Who we are

Our vision

A thought leader in providing long-term savings and investments propositions in our chosen market.

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Company background

A leading long-term savings and investment company established since 1999 and committed to Hong Kong and the Asian region.

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What we offer

Investment-linked insurance plans

Our investment-linked insurance plan may help you capture market potential and cater for your insurance needs

Aspiration
Fortuity

Health insurance

Enjoy peace of mind for you and your family with extensive health coverage

Peaceful Life

Life insurance

Enjoy more coverage over the things you value in your life with a wide range of options

Perpetual Protector

Help and support

Interest rate

Calculate the interest rate from a range of currencies and dates

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Exchange rate

Calculate the exchange rate from a range of currencies and dates

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Download hub

Access forms to switch policies, sign up for investments, change personal information

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Payment methods

Choose your preferred way to pay for policies, investments, and more

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FAQ

Need more clarity? Read our selected list of questions to guide your understanding

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Investment information

Professional investment management

Our investment-linked insurance plans offer a wide range of investment choices linked to underlying funds managed by reputable investment managers

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Notice in relation to investment choices

Stay fully informed on your investments with the up-to-date notices

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Resources

Education series

Gain more understanding about your insurance with our guides, from basic principles to managing investments over the long term

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Market watch

Follow trends and get the latest information about various industry sectors and behaviours

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Glossary

A lexicon of insurance-related words to help aid your understanding

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Download hub

Download hub

Make changes at 
your fingertips

Download and complete the forms to make policy changes, switch investment choices, update personal details, and more.

Assignment
Claim
Payment
Other services
Adviser zone

Assignment

Absolute Assignment Form

Transfer your policy rights

Collateral Assignment

Transfer policy rights as collateral

Release of Collateral Assignment

Release of collateral assignment

Death Claims

Death Claim Forms

Make a claim for the insured who has recently passed away

Death Claims - Authorisation Form

Authorise Standard Life to obtain further information about a death claim from a third party

Others Claims

Accident Benefit Claim Form

Make a claim if you are suffering from an accident

Critical Illness Claim Form

Make a claim if you are suffering from a critical illness

Hospital Cash Claim Form

Make a hospitalization claim

Waiver of Premium Claim Form

Apply Wavier of Premium Benefit

Direct Debit Authorisation

Direct Debit Authorisation Form

Set up / amend Direct Debit Authorisation

Others

Bank Instruction Letter

One-off payment

Harvest 101 Investment Plan, Harvest Supreme Investment Plan, Harvest Wealth Investment Plan, Harvest Elite Investment Plan, Wealth Amplifier Investment Plan, Aspire Investment Plan, Aspiration Investment Plan, LifeMaster, Flexi-Pro and Other Plans

Change of third party Financial Adviser Form

Appoint / change / terminate of third party financial adviser

Change of Personal Information / Beneficiary Designation Form

- Change your personal information
- Change your beneficiary

Investment Choice Change Form

- Investment choice switching
- Redirection of future investment contribution

You may also make the request of switching directly from our login site.

Policy Alteration Form - Form A

- Change of payment frequency / autopay billing date
- Reinstatement
- Add / change / delete rider(s)
- Partial withdrawal / regular withdrawal / surrender
- Cancellation of regular withdrawal

*Our cheque payment will be sent out by registered mail. Please contact us on +852 2169 0300 if you wish to choose surface mail or air mail.

Change in Contribution Form

- Increase contribution
- Reduce regular contribution

Policy Alteration Form - Form B

Stop / resume paying contribution

Health Statement Declaration Form

Declare your health condition