客户资料表.xls

顾问名称 / 联络电话 / 电邮                            预定日期                                     时间                        
顾问编号                                    客户编号                                    保单编号                                    个人资料 - 保单持有人 / 申请人                            中文姓名                    
姓名                        
护照拼音                    
姓名                                        出生日期                                
年 月    日    
称谓                         
性别                                         国籍                                         
教育程度                                     婚姻状况                                     吸烟                                  
身高                            
米        
体重                            
公斤    
联络电话                    
手机                                        住家                                        公司                                        电邮地址                                    身份证上地址列 /住址(需住址证明)                        邮编                            
通讯地址列                                    邮编                            
公司名称                                    行业类别                                    公司地址                                    职位                        
职务                                    
年薪(港币)        
计划资料