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1. Personal Information: Basic details of the proposer including full name, HKID/passport number, date of birth, occupation, contact information and correspondence address
2. Insurance Product Selection: Specification of the type of insurance coverage being applied for and desired coverage amounts
3. Risk Details: Specific information related to the risk being insured (varies based on insurance type - e.g., property details for home insurance, health conditions for medical insurance)
4. Previous Insurance History: Details of any previous insurance policies, claims history, and whether any insurer has ever declined, cancelled, or imposed special terms
5. Declaration of Facts: Statement confirming all information provided is true and complete, acknowledging duty of disclosure
6. Privacy Policy Statement: Statement on how personal data will be collected, used and protected in compliance with the Personal Data (Privacy) Ordinance
7. Authorization: Client's authorization for the insurer to collect and verify information, including medical information if applicable
1. Beneficiary Designation: For life insurance proposals - details of primary and secondary beneficiaries
2. Medical Questionnaire: For health-related insurance - detailed health history and current medical conditions
3. Financial Information: For high-value policies or certain life insurance products - income details and source of funds for AML compliance
4. Supplementary Benefits: Optional riders or additional coverage options available with the main policy
5. Third Party Authorization: When a third party is authorized to act on behalf of the proposer
6. Business Details: For commercial insurance - additional information about the business operations and risk management
1. Schedule of Benefits: Detailed breakdown of coverage amounts and benefits under different sections of the policy
2. Premium Payment Schedule: Details of premium amounts, payment frequency and payment methods
3. Medical Examination Requirements: List of required medical tests based on age, sum assured and type of coverage
4. Document Checklist: List of required supporting documents to be submitted with the proposal form
5. Risk Disclosure Statement: Standard risk warnings and important notes about the insurance product
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