discount and enjoy extra reward of $1,000 RewardCash. | 1 April 2023 – 31 May 2023 | Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
|---|---|
| Offer |
Up to 8.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Goal Insurance Plan |
| Offer |
Up to 7.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
75% off your first year premium (9-month premium waiver) with designated promo code |
| Promotional Period |
1 April 2023 – 30 June 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 |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Flourish Income Annuity Plan |
| Offer |
Up to 8.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Health Goal Insurance Plan |
| Offer |
Up to 11.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 8.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Jubilee Wealth Insurance Plan |
| Offer |
Up to 8.15% off your single premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Paramount Global Life Insurance Plan |
| Offer |
Up to 16.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
10% off your first-year premium with designated promo code |
| Promotional Period |
1 April 2023 – 30 June 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 |
1 April 2023 – 30 June 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 |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Ultra Wealth Goal Insurance Plan |
| Offer |
Up to 6.15% off your single premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
30% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
[Exclusive for Well+ members] 60% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 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 |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Goal Insurance Plan II |
| Offer |
Up to 19.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Select Protection Linked Plan |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
Income Goal Insurance Plan II |
| Offer |
Up to 4.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
Jade Universal Life Plans |
| Offer |
Up to 9.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
Mortgage Protection Plan |
| Offer |
Up to 6-month premium waiver on first-year premium |
| Promotional Period |
1 April 2023 – 30 June 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 |
1 April 2023 – 30 June 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 |
1 April 2023 – 30 June 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 |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
Additional 1% first year premium discount on selected insurance plans |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
[Exclusive for Well+ members] Join “Get Insured – Basic Challenge” and 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 |
1 April 2023 – 31 August 2023 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
[Exclusive for Well+ members] Join “Get Insured – Advanced Challenge” and take out a new non-linked life insurance policy with an annualized premium of HK$200,000 or above after discount and enjoy extra reward of $1,000 RewardCash. |
| Promotional Period |
1 April 2023 – 31 May 2023 |
| T&C |
Terms and Conditions |
Offers from 1 April 2023 to 30 June 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 April 2023 – 30 June 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 April 2023 – 30 June 2023 | Terms and Conditions |
| Special Maturity Recapture Program discount | Up to 13.5% off your first-year premium on selected insurance plans upon maturity of eligible life insurance pan | 1 March 2023 – 30 June 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 April 2023 – 30 June 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 April 2023 – 30 June 2023 |
| T&C | Terms and Conditions |
| Campaign program | Special Maturity Recapture Program discount |
| Offer | Up to 13.5% off your first-year premium on selected insurance plans upon maturity of eligible life insurance pan |
| Promotional Period | 1 March 2023 – 30 June 2023 |
| T&C | Terms and Conditions |
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 | 75% off your first year premium (9-month premium waiver) with designated promo code |
9 January 2023 – 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 |
75% off your first year premium (9-month premium waiver) with designated promo code |
| Promotional Period |
9 January 2023 – 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 |
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)
Make a claim
Find forms related to
- Life claims
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- Employee benefit claims
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- General insurance claims – travel
- General insurance claims – motor
- General insurance claims – home and domestic helper
- General insurance claims - mortgage
Claim Forms
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General insurance claims – accidental and health
General insurance claims – motor
Amend your policy
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Life insurance – amendments and requests
You can now login to update your beneficiary via Online Banking or HSBC HK App in a few simple steps. See how to guide.
Or you may download “Change of beneficiary” paper form.
Life insurance – policy withdrawal / policy loan
Life insurance – lost / replacement / reinstatement
Tax and FATCA Related
Product documents
Take me straight to
Product Brochures
HSBC Comprehensive Critical Illness Protection Plan
Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
HSBC Family Goal Insurance Plan
Jun 2022 > Feb 2021 > Jan 2019 – Bilingual > Jan 2019 > Aug 2018 >
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
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 >
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Jul 2017 >
Hospital Cash Benefit for HSBC Comprehensive Critical Illness Protection Plan
Jun 2017 >
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Feb 2021 >
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(This is not applicable for applications on or after 6 Feb 2023.)
