*OBJTCLNCHGFORM*
Change of Personal Particulars Form
更改個人資料表格
Please complete in BLOCK letters and tick where appropriate. 請以正楷填寫
並在適當的地方加上剔號
1 General Information of Policyowner/Account/Certificate Holder/Sub-scheme Member
保單/帳戶/書持有人/附屬計劃成員一般資料
Full Name (Surname first)
全名 (以姓氏先排)
ID/Passport/BR No.
身份證/護照/商業登記號碼
For individual account(s), please specify any ONE of the following number(s):
如保單/帳戶為
個人
持有,請列出以下其中
一項
號碼:
For joint account(s), please specify ALL Policy/Account
number(s):
如保單/帳戶為
聯名
持有,請列出
所有
號碼:
Policy/Account/Member Account/Group No.
保單/帳戶/成員帳戶/團體保單號碼
Cert No
. (if applicable)
證書號碼
(如適用)
2 Change of Personal Details
更改個人資料
If the following change(s) is/are NOT applied to Policyowner/Account/Certificate Holder/Sub-scheme Member, please complete:
如以下的更改資料並不應用於保單/帳戶/證書持有人/附屬計劃成員,請填寫此部份:
有關更改將應用於:
___________________________________________________________________________ ____________________________
Full Name (Surname first) ID/Passport/BR No.
全名 (以姓氏先排) 身份證/護照/商業登記號碼
REMINDER: Should the change of personal details render any incorrect or incomplete information about your tax residency on our record, you are required to provide
Manulife an updated self-certification form within 30 days.
提示:
如是次更改個人資料將導致您於我們的記錄上有關稅務居民身份的資料不正確或不完整,您必須在 30 天內向宏利提供更新的稅務居民自我證明。
Change of Name
更改姓名
Please attach the following documents. Fax copy is not acceptable.
1. Certified true copy of Deed Poll or other legal documents, e.g. Certificate issued by Immigration Department, Marriage Certificate, etc.; and
2. Copy of ID card, Passport or Birth Certificate.
請附上以下文件,恕不接受傳真副本
1.
轉名契據或其他法律文件(如入境事務處發出的證書、結婚證書等)的
核實副
2. 身份證、護照或出生證書副本。
Correction of Name
更正姓名
Please attach copy of ID card/Passport, Birth Certificate or other legal documents. 請附上身份證/護照、出生證書或其他法律文件副本
Name in English 英文姓名
Name in Chinese 中文姓名
Surname
Given Name(s)
Surname
Given Name(s)
Existing Name:
現有姓名:
New/Corrected Name:
/更正姓名:
Correction of Identification No./Date of Birth/Sex
更正身份證件號碼/出生日期
Please attach copy of ID card/Passport, Birth Certificate or other legal documents. 請附上身份證/護照、出生證書或其他法律文件副本。
*If the premium is changed after correction, you may be requested to submit additional documents and premium if applicable. *如保費在有關更正後有所變動,本公司可能要求閣
下提交額外證明文件及保費,如適用。
Corrected Identification No.
更正身份證件號碼
*Corrected Date of Birth
更正出生日期
DD | MM | YYYY
*Corrected Sex
更正性別
Male
Female
3 Personal Information Collection Statement and Signature(s)
個人資料收集聲明與簽署
I / We have read, understood and agreed (1) the “Notice to Customers relating to the Personal Data (Privacy) Ordinance” (“Notice”) if my/our policy/policies was/were
issued in Hong Kong, or (2) the “Manulife Personal Information Collection Statement” (“Statement”) if my/our policy/policies was/were issued in Macau, attached to this
Change of Personal Particulars Form. I/We confirm my/our consent as referred to in the sections entitled Use of Personal Data in Direct Marketing” and
“Provision of Personal Data for Use in Direct Marketing” of the Notice or Statement (as the case may be) subject to any objection as indicated by me/us below:
(IMPORTANT NOTES: Please note that direct marketing can include offers of special discounts, coupons or gift items. You can leave this box blank.)
