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Stay on top of your insurance policies via online and mobile banking

Save time and hassle by managing your policy the way you want, no matter where you are.

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How to view your policy details

How to make changes to your policy

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 your policy value and coverage

Select your policy

Log on to the HSBC HK App. From your home screen, tap and select your policy for an overview of the policy with a list of details.

View policy value

On your policy overview page, scroll down until you see policy value. Tap the downward arrow next to the policy/account value to view the detailed breakdown of the values[@insurance-view-policy-value].

View policy coverage

Scroll down on your policy overview page to find 'Benefits and coverage'.

View beneficiaries, projected policy values, and important dates

View beneficiaries

You can find 'Primary beneficiaries' when you scroll down on your policy overview page.

View projected policy values[@insurance-view-projected-policy-value]

Check your policy value projections in real time and learn about your benefits, cash/surrender values and more. Watch this video to know how*.

 

* View the video transcript (PDF).

View important dates

On your policy overview page, scroll down until you see policy effective date in the summary, or premium due date and payment cessation date under 'Payment information'.

View eStatements, instruction history, and 'My medical card'

View and download eStatements

Tap the profile icon on the top right of your home screen, select 'eStatements and eAdvices' under 'My documents'. Then, choose the policy you want to retrieve eStatements for.

View instruction history

Select 'view instruction history' on your policy overview to view pending instructions as well as instruction history.

View 'My medical card' (for VHIS policies only)

Select 'My medical card' on the policy overview of your VHIS policy to know more.

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

  1. From your home screen on the HSBC HK App, select your policy
  2. Scroll down to see 'Primary beneficiaries'
  3. Select 'Update primary beneficiaries' to update your primary beneficiaries and their percentage of entitlement
  4. You can also add or update secondary beneficiaries by following the onscreen instructions

Update mobile phone number / email address

  1. From your home screen on the HSBC HK App, tap the profile icon on the top right corner
  2. Select 'Contact details' under 'Settings and preferences'
  3. Your mobile number and email address will be displayed on the 'Contact details' page. Tap on 'Edit' to edit your mobile number or email address
  4. Follow the on-screen instruction to complete update
     

The update of your contact details will apply to all your accounts. The new contact details will be effective immediately in your profile, but will take up to 4 working days to update for your insurance policy and other accounts (eg cards or MPF).

Update insurance statement preference

  1. From your home screen on the HSBC HK App, select your policy
  2. Select 'Update insurance statement preference' to update your preference which would apply to all your in-force life insurance policies

Switch investment choices (for HSBC Wealth Select Protection Linked Plan only)

  1. Go to 'Home' page and select your HSBC Wealth Select Protection Linked Plan
  2. Scroll down and select 'Your portfolio'
  3. Click 'Switch investment choices' under 'Managing my holdings'
  4. 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.

Change of contact details including address change 

Change payment instruction 

Switch investment choices for Investment-linked assurance scheme plans 

Change of premium allocation 

Policy value withdrawal 

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Notes

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