财务需要分析表-（适用於公司组织为（准）保单持有人）.PDFVIP

財務需要分析表 - (適用於公司/ 組織為(準)保單持有人) Financial Needs Analysis Form - (Applicable To Company/Entity As (Proposed) Policyholder) (準)保單持有人名稱 (準)受保人姓名 要保書/保單號碼 Name of (Proposed) Policyholder Name of (Proposed) Insured Application/Policy No. 保險中介人資料 INSURANCE INTERMEDIARY INFORMATION 保險中介人姓名 Name of Insurance Intermediary 保險中介人編號 Insurance Intermediary’s Code 聯絡電話Contact No. 重要事項 IMPORTANT NOTES 1. 此表格應由(準)保單持有人以正楷填寫及簽署。This form is to be filled in BLOCK LETTERS and signed by (Proposed) Policyholder. 2. 請在適當的格內填上 「」。Please tick the appropriate boxes where applicable. 3. 請回答此財務需要分析的所有問題。如有任何未回答的問題未被刪去，請不要在表格上簽署。Please answer all questions in this Financial Needs Analysis . Do NOT sign on this form if any questions are unanswered and have not been crossed out. 第一部份 Part I A1. (準)保單持有人之資料 Particulars of (Proposed) Policyholder (準)保單持有人名稱 公司成立日期 (Proposed) Policyholder‘s Name Date of Incorporation _________/__________/__________ 年Year 月 Month 日Day 業務性質 公司成立地 Nature of Business Place of Incorporation 聯絡電話 公司要員/員工數目 Contact No. No. of Key-man/Employee 註冊地址 Registered Address 營運地址(如與註冊地址不同) Operation Address (If different from Registered Address) 投保目的 □ 要員保險 Key-man Insurance □ 僱員福利 Employee Benefit Purpose of Insurance Application □ 其他 Other ____________________________________________ A2. (準)受保人之個人資料 Personal Particulars of (Proposed)