本人∕吾等已閱畢、明白及同意隨附於本更改個人資料表格 (1)「有關《個人資料(私隱)條例》的客戶通知」(適用於本人∕吾等在香港繕發之保單,下稱「通
知」),或 (2)
「宏利個人資料收集聲明」(適用於本人∕吾等在澳門繕發之保單,下稱「聲明」)。除本人∕吾等提出下列之任何反對外,本人∕吾等確認同意該通知
或聲明(視情況而定)內以
「個人資料在直接促銷中的使用」
「提供個人資料作直接促銷」
為標題之內容。(重要提示:請注意,直接促銷用途可包括提供特別折扣、
優惠券或禮品。您可將此空格留空。)
I/We object to Manulife (1) using my/our personal data in direct marketing as referred to in the section entitled “Use of Personal Data in Direct Marketing” of the
Notice/Statement, and (2) providing my/our personal data to Manulife Group for use in direct marketing as referred to in the section entitled “Provision of Personal
Data for Use in Direct Marketing” of the Notice/Statement.
本人∕吾等反對宏利 (1)按該通知∕聲明內以「個人資料在直接促銷中的使用」為標題的部分,將本人∕吾等之個人資料作直接促銷用途;及 (2)按該通知∕聲明內以
「提供個人資料作直接促銷」為標題的部分,向宏利集團提供本人∕吾等之個人資料作直接促銷用途
T
he information provided in this form is also collected to enable update of customer information relating to all my existing products/services in Hong Kong and Macau
provided by all companies within the Manulife group of companies and also companies which provide trustee/custodian services.
本表格所提供之資料同時供更新本人
客戶資料之用,適用於本人現時持有並由宏利集團旗下公司,以及為其提供信託∕託管服務的公司於香港及澳門所提供的產品∕服
務。
X
Signature(s) of Policyowner(s)/Account/Certificate Holder(s)/Sub-Scheme Member Date Signed (DD/MM/YYYY)
保單
/帳戶/證書持有人/附屬計劃成員簽署 簽署日期 (//)
Notes
注意事項
Please return your completed form By Mail to “Customer Contact Centre, Manulife (International) Limited, 21/F, Tower B, Manulife Financial Centre, 223 - 231 Wai Yip
Street, Kwun Tong, Kowloon, Hong Kong”. If you have any questions, please contact your Manulife Advisor or contact our Customer Service on 2108 1188.
請將填妥的表格
寄往
「香港九龍觀塘偉業街 223-231 號宏利金融中心 B 21 樓宏利人壽保險(國際)有限公司客戶聯絡中心」。閣下如有任何查詢,請聯絡閣下之宏利顧問
或致電客戶服務 2108 1188
The Chinese version of this form is for reference only. In the event of conflicts between the Chinese and the English versions, the English version shall prevail.
此表格之中文譯本只供參考之用,若與英文有異,一概以英文為準。
CS01b(01/2020) 20130401-01
20150119_M
For Office Use Only 公司專用 - Manulife Advisor Name: Code: Loc: Branch/Contact No.: ________________________
Manulife (International) Limited (Incorporated in Bermuda with limited liability)
宏利人壽保險
(國際)有限公司 (於百慕達註冊成立之有限責任公司)
Page 頁次 1/9
*OBJTCLNCHGFORM*
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DEFINITIONS
1. “Data access request, “data correction request, “data subject”,
“data user”, “direct marketing, “matching procedures” and
“personal data” used throughout this Notice shall have the meaning
as defined in the Ordinance.
For the purpose of this Notice:
“customers” shall mean data subjects and include (but not be
limited to) existing and prospective insurance policy owners,
insured, beneficiaries and other persons designated or entitled to
receive moneys and/or other benefits under an insurance policy; and
members under an occupational retirement scheme; and scheme
members under a mandatory provident fund scheme; and share/unit
holders of investment funds.
“Hong Kong” shall mean the Hong Kong Special Administrative
Region.
