Policy Management

Log in to the eService Platform, your policy(ies) will be displayed on the “Policy Overview” page. Click “More Options ” on the top right corner of your selected policy  and select “Policy Change”

After reading and accepting the e-Policy Change Service Terms and Conditions, select “Change of Contact Details” and click “Submit”

Enter the information to be updated, such as your email, mailing address or contact number. Click “Next Step” to proceed to the confirmation page

Verify the information entered on the confirmation page, click “Confirm” to submit the application

*If the jurisdiction of your original and/or new address/ telephone number is outside Hong Kong, a "Self-Certificate Form for Tax Residency" must be provided.

Note: You may be requested to submit additional information in certain circumstances

Log in to the eService Platform, your policy(ies) will be displayed on the “Policy Overview” page. Click “More Options ” on the top right corner of your selected policy  and select “Policy Change”

Click “e-Policy” to view the policy contract or click “e-Statement” to view the anniversary statement

If the new beneficiary(ies) is/are a corporation, please submit a copy of the "Certificate of Incorporation" and "Business Registration Certificate". (except for charitable institutions listed on the Inland Revenue Department’s website). 

If the Policy Owner has not previously submitted an identity document or the identity document has been updated, please submit a certified true copy.

Download the Application for Key Personal Information Change form and complete the change of beneficiary section

In Person:

1. Customer Service Centres
2. Bank of China (Hong Kong) Branch

By Mail:
13/F, 1111 King's Road, Taikoo Shing, Hong Kong

Note
Please ensure all application forms are submitted to us within 30 days of the signing date. We may contact you to provide additional supporting documents while processing your application. Upon completion, we will send a confirmation notice via your chosen communication channel.

Log in to the eService Platform, your policy(ies) will be displayed on the “Policy Overview” page. Click “More Options ” on the top right corner of your selected policy  and select “Policy Change”

Select “Change of Premium Payment Method”, then choose either Bank Transfer or Credit Card for automatic payment 

Enter your account or credit card information and click “Next Step” to proceed to the confirmation page

Verify the information entered, click “Confirm” to submit the application

Log in to the eService Platform, your policy(ies) will be displayed on the “Policy Overview” page. Click “More Options ” on the top right corner of your selected policy  and select “Policy Change”

After reading and accepting the e-Policy Change Service Terms and Conditions, select “Change of Option (e.g. Dividend/ Guaranteed Cash Payment etc.)” and click “Submit”

Select the option(s) to be changed, e.g. Dividend, Monthly Income/Guaranteed Cash Payment, Maturity Payment etc. Then select your preferred payment method, such as Bank Transfer / Cheque / Accumulation with Interest / FPS, and input the required information. Verify that the information entered is correct.  Click “Confirm” to submit the application

Note: You may be required to provide additional information under certain circumstances