Silver Plan
Gold Plan
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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 April 2023 to 30 June 2023
| Product |
Offer |
Promotional Period |
T&C |
|---|---|---|---|
| HSBC EarlyIncome Deferred Annuity Plan | Up to 8.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Family Goal Insurance Plan | Up to 7.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Family Protector | 75% off your first year premium (9-month premium waiver) with designated promo code | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Family Protector | [Exclusive for Well+ members] Over 90% off your first year premium (11-month premium waiver) | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Flourish Income Annuity Plan | Up to 8.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Health Goal Insurance Plan | Up to 11.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 8.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Jubilee Wealth Insurance Plan | Up to 8.15% off your single premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Paramount Global Life Insurance Plan | Up to 16.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | 10% off your first-year premium with designated promo code | 1 April 2023 – 30 June 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 | 1 April 2023 – 30 June 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 | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Ultra Wealth Goal Insurance Plan | Up to 6.15% off your single premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 30% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC VHIS Flexi Plan | [Exclusive for Well+ members] 60% off your first-year premium | 1 April 2023 – 30 June 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) | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Wealth Goal Insurance Plan II | Up to 19.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| HSBC Wealth Select Protection Linked Plan | Up to 20% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Income Goal Insurance Plan II | Up to 4.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Jade Universal Life Plans | Up to 9.5% off your first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Mortgage Protection Plan | Up to 6-month premium waiver on first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Privileged Term Protection Plan | Up to 3.5 month premium waiver on first-year premium | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Selected insurance plans | Additional 1.5% off first year premium discount for first-time insurance buyer | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Selected insurance plans | Additional 1.5% off first year premium discount upon maturity of eligible life insurance pan | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Selected insurance plans | Additional 1% first year premium discount on selected insurance plans | 1 April 2023 – 30 June 2023 | Terms and Conditions |
| Selected insurance plans | [Exclusive for Well+ members] Join “Get Insured – Basic Challenge” and 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. | 1 April 2023 – 31 August 2023 | Terms and Conditions |
| Selected insurance plans | [Exclusive for Well+ members] Join “Get Insured – Advanced Challenge” and take out a new non-linked life insurance policy with an annualized premium of HK$200,000 or above after discount and enjoy extra reward of $1,000 RewardCash. | 1 April 2023 – 31 May 2023 | Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
|---|---|
| Offer |
Up to 8.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Goal Insurance Plan |
| Offer |
Up to 7.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
75% off your first year premium (9-month premium waiver) with designated promo code |
| Promotional Period |
1 April 2023 – 30 June 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 |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Flourish Income Annuity Plan |
| Offer |
Up to 8.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Health Goal Insurance Plan |
| Offer |
Up to 11.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 8.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Jubilee Wealth Insurance Plan |
| Offer |
Up to 8.15% off your single premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Paramount Global Life Insurance Plan |
| Offer |
Up to 16.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
10% off your first-year premium with designated promo code |
| Promotional Period |
1 April 2023 – 30 June 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 |
1 April 2023 – 30 June 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 |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Ultra Wealth Goal Insurance Plan |
| Offer |
Up to 6.15% off your single premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
30% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
[Exclusive for Well+ members] 60% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 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 |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Goal Insurance Plan II |
| Offer |
Up to 19.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Select Protection Linked Plan |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
Income Goal Insurance Plan II |
| Offer |
Up to 4.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
Jade Universal Life Plans |
| Offer |
Up to 9.5% off your first-year premium |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
Mortgage Protection Plan |
| Offer |
Up to 6-month premium waiver on first-year premium |
| Promotional Period |
1 April 2023 – 30 June 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 |
1 April 2023 – 30 June 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 |
1 April 2023 – 30 June 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 |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
Additional 1% first year premium discount on selected insurance plans |
| Promotional Period |
1 April 2023 – 30 June 2023 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
[Exclusive for Well+ members] Join “Get Insured – Basic Challenge” and 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 |
1 April 2023 – 31 August 2023 |
| T&C |
Terms and Conditions |
| Product |
Selected insurance plans |
| Offer |
[Exclusive for Well+ members] Join “Get Insured – Advanced Challenge” and take out a new non-linked life insurance policy with an annualized premium of HK$200,000 or above after discount and enjoy extra reward of $1,000 RewardCash. |
| Promotional Period |
1 April 2023 – 31 May 2023 |
| T&C |
Terms and Conditions |
Offers from 1 April 2023 to 30 June 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 April 2023 – 30 June 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 April 2023 – 30 June 2023 | Terms and Conditions |
| Special Maturity Recapture Program discount | Up to 13.5% off your first-year premium on selected insurance plans upon maturity of eligible life insurance pan | 1 March 2023 – 30 June 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 April 2023 – 30 June 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 April 2023 – 30 June 2023 |
| T&C | Terms and Conditions |
| Campaign program | Special Maturity Recapture Program discount |
| Offer | Up to 13.5% off your first-year premium on selected insurance plans upon maturity of eligible life insurance pan |
| Promotional Period | 1 March 2023 – 30 June 2023 |
| T&C | Terms and Conditions |
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 | 75% off your first year premium (9-month premium waiver) with designated promo code |
9 January 2023 – 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 |
75% off your first year premium (9-month premium waiver) with designated promo code |
| Promotional Period |
9 January 2023 – 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 |
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)