“Manulife” shall mean Manulife (International) Limited, Manulife
Provident Funds Trust Company Limited, Manulife Asset
Management (Hong Kong) Limited, or a Manulife Fund (as the case
may be) in respect of its respective customers.
“Manulife Fund” shall mean any investment fund sponsored or
managed from time to time by a member of the Manulife Group
(including but not limited to Manulife Global Fund and Manulife
Advanced Fund SPC) and “Manulife Funds” shall mean all such
investment funds.
“Manulife Group” shall mean Manulife Financial Corporation and
its subsidiaries and affiliates (including but not limited to Manulife
(International) Limited, Manulife Provident Funds Trust Company
Limited, Manulife Asset Management (Hong Kong) Limited), and
Manulife Funds. The rights and obligations of each member of
Manulife Group under this Notice are several and not joint. No
member of Manulife Group shall be liable for an act or omission by
another member of Manulife Group.
“Ordinance” shall mean Personal Data (Privacy) Ordinance.
COLLECTION
2. From time to time, it is necessary for customers to supply Manulife
with personal data in connection with the establishment or
continuation of business relationship, or provision of products or
services. Failure to supply such data may result in Manulife being
unable to establish or continue the business relationship, or provide
products or services.
3. It is also the case that personal data are collected or received by
Manulife from and/or in respect of customers in the ordinary course
of the continuation of the business relationship, for example, when
an application is made for a change of beneficiary/insured member
under the insurance policy; or when notification is made by the
employer of a change of employment/address of an employee
member of an occupational retirement scheme/mandatory provident
fund scheme; or when a joint share holder of an investment fund
applies for investment fund switching.
PURPOSES
4. The purposes for which personal data of a customer may be used
will vary depending on the nature of the customer’s relationship with
Manulife. Such purposes may include the following:
(a) processing, assessing and determining applications or requests
made by customers for products and/or services;
(b) administering, maintaining, managing and operating products
and/or services provided to customers;
(c) confirming customer’s identity and uniquely identifying customer;
(d) confirming the accuracy of the information collected;
(e) understanding customer’s financial situation better, evaluating
customer application, assessing the risks Manulife is assuming
and reviewing claims submitted to Manulife;
(f) any purposes in connection with any claims made by or against
or otherwise involving customers in respect of any products
and/or services including but not limited to making, defending,
analysing, investigating, processing, assessing, determining or
responding to such claims;
(g) providing investment management services, dealing and advisory
services, custody services and other services under the terms
and conditions of the accounts a customer holds with Manulife;
(h) performing any functions and activities related to products
and/or services including but not limited to marketing, audit,
reporting, research, analysis, reinsurance, and general servicing
and maintenance of online and other services;
(i) researching and/or designing products and/or services for
customers, and promoting, improving and furthering the
provision of products and/or services;
(j) conducting matching procedures (as defined in the Ordinance,
but broadly includes comparison of two or more sets of the data
subject’s data, for purposes of taking actions adverse to the
interests of the data subject, such as declining an application);
(k) making disclosure under and/or complying with the requirements
of any law, rules, regulations, codes of practice, guidelines or
guidances binding on or applicable to Manulife or any member of
Manulife Group (whether within or outside Hong Kong) including
but not limited to making disclosure to local or foreign regulators,
governmental bodies, industry recognised bodies (whether
within or outside Hong Kong) such as federations or associations
of insurers, credit reference agencies or auditors;
(l) complying with any contractual or other commitment or
arrangement with local or foreign regulators, governmental
bodies, or industry recognised bodies (whether within or
outside Hong Kong) that is assumed by or imposed on Manulife
or any member of Manulife Group by reason of its financial,
commercial, business or other interests or activities in or related
to the jurisdiction of the relevant local or foreign regulators,
governmental bodies, or industry recognised bodies;
(m) for operational purposes, credit assessment, credit scoring
models or statistical analysis (including in each case, behaviour
