image

Glamorous Glow Global Whole Life insurance Plan

  • null
    Newly added Policy Split Option1 for your financial needs in different life stages
  • null
    Newly added Currency Exchange Option2,3 for your needs to capture global opportunities
  • null
    Provides Change of Insured Option4 for your needs on legacy planning
  • null
    Provides Survivorship Option5
  • null
    Potential returns help you to grow your assets

Forever Wellbeing Whole Life Plan#

  • null
    Lifelong wealth growth with potential returns
  • null
    Focused protection on 5 types of Critical Illness and Condition
  • null
    Wealth and protection transferrable
  • null
    Simplified underwriting with no medical examination
Asian young mother and her daughter setting prepare to yoga and meditation pose together on yoga mat in living room at home. Fitness lifestyle.
Five Years Plan Insurance

Target 5 Years Plus Insurance Plan

  • null
    2 years contribution period with 5 years life protection
  • null
    Guaranteed return at policy maturity
  • null
    Provide premium deposit account with guaranteed annual interest rate
  • null
    Easy and convenient application with no medical examination

MaxiWealth ULife Insurance Plan

  • null
    Regular interest to provide steady income
  • null
    Option to withdraw policy value to enjoy flexible financial management
  • null
    Whole life protection to protect your beloved
  • null
    Easy and convenient application with no medical examination
image 109
icon-SmartUp Pro Whole Life Plan

SmartUp Pro Whole Life Plan

  • null
    Lifelong wealth growth with whole life protection
  • null
    Change of insured option available
  • null
    Wealth and protection transferrable
  • null
    Multiple premium payment period options
  • null
    No medical examination

Important Note:

(Applicable to Glamorous Glow Global Whole Life Insurance Plan)

1. From the 3rd Policy Anniversary or after the end of the Premium Payment Term (whichever is later), Policy Owner may make an application to transfer certain policy values of the original policy to a separate new policy or multiple separate new policies (“Split Policy”), without providing any evidence of insurability, provided that all of the following conditions are met (“Split”): (i) the Application for Policy Split can only be submitted by the Policy Owner after the Basic Plan is paid-up or after the 3rd Policy Anniversary (whichever is later); (ii) there is no premium(s) in default or outstanding Indebtedness under the original Policy; (iii) there is no claim in progress under the original Policy; (iv) the respective Notional Amount of the original policy and the Split Policy following the Split must not be less than the minimum amount permitted at the time of the application; (v) the Application for Split cannot be withdrawn, changed or reverted once made; (vi) the original policy can only be Split once during a Policy Year; and (vii) the Policy Owner provides such other information as may be requested by BOC Life in processing the application for Split. The acceptance of any Policy Owner’s application for Split will be entirely at BOC Life’s discretion, and subject to such other terms and conditions as BOC Life shall determine from time to time. Upon BOC Life’s approval of the application for Split, certain policy values of the original policy will be transferred to the Split Policy and the Notional Amount of the original policy will be reduced. All terms and conditions of the Split Policy will follow the original policy; save and except for the condition where Accidental ICU Benefit has been paid under the original Policy before Split, the Accidental ICU Benefit will not be applicable to the Split Policy and the original policy after Split. The Policy Date and Policy Issue Date of the Split Policy will be the same as the original policy. Time shall not run afresh in respect of the computation of Policy Years, and the operation of Incontestability clause and Suicide clause of the Split Policy. These is no cooling off period for the Split Policy. For details, please refer to the provisions issued by BOC Life. The Notional Amount shall be rounded off to the nearest integer after exercising the Policy Split Option. BOC Life will determine the new Notional Amount of the original policy after Split and the Split Policy respectively based on the instruction in the Application for Policy Split that BOC Life has accepted and approved, and determine the existing and future amounts of the guaranteed and non-guaranteed policy values for both the original policy after split and the Split Policy according to their respective new Notional Amounts. Any dividend accumulations of the original policy will be split according to the respective new Notional Amounts of the original policy after Split and the Split Policy. The Total Premiums Paid for both the original policy after Split and the Split Policy will be adjusted according to the respective new Notional Amounts of the original policy after Split and the Split Policy, and will become the basis for the calculation of Death Benefit, Additional Accidental Death Benefit (if applicable), Accidental ICU Benefit (if applicable) and other benefits (if applicable) under the original policy after Split and the Split Policy. Policy Split Option is subject to the prevailing rules and conditions of BOC Life. For details, please refer to the provisions issued by BOC Life.

