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MyZurich Life 全天候網上客戶平台
Transcript of MyZurich Life 全天候網上客戶平台
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MyZurich Life User guide
August 2021 version
Zurich Life Insurance (Hong Kong) Limited
(a company incorporated in Hong Kong with limited liability)
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Content
1. Introduction
2. Registration
3. Policy enquiry
4. Policy overview with benefits/Premium payment history
5. Investment portfolio
6. Fund services
7. Risk Profile overview
8. Contact details
9. Forgot user ID/password
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Overview of key features
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Policy enquiryRisk profile questionnaire
Fund redirection
Fund switching
Payment & fundTransaction history
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How to register
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Receive welcome SMS, email & policy pack
Receive registration link
Register
sms
https://life.zurich.com.hk/Customer/myzurichlife/Registration.mvc/register
Policy document
Welcome letter
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Only three steps to register MyZurich Life
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Step 1 Fill in personal information
Step 3 Set up user ID/password
Step 2Click registration link
Click and complete this "registration link" (valid for 72 hours)
If client could not activate the account in 72 hours in step 2, must complete step 1 again
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Registration completed
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By this link: https://life.zurich.com.hk/myzurichlife(Fill in “user ID” and “password” for this service.)
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My policy
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“My policies” shows user all inforce policies
Log in to MyZurich Life customer portal
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Click "See more" to view more policy details (For inforce policy only)
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List out basic policy information
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Current risk appetiteappetite
Eligibility for choosing derivative funds
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Policy overview with benefits
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Premium payment history
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Investment portfolio – With account summary, fund holdings and value (Only apply to Magnitude)
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Regular premiums allocation
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Fund servicesTransaction recordsFund switchingFund redirection
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Transaction records
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Fund change request
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Please refer the steps below for obtaining One Time Password (OTP) before the online transaction.
Customer could choose to receive OTP by email or SMS
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Fund change request
Switching (with rebalancing)
All of the asset of investment choices will be reallocated according to your updated target investment proportions. The whole investment portfolio will be reallocated.
Switching (without rebalancing)
Individual investment choices will be transferred to the new designated investment choices according to the asset percentage provided.
Redirection
Updated investment allocation instruction for the future contribution, investment allocation for the balance of original account remain unchanged.
After the completion OTP verification , MyZurich Life provides below three fund change services:
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Fund services>Fund change request>Switching (with rebalancing)Step 1 - Input (Review the current fund holdings first)
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Fund services>Fund change request>Switching (with rebalancing)Step 1 - Input (Choose the investment choices to be switched to with the percentage of investment account value to be allocated indicated, then click “Confirm”.)
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Fund services>Fund change request>Switching (with rebalancing)
Step 1 - Input (if there is any mis-match between investment choice and risk appetite, client may “Reselect investment choice”, “Submit your risk profile questionnaire” or “Proceed the request with declaration confirmed”)
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Step 2 - Review (Review your request content, remarks and important notes, you could click “Back” to make changes.)
Fund services>Fund change request>Switching (with rebalancing)
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Fund services>Fund change request>Switching (with rebalancing)Step 3 - Completion (You can check the request status at “Transaction record”.)
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Fund services>Fund change request>Switching (without rebalancing)Step 1 - Input (Please refer to the remarks and important notice, and ensure your investment choices match with your risk appetite. You could click “Reset” for any amendment if needed.)
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Step 1 - Input (if there is any mis-match between investment choice and risk appetite, client may “Reselect investment choice”, “Submit your risk profile questionnaire” or “Proceed the request with declaration confirmed”)
Fund services>Fund change request>Switching (without rebalancing)
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Step 2 - Review (Review your request content, remarks and important notes, you could click “Back” to make changes.)
Fund services>Fund change request>Switching (without rebalancing)
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Step 3 - Completion (You can check the request status at “Transaction record”.)
Fund services>Fund change request>Switching (without rebalancing)
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Fund services>Fund change request > Fund redirection Step 1 - Input (Choose the investment choices for future contribution and indicate the percentage.)
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Step 2 - Review (Review your request content, remarks and important notes, you could click “Back” to make changes.)
Fund services>Fund change request >Fund redirection
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Step 3 - Completion (You can check the request status at "Transaction record".)
Fund services>Fund change request >Fund redirection
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Risk profile overview
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Risk profile overview>Submit risk profile questionnaire (RPQ)Step 1 - Answer all questions in RPQ
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Step 2 & 3 - Review and complete the RPQ
Risk profile overview>Submit risk profile questionnaire (RPQ)
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Customer could view the last three RPQ records.
Click here to expand or hide the record details (only applicable for RPQ submitted by policy service)
Risk profile overview>Submit risk profile questionnaire (RPQ)
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Contact details , change or forgot user ID/password
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Contact details
Choose relevant policy number for particular contact details
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Setting > Change user ID
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Click "here" to
update the
setting
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Forgot user ID
Click “User ID”
Step 1 - Input personal details for verification
Input date of birth
Follow the format to input HKID/passport number
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Forgot user IDStep 2 - User could choose to use email or SMS receiving user ID
Email address and
mobile number must
match with our
company record
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Step 1 - Click “Forgot password”
Forgot password
Choose “password”
Follow the format to input HKID/passport number
Input date of birth
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Step 2 - User could choose to use email or SMS receiving password
OTP is valid for 72 hours and please reset in this timeframe. Otherwise, please refer Step 1.
Forgot password
Email address or mobile number must match with our record