analysis and evaluation on the overall relationship with Manulife
Group which includes using such data to comply with any
obligations, requirements, policies, procedures, measures or
arrangements for sharing data and information within Manulife
Group and/or other use of data and information in accordance
with any Manulife Group-wide programmes for compliance
with sanctions or prevention or detection of money laundering,
terrorist financing or other unlawful activities), whether on the
data subjects or otherwise;
(n) exercising any rights Manulife may have in connection with the
provision to customers of products and/or services;
(o) conducting identity and/or credit checks;
(p) determining any amount of indebtedness owing to or from
customers, and collecting and recovering any amount owing
from customers or any person who has provided any security or
undertaking for customers’ liabilities;
(q) enabling an actual or proposed assignee, transferee, participant
or sub-participant of the rights or business of Manulife or any
member of Manulife Group to evaluate the transaction intended
to be the subject of the assignment, transfer, participation or
sub-participation;
(r) purposes specifically provided for in any particular service or
product offered by Manulife;
(s) any purposes relating to the above (including seeking professional
advices) or any other purposes in accordance with the general
policies of Manulife or any member of Manulife Group in relation to
insurance, occupational retirement schemes, mandatory provident
fund schemes, investment funds, wealth management services and
other financial products and services as set out in notices, circulars,
or other terms and conditions made available by Manulife or any
member of Manulife Group to customers from time to time.
Notice to Customers relating to the Personal Data (Privacy) Ordinance
(Version 20130401-01)
Version 20130401-01
Page 頁次 2/9
TRANSFEREES
5. Personal data of a customer held by Manulife will be kept confidential
but Manulife may transfer such data to the following persons and/
or entities (whether within or outside Hong Kong) for any of the
purposes set out in paragraph 4 above:
(a) any person in connection with any claims made by or against or
otherwise involving customers in respect of any products and/or
services;
(b) any agent, contractor or third party service provider who provides
administrative, telecommunications, computer, information
technology, payment, data processing or storage, marketing,
mailing, printing, telemarketing, customer satisfaction analysis,
or other services to Manulife or any member of Manulife Group
in connection with the operation of business, including any
custodian, administrator, investment manager, investment
advisor or distributor;
(c) any credit reference agencies or, in the event of default, any debt
collection agencies;
(d) any advisor (including his or her employees) or other intermediary
(including their employees);
(e) reinsurers and medical service providers;
(f) employers of the customers;
(g) any person which has undertaken to Manulife or any member of
Manulife Group to keep such data confidential;
(h) any actual or proposed assignee, transferee, participant or
sub-participant of the rights or business of Manulife or Manulife
Group;
(i) any member of Manulife Group;
(j) any person to whom Manulife or any member of Manulife Group
is under an obligation or otherwise required to make disclosure
under the requirements of any law, rules, regulations, codes of
practice, guidelines or guidances binding on or applicable to
Manulife or any member of Manulife Group including but not
limited to any local or foreign regulators, governmental bodies,
or industry recognised bodies;
(k) any person to whom Manulife or any member of Manulife Group
is under an obligation or otherwise required to make disclosure
pursuant to any contractual or other commitment or arrangement
with local or foreign regulators, governmental bodies, or industry
recognised bodies (whether within or outside Hong Kong)
that is assumed by or imposed on Manulife or any member of
Manulife Group by reason of its financial, commercial, business
or other interests or activities in or related to the jurisdiction of
the relevant local or foreign regulators, governmental bodies,
industry recognised bodies.
USE OF PERSONAL DATA IN DIRECT MARKETING
6. Manulife intends to use, from time to time, customers personal data
in direct marketing of the following products and services:
(a) insurance, provident funds and/or schemes, investment funds,
wealth management services, or other financial products and
services;
(b) reward, loyalty or privilege programmes and related products
and services;
(c) products and services of co-branding partners of any member
of Manulife Group (the names of such co-branding partners can
be found in the application form(s) for the relevant products and
services as the case may be).