2. Commencing from the 3rd Policy Anniversary, within 31 days on or after any Policy Anniversary, the Policy Owner may make an application by filing a written request to BOC Life for changing the current policy currency to a different currency available for selection (“Currency Exchange”), by exchanging the policy for a plan under the Glamorous Glow Global Series offered at BOC Life’s sole discretion in the new policy currency, without (i) providing any evidence of insurability, (ii) surrendering the current Policy or (iii) changing the Policy Date and Policy Issue Date of the current policy, provided that all of the following conditions are met: (i) the Application for Currency Exchange must be submitted by the Policy Owner within 31 days on or after any Policy Anniversary commencing from the 3rd Policy Anniversary; (ii) there is no premium(s) in default or outstanding Indebtedness under the policy; (iii) there is no claim in progress under the policy; (iv) the Notional Amount of the policy following the Currency Exchange must not be less than the minimum amount BOC Life permits at the time of the application; (v) the Application for Currency Exchange cannot be withdrawn or changed once made; (vi) the Policy Owner can submit an Application for Currency Exchange only 1 time during a Policy Year; and (vii) the Policy Owner provides such other information as my be requested by BOC Life in processing the application for Currency Exchange. The new policy currency will not be available for selection if it is demonetized by the issuance country or region at the time of Currency Exchange. The acceptance of any Policy Owner’s application for Currency Exchange will be entirely at BOC Life’s discretion, and subject to such other terms and conditions as BOC Life shall determine from time to time. The terms of the policy will be revised to follow all benefits, options and other policy terms as provided by such new plan, which may be significantly different from the Basic Plan of the original policy. The Notional Amount shall be rounded off to the nearest integer after exercising the Currency Exchange Option. BOC Life will determine and adjust the Notional Amount, guaranteed and non-guaranteed policy values, future premium(s) due and payable (if any) and interest rate for the dividend accumulations (if any) in the new policy currency based on factors including but not limited to the prevailing market-based currency exchange rate as determined by BOC Life from time to time, the investment yield and asset values of the existing and new underlying portfolio of assets, and/ or the transactions from the existing assets to new assets. Any dividend accumulations under the policy will be adjusted according to the prevailing market-based currency exchange rate as determined by BOC Life from time to time. The Total Premiums Paid for the policy after Currency Exchange will be adjusted according to the new Notional Amount of the policy, and will become the basis for the calculation of Death Benefit, Additional Accidental Death Benefit (if applicable), Accidental ICU Benefit (if applicable) and other benefits (if applicable) of the policy. All Rider(s) (if any) will remain in force and be changed to the new policy currency. If the chosen new policy currency is not offered under such Rider(s) or such Rider cannot be attached to the new plan after Currency Exchange, such Rider(s) will automatically end when the Currency Exchange takes effect. Currency Exchange Option is subject to the prevailing rules and conditions of BOC Life. For details, please refer to the provisions issued by BOC Life.

3. Foreign currency exchange rates may fluctuate. As a result, you may incur a substantial loss when you choose to convert your payout benefits to other currencies. The subsequent premium payments (if any) may be higher than your initial premium payment as a result of exchange rate fluctuations. Additionally, the conversion of your benefits to other currencies is subject to currency exchange restrictions applicable at the time when the benefits are paid. If your policy currency is not your local currency, your policy value may appreciate or depreciate when viewed against your local currency. We may illustrate a different future policy value for policies denominated in different currencies, with the expected foreign exchange movements reflected. When you view the policy values in your local currency over the long term, those illustrated differences may not be realized and may change depending on the actual foreign exchange movement. In the short term, foreign exchange movements can be large and difficult to predict. You have the sole responsibility to decide if you want to convert your benefits to other currencies.

4. During the lifetime of both of the existing and new Insureds and while the policy is in force, you may make an application for change of Insured within 31 days before or after any Policy Anniversary. For details, please refer to the sample of endorsement to be issued after approval of the application. Change of Insured is subject to the prevailing rules and conditions of BOC Life. For more details regarding change of Insured, please contact BOC Life at 2860 0688.

