Wealth Creator Universal Life Plan Registration Service

Fubon Insurance Service Enquiry

For registration and more details on Fubon Insurance Service, you are required to fill in the following details (unless otherwise specified), otherwise the Bank will not be able to contact you. After receiving your enquiry registration, our Customer Services Officer will contact you shortly.

*Optional

Existing Fubon Bank Customer:

Yes No

Title:

Mr Mrs Miss Ms

Last name:

HK Contact No.:

Preferred Opening Branch:

E-mail Address*:

PDPO Statement:

By ticking this box, I confirm that I have read and understood and agree to be bound by your Bank’s Notice to Customers and Other Individuals relating to the Personal Data (Privacy) Ordinance and Consumer Credit Data, and agree that your Bank may use my information provided above to contact me and follow up on my enquiry above.

Opt-out from use of personal
data in direct marketing*:

I do not wish the Bank to use my personal data in direct marketing or provide my personal data to the Bank’s group companies for their use in direct marketing, in which includes Personal Loan promotions and other offers. The above represents your present choice whether or not to receive direct marketing contact or information. This replaces any choice communicated by you to the Bank prior to this application. Please note that your above choice applies to the direct marketing of the classes of products, services and/or subjects as set out in the Bank’s Notice to Customers and Other Individuals relating to the Personal Data (Privacy) Ordinance and Consumer Credit Data (attached to this form). Please also refer to the Notice on the kinds of personal data which may be used in direct marketing and the classes of persons to which your personal data may be provided for them to use in direct marketing.

Note: If you have also applied to other products or services of our Bank, you may be contacted by more than one Customer Services Officer.

Disclaimers:
1. Insurance Plan is an insurance product, but not a bank savings plan embedded with a life insurance. The premium is not a placement of a savings deposit with the bank and hence is not protected by the Deposit Protection Scheme in Hong Kong.
2. Fubon Bank (Hong Kong) Limited (“Fubon Bank") is an appointed licensed insurance agency for Insurance Company, and is responsible for the distribution of relevant insurance products. Fubon Bank shall not be responsible for any matters in relation to the terms and conditions of the policy contract of the Plan. The Plan is a product of Insurance Company but not the product of Fubon Bank.
3. Insurance Company is solely responsible for all content, approvals, coverage and benefit payment of the Plan. Insurance Company reserves the right to accept and reject any insurance application.
4. The above information is intended for reference only. All the policy terms and conditions are set out in the policy provisions of the Plan. For more information of the policy terms and conditions, please contact the staff of Fubon Bank.
5. The above information shall not be construed as an offer to sell or solicitation to buy or provision of any insurance of Insurance Company outside Hong Kong.
6. The Insurance Authority will collect a levy on insurance premiums (if any) from policyholders through Insurance Company in accordance with the law. For further information about the levy imposed by the Insurance Authority, please refer to Insurance Company Premium Levy introduction website or Fubon Bank Premium Levy introduction website.
7.In case you file a written complaint regarding the selling process or processing of the related transaction to Fubon Bank and the complaint is an “Eligible Dispute(s)” as defined in the Terms of Reference for the Financial Dispute Resolution Centre, Fubon Bank is required to enter into a Financial Dispute Resolution Scheme process with you if the Eligible Dispute cannot be resolved after Fubon Bank has issued the final written reply. If the complaint or dispute is related to the Policy term, it should be resolved directly between Insurance Company and you. Nevertheless, where practicable and appropriate, Fubon Bank will provide reasonable assistance to customers in the dispute resolution process.