Only the following kinds of personal data of the customer may be
used in such direct marketing:
(a) name;
(b) gender;
(c) date of birth;
(d) part of identity card or passport number;
(e) contact information (including but not limited to phone number,
fax number, email address, correspondence address and
residential address);
(f) information about the products and/or services the customer has
purchased or applied, including the distribution channels (including
their individual advisors or intermediaries) through which the
products and/or services were purchased or applied for.
Manulife may not so use the data unless it has received the
customer’s consent to the intended use.
PROVISION OF PERSONAL DATA FOR USE IN DIRECT
MARKETING
7. Manulife intends to provide, from time to time and for money and
other property, customer’s personal data to Manulife Group (other
than Manulife itself) for use by Manulife Group in direct marketing of
the following products and services:
(a) insurance, provident funds and/or schemes, investment funds,
wealth management services, or other financial products and
services;
(b) reward, loyalty or privilege programmes and related products
and services;
(c) products and services of co-branding partners of any member
of Manulife Group (the names of such co-branding partners can
be found in the application form(s) for the relevant products and
services as the case may be).
Only the following kinds of personal data of the customer may be
provided to Manulife Group (other than Manulife itself) for use by
Manulife Group in such direct marketing:
(a) name;
(b) gender;
(c) date of birth;
(d) part of identity card or passport number;
(e) contact information (including but not limited to phone number,
fax number, email address, correspondence address and
residential address);
(f) information about the products and/or services the customer has
purchased or applied, including the distribution channels (including
their individual advisors or intermediaries) through which the
products and/or services were purchased or applied for.
Manulife may not so provide the data unless it has received the
customer’s written consent to the intended provision.
8. Under the Ordinance, a data subject has the right to:
(a) request access to his or her personal data;
(b) request correction of any of his or her personal data which is
inaccurate;
(c) ascertain a data user’s policies and practices in relation to
personal data;
(d) be informed of the kind of personal data held by the data user;
(e) be informed of the main purposes for which personal data held
by the data user are or are to be used;
(f) make data access request and data correction request through
the channel set out in paragraph 9 below.
9. In accordance with the provisions of the Ordinance, Manulife has
the right to charge a reasonable fee for processing any data access
request. Requests may be made in writing to the Privacy Officer at:
Manulife (International) Limited
22/F., Tower A, Manulife Financial Centre, 223-231 Wai Yip Street,
Kwun Tong, Kowloon, Hong Kong.
Manulife Provident Funds Trust Company Limited
22/F., Tower A, Manulife Financial Centre, 223-231 Wai Yip Street,
Kwun Tong, Kowloon, Hong Kong.
Manulife Asset Management (Hong Kong) Limited
22/F., Tower A, Manulife Financial Centre, 223-231 Wai Yip Street,
Kwun Tong, Kowloon, Hong Kong.
Manulife Global Fund, Manulife Advanced Fund SPC, or any of other
Manulife Funds
22/F., Tower A, Manulife Financial Centre, 223-231 Wai Yip Street,
Kwun Tong, Kowloon, Hong Kong.