5. The Policy Owner can only assign 1 Beneficiary and the annuity payments period must be not less than 2 years and not more than 20 years. The Survivorship Option shall only be exercised subject to the conditions to be imposed by BOC Life and must be approved and endorsed by BOC Life in writing prior to the death of the Insured. The Beneficiary, at all times, does not have the right to change this Survivorship Option or any part thereof, including but not limited to the payment method once approved by BOC Life. For the avoidance of doubt, the claims for Death Benefit and Survivorship Option are mutually exclusive. If Survivorship Option has not been elected or exercised, BOC Life will pay the Death Benefit in a lump sum. For details, please refer to provisions issued by BOC Life.

Important Notice:

(Applicable to Forever Wellbeing Whole Life Plan)
# You have an option to purchase the Plan as a standalone life insurance plan with critical illness coverage, instead of bundling with other type(s) of insurance product.
The product information does not contain the full terms of the policy and the full terms can be found in the policy documents.
Life insurance products are underwritten by BOC Group Life Assurance Company Limited (“BOC Life”), Orix Asia Insurance Services is the appointed insurance agency of BOC Life for distribution of the life insurance products. The product information provided above is for reference only, please refer to the policy documents and provisions for details (including but not limited to insured items and coverage, detailed terms, key risks, conditions, exclusions, policy costs and fees) of the Plan(s). In case of any discrepancy between the English and Chinese versions, the English version shall prevail in any case.

  1. Orix Asia Insurance Services Limited, being registered with the Insurance Authority as a licensed insurance agency (Insurance Agency Licence Number: FA3401), acts as an appointed licensed insurance agent of BOC Group Life Assurance Company Limited, MSIG Insurance (Hong Kong) Limited, Sompo Insurance (Hong Kong) Company Limited and China Ping An Insurance (Hong Kong) Company Limited (“Insurance Companies”).
  2. Orix Asia Insurance Services Limited’s role is limited to distributing insurance products of the Insurance Company only and Orix Asia Insurance Services Limited shall not be responsible for any matters in relation to the provision of the products.
  3. Insurance products are products and obligations of the Insurance Companies and not of Orix Asia Insurance Services Limited. Insurance products are not deposits or obligations of, or guaranteed or insured by Orix Asia Insurance Services Limited, or any of its affiliates.
  4. In respect of an eligible dispute (as defined in the Terms of Reference for the Financial Dispute Resolution Centre in relation to the Financial Dispute Resolution Scheme) arising between you and Orix Asia Insurance Services Limited out of the selling process of any insurance product conducted by Orix Asia Insurance Services Limited as agent of Insurance Companies or the processing of the related transaction, you may enter into a financial dispute resolution scheme process with Orix Asia Insurance Services Limited in accordance with the applicable rules in Hong Kong. However, any dispute over the contractual terms of insurance products should be resolved directly between you and the Insurance Companies.
  5. All insurance applications are subject to Insurance Companies’ underwriting and acceptance.
  6. The Insurance Companies are solely responsible for all approvals, coverage, compensations, and account maintenance in connection with its insurance products.
  7. Orix Asia Insurance Services Limited will not render you any legal, accounting or tax advice. You are advised to check with your own professional advisor for advice relevant to your circumstances.
  8. You are reminded to carefully review the relevant product materials provided to you and seek independent advice if necessary.
  9. For any policy service enquiries, please contact the relevant licensed technical representative or the Insurance Companies.
  10. This webpage is intended to be valid in Hong Kong only and shall not be construed as an offer to sell or solicitation to buy or provision of any insurance product outside Hong Kong. Orix Asia Insurance Limited and the Insurance Companies do not offer or sell any insurance product in any jurisdictions outside Hong Kong in which such offering or sale of the insurance product is illegal under the laws of such jurisdictions. This webpage does not constitute a contract of insurance or an offer, invitation, or recommendation to any person to enter any contract of insurance or any transaction described therein or any similar transaction.
  11. The material and information contained on this webpage should be read in conjunction with the relevant product brochure and for the risk disclosure, please refer to the product brochure.
  12. From January 1, 2018, the Insurance Authority (IA) will start collecting a premium levy from policy holders of all new or in-force life insurance policies and general insurance policies. For further information, please visit www.ia.org.hk