Policy No.:
Proposed Insured:
Applicant/Owner: (if other than Proposed Insured)
保单编号
準受保人
保单申请人/持有人(如非準受保人)
NB212/0516/CO
Agent’s Questionnaire - PRC Policy
保险代理问卷 - 中国居民保险
1. How do you know the Proposed Insured? 您如何认识準受保人?
□ Approached by the Proposed Insured 由準受保人主动接触
□ Introduced by *Relative / Friend / Existing Client 亲戚 /朋友 / 现有客户介绍
□ Well for 深交认识已 ___________ years 年
□ Casually for 普通认识已 ___________ years 年
□ Relative 亲戚,relationship 关係 ___________
* Please delete the inappropriate item. 请删去不适用者
2. Where did you rst meet the Proposed Insured? 您在哪裡首次会见準受保人?
□ In Hong Kong 在香港
□ In PRC 在中国
I, the agent of the policy application, hereby
declare and conrm that the entire marketing and
selling process in respect of the insurance
application has been conducted in Hong Kong
Special Administration Region (HKSAR), which
includes but not limited to:
1. I gave all of the insurance related
marketing materials to the Proposed
Insured/Applicant/Owner in HKSAR;
2. I did not solicite or approach
the Proposed Insured/Applicant/Owner
in PRC or through other means of
communication initiated from Hong Kong;
3. I explained the details of the insurance
plan to the Proposed Insured/Applicant/Owner in HKSAR
4. I witnessed the Proposed Insured/Applicant’
s/Owner’s signature(s) on the application in HKSAR
5. I collected the initial premium in respect
of the insurance application in HKSAR
本人,即本保单的保险代理谨此声明及确认,有关之投保申请之整个宣传及销售过程,包括但不限於以下各项,均在香港特别行政区境内进行:
1. 本人在香港特别行政区境内给予有关保险之宣传刊物予準受保人/保单申请人/持有人
2. 在中国内地,本人没有进行向準受保人/保单申请人/持有人推销或接洽或透过其他形式在香港特别行政区境内向中国内地的準受保人/保单申请人/持有人作出类似销售过程
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已下载:0次 是否免费:否 上传时间:2025-04-16(1) 投保申请人资料 PROPOSER/APPLICANT INFORMATION(必须填写 MANDATORY INFORMATION)投保申请人名称Name of Proposer/Applicant :通讯地址Correspondence Address:投保申请人职业 手提电话 公司电话P...
已下载:0次 是否免费:否 上传时间:2025-04-15请据实填写本投保书。Please answer all questions in full leaving no blank spaces.如本投保书中提供的空间不够填写答桉,请另以纸书写,注明日期并加盖主要被保险机构之印章。If you have insufficient space to com...
已下载:0次 是否免费:否 上传时间:2025-04-14To be completed by the Policyholder/Insured Person 由保单持有人/受保人填写Important note :1. This form is to be filled by the Policyholder/Insured Person. Please...
已下载:0次 是否免费:否 上传时间:2025-04-11*Name of Proposer / Applicant*投保申请人*Correspondence Address*通讯地址*Mobile No. *手提电话 *Office Tel. No. *公司电话*Email Address *电邮地址*必须填写 Mandatory Information...
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