Page 頁次 3/9
Version 20130401-01
定義
1. 本通使 求 」、 求 」、「 」、
「 資 使 者 」、「 」、「 核 「個料」,具
》中 義。
言:
戶」 人, 人、
受益或指定或有權獲單下的款項或其他益的其他人士
及職業退休計劃下的成員及強積金計劃下的計劃成員投資基金的股
/單 人。
「香指香港特別行政區
「宏利」指與各客戶相關的宏利人壽保險國際有限公宏利公積
金信託有限公宏利資產管理有限公司或某一宏利基金視情
)。
「某利基金」指由宏集團的某一成員不時所起或管理的任何投
資基金包括但不限於宏利環球基金及宏利盈進基金SPC「宏利基
金」 金。
宏利集團」限公司其子公司公司中包
限於宏利人壽保險(國際有限公宏利公積金信託有限公司宏利資
產管理有限公及宏利基金宏利集團每一成員於本通知下
權利和義務單獨而非連帶於宏利集團另一成員的任何作為或
不作宏利集團的任何其他成承擔任何
「條個人資料私隱條例》
收集
2. 為建或繼業務關係或產品或服客戶需要不時向宏利提供個
人資料如未能提供該等資料導致宏利無法建立或繼續業務關係
務。
3. 宏利在業務關係存續的正常過程例如請變更保單的受益
受保主通知變更與職業退休計劃強積金計劃的僱員
的僱用情況/或投資基金聯合股份持有人申請基金轉換)從客戶
/或
目的
4. 取決於客與宏利的關係性質使用客戶個人資料的的各有不該等
括:
(a) 和確定客戶對產品及服務的申請或要求
( b) 行、維 持、管 務;
(c) 客戶身份並識客戶
(d) 認所收集資訊的準確性
( e) 況、評 、評
審核提交給宏利的理賠
(f) 客戶提客戶提出或在其他方面及客戶與任
或服務相關的任何索賠有關的任其中包於提出
、就 護、分 、調 查、處 理、評 估、 對;
(g) 根據客戶在宏利持有的帳戶的條款和條投資管理服務交易
和顧問服務服務和其他服務
(h) 行與品及服務相關的責和活包括但不於市場
廣、審 計、 告、 究、分析、再
務;
(i) 研究及/及/改進產品及/
供;
(j) 開展核對程序(定義見《條例》但廣義包括對資料人兩套或
更多套的資料進行比對以採不利於資人的行動例如拒
絕申請)
(k) 根據對宏利或宏利集團任何成員(無論在港境內還是境外有約
力或對其用的何法律守則指引或指南的規
披露括但不限於向當地或外國的監管機構政府機構諸如保
險公司聯會或協會等公認行業組織(無論在香港境內還是境外
貸資料服務機構或審計機構進行披
(l) 於宏利或宏利集團任何成員在相關當地或外國監管機政府機
或公認行業組織(無論在港境內還是境外所在司法管轄區
的或涉該等司法管轄區的財務業務或其他利益或活動而
由宏利或宏利集團任何成員承擔或施加給其與該等當地或外國
構、政 構、或 、其
排;
(m) 用於經貸評估貸評分模型或統計分每項均包括行
為分析以及對與宏利集團之間總體關係的評估其中包括為遵守關
務、要 求、政 策、程 序、
措施或安排而使用該等資料或根據宏利集團內任何有關遵守
制裁或防止或發現洗錢為恐怖分子提供資金或其他非法動的計
劃而對資料和資訊進行的其他使無論是對資料當
的;
(n) 行使宏利在向客戶提供產品及/或服務方面可能享有的任權利
(o) 或信
(p) 應向客戶支付或客戶應付的何債金額客戶或向為客戶
債務提供任何擔保或承諾的任何收取追討任何應收金額
(q) 使宏利或宏利集團任何成員的權利或業務的實際或擬議受讓人
讓人參與人或次級參與能對該等轉讓參與或次級參與擬及的
估;
(r) 宏利提供的任何特定服務或產中具體規定的
(s) 何目的見)
團任何成員的一般策進行的與保業退休計劃積金計
資基財富管理服務以宏利或宏利集團何成員不時向
戶提供的通通告或其他款和條件中所述的其他金融產品和服
的。
承轉人
5. 宏利持有的客戶個人資料將以保密宏利可就上文第4條所載的任何
的將該等資料移轉給下列人士或實體(無論在香港境內還是境外
(a) 客戶對客戶或及客戶何產品及服務起的何索
士;
(b) 向宏利或宏利集團任何成員供與業務經營相關的行政管理
通訊電腦訊技術付款資料處理或儲存市場推廣郵寄
有關個人資料私隱條例》的客通知
(20130401-01本)
20130401-01 版本
