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How to view your policy details
How to make changes to your policy
- Update beneficiaries
- Update mobile phone number / email address / residential & correspondence address
- Update insurance statement preference
- Change payment instruction
- Switch investment choices for Investment-linked assurance scheme plans
- Change of premium allocation
- Policy value withdrawal (For Non-Investment-linked assurance scheme plans)
- Policy value withdrawal
Access your policy details on the HSBC HK App
View details of your policy anytime including policy value, coverage, beneficiaries, projected policy values, and more.
View eStatements, instruction history, and 'My medical card'
View and download eStatements
View instruction history
View 'My medical card' (for VHIS policies only)
How to make changes to your policy via HSBC HK App
You can update the details of your policy anytime via the HSBC HK App, including your contact details, beneficiaries, payment instructions, and investment choices.
Update beneficiaries
- From your home screen on the HSBC HK App, select your policy
- Scroll down to see 'Primary beneficiaries'
- Select 'Update primary beneficiaries' to update your primary beneficiaries and their percentage of entitlement
- You can also add or update secondary beneficiaries by following the onscreen instructions
Update mobile phone number / email address / residential & correspondence address
- From your home screen on the HSBC HK App, tap the profile icon on the top right corner
- Select 'Contact details' under 'Settings and preferences’
- Your mobile number, email address and correspondence address would be displayed on the 'Contact details' page. Tap on 'Edit' to edit your mobile number, email address and correspondence address.
- Follow the on-screen instruction to complete update
If you would like to change the correspondence address for particular policy or update correspondence address in Traditional Chinese/Simplified Chinese, You can download and submit the "Change of customer information" form using the “Document Upload” feature under "Insurance" on HSBC Internet Banking or Mobile Banking or HSBC website.
For details, please refer to https://www.hsbc.com.hk/insurance/forms/#life-insurance-policy-amendments-and-requests
Update insurance statement preference
- From your home screen on the HSBC HK App, select your policy
- Select 'Update insurance statement preference' to update your preference which would apply to all your in-force life insurance policies
Switch for Investment-linked assurance scheme plans
- Go to 'Home' page and select your Investment-linked assurance scheme plans
- Scroll down and select 'Your portfolio'
- Click 'Switch investment choices' under 'Managing my holdings'
- Follow the on-screen instructions to complete
Change of premium allocation
- Go to 'Home' page and select your Investment-linked assurance scheme plans
- Scroll down and select 'Your portfolio'
- Click 'Premium allocation details' under 'Managing my holdings'
- Then click 'Change Premium allocation'
- Follow the on-screen instructions to complete
Policy value withdrawal (For Non-Investment-linked assurance scheme plans)
- Go to 'Home' page and select your policy
- Scroll down and select 'Make a withdrawal’
- Follow the on-screen instructions to complete
Do more via HSBC Online Banking
Manage your policy the way you want with HSBC Online Banking including changing your address, payment instructions, withdraw policy value and more – whenever you want.