Page 頁次 4/9
20130401-01 版本
電話行銷客戶滿度分析其他服務的任何代承辦商或
人, 人, 人,
商;
(c) 任何信貸資料服務機構或(如出現付款違約何債務托收機
(d) (包介人(包
(e) 再保險商和醫療服務供應商
( f ) 客 主;
(g) 已向宏利或宏利集團任何成員承諾將對該等資料保密的任何人士
(h) 宏利或宏利集團的權利業務的任何實際或擬議受讓人承讓人
與人或次級參與人
( i ) 員;
(j) 利或利集團任何成對其有約束力或用的何法律
守則指引或指南的規定有義務或須向其露的何人
其中包括但不何當地外國的監府機構或公
織;
(k) 根據由於宏利或宏利集團任何成員在相關當地或外國監管機
府機構或公認行組織(無論在香港境內還境外所在司法管
區的或涉及該等司法管轄區的財務商業業務或其他益或活動而
由宏利或宏利集團任何成員承擔或施加給其與該等當地或外國
構、政 構、公 同、
有義務或必須向其披露的任何人士
個人資料在直接促銷中的使用
6. 宏利擬在下列產品和服務的直接促銷中不時使用客戶的個人資料
(a) 公積金及或公積金計劃資基金富管理服務或其他金
產品和服務
(b) 誠度或特權計劃及相關產品和服務
(c) 宏利集團任何成員合作品牌夥伴的產品和服務合作品牌夥伴
稱見相關產品和服務視情況而定)的申請表)
在該等直接促銷中使用下列類型的客戶個人資料
( a ) 名;
( b) 別;
( c) 期;
(d) 身份證或護照號碼的一部分
(e) 碼、 碼、電 址、通
及住宅址)
(f) 客戶已購買或申請的產品及服務資料包括購買或申請的產
服務的分銷渠道包括其個人問或中介機
非宏利已經就擬議使用獲得客的同否則不得如上所述使用
料。
提供個人資料作直接促銷
7. 宏利擬向宏利集團(除宏利本之外不時提供客戶的個人資料供宏利
集團就下列產品和服務作直接促銷之用以換取錢和其他財
(a) 公積金及或公積金計劃資基金富管理服務或其他金
產品和服務
(b) 誠度或特權計劃及相關產品和服務
(c) 宏利集團任何成員合作品牌夥伴的產品和服務(該等合作品牌夥
名稱見相關產品和服務視情況而定)的申請表)
僅可向宏利集團(除宏利本之外下列類型的客戶個人資料供宏
用:
( a ) 名;
( b) 別;
( c) 期;
(d) 身份證或護照號碼的一部分
(e) 碼、 碼、電 址、通
及住宅址)
(f) 客戶已購買或申請的產品及服務資料包括購買或申請的產
服務的分銷渠道包括其個人問或中介機
除非宏利已就擬議供獲客戶的書面同意否則不得如上所述提供資料
8 . 》,
(a) 料;
(b) 求對其何不準確的個人資料進行改正
(c) 明資使用在個資料方面的策和慣例
(d) 解資料使者持有的個人資料類型
(e) 了解使要目的目的
(f) 通過下文第9所載的渠道提出查閱資料要求和改正資料
9. 例》規定宏利有權就處理任何查閱資料要求收取合理費用
求可書面形式提交給個人資料
宏利人壽保險國際)有限公
香港龍觀塘偉業街223-231號宏利金融中心A座22樓
宏利公金信託有限
香港龍觀塘偉業街223-231號宏利金融中心A座22樓
宏利資產管理有限公
香港龍觀塘偉業街223-231號宏利金融中心A座22樓
宏利環球基金宏利盈進基金SPC或任何其他宏利基金
香港龍觀塘偉業街223-231號宏利金融中心A座22樓
Page 頁次 5/9
Manulife Personal Information Collection Statement
(Version 20150119_M)
DEFINITIONS
1. “Controller and “data subject” used throughout this Manulife
Personal Information Collection Statement (“Statement”) shall have
the meaning as defined in the Act.
For the purpose of this Statement:
“Act shall mean the Personal Data Protection Act (Act 8/2005).
“customers” shall mean data subjects and include (but not be
limited to) existing and prospective insurance policy owners,
insured, beneficiaries and other persons designated or entitled to
receive moneys and/or other benefits under an insurance policy; and
members under a pension fund or scheme; and share/unit holders
of investment funds.
“Macao” shall mean the Macao Special Administrative Region.
“Manulife” shall mean Manulife (International) Limited.
“Manulife Fund” shall mean any investment fund sponsored or
managed from time to time by a member of the Manulife Group
(including but not limited to Manulife Global Fund and Manulife
Advanced Fund SPC) and “Manulife Funds” shall mean all such
investment funds.
“Manulife Group” shall mean Manulife Financial Corporation and
its subsidiaries and affiliates (including but not limited to Manulife
(International) Limited, Manulife Provident Funds Trust Company
Limited, Manulife Asset Management (Hong Kong) Limited), and
Manulife Funds. The rights and obligations of each member of
Manulife Group under this Statement are several and not joint. No
member of Manulife Group shall be liable for an act or omission by
another member of Manulife Group.
“matching procedures” shall mean any procedure whereby
personal data collected for one or more purposes in respect of 10
or more data subjects is compared (except by manual means) with
personal data collected for any other purpose in respect of those
data subjects where the comparison (a) is (whether in whole or in part)
for the purpose of producing or verifying data that; or (b) produces
or verifies data in respect of which it is reasonable to believe that it
is practicable that the data, may be used (whether immediately or
at any subsequent time) for the purpose of taking adverse action
against any of those data subjects.
“personal data” shall have the meaning as defined in the Act and
include Sensitive Data.
“Sensitive Data” shall mean personal data relating to philosophical
or political beliefs, political society or trade union membership,
religion, privacy and racial or ethnic origin, and health or sex life,
including genetic data.
COLLECTION
2. From time to time, it is necessary for customers to supply Manulife
with personal data in connection with the establishment or
continuation of business relationship, or provision of products or
services. Failure to supply such data may result in Manulife being
unable to establish or continue the business relationship, or provide
products or services.
3. It is also the case that personal data are collected or received by
Manulife from and/or in respect of customers in the ordinary course
of the continuation of the business relationship, for example,
when an application is made for a change of beneficiary/insured
member under the insurance policy; or when notification is made
by the employer of a change of employment/address of a member
of a pension fund or scheme; or when a joint share holder of an
investment fund applies for investment fund switching.
PURPOSES
4. The purposes for which personal data of a customer may be used
will vary depending on the nature of the customer’s relationship with
Manulife. Such purposes may include the following:-
(a) processing, assessing and determining applications or requests
made by customers for products and/or services;
(b) administering, maintaining, managing and operating products
and/or services provided to customers;
(c) confirming customers identity and uniquely identifying
customer;
(d) confirming the accuracy of the information collected;
(e) understanding customer’s financial situation better, evaluating
customer application, assessing the risks Manulife is assuming
and reviewing claims submitted to Manulife;
(f) any purposes in connection with any claims made by or against
or otherwise involving customers in respect of any products
and/or services including but not limited to making, defending,
analysing, investigating, processing, assessing, determining or
responding to such claims;
(g) providing investment management services, dealing and
advisory services, custody services, depository services and
other services under the terms and conditions of the accounts a
customer holds with Manulife;
(h) performing any functions and activities related to products and/
or services including but not limited to marketing (including
but not limited to direct marketing), audit, reporting, research,
analysis, reinsurance, and general servicing and maintenance of
online and other services;
(i) researching and/or designing products and/or services for
customers, and promoting, improving and furthering the
provision of products and/or services;
(j) conducting matching procedures;
(k) making disclosure under and/or complying with the requirements
of any law, rules, regulations, codes of practice, guidelines or
guidances binding on or applicable to Manulife or any member
of Manulife Group (whether within or outside Macao) including
but not limited to making disclosure to local or foreign regulators,
governmental bodies, industry recognised bodies (whether
within or outside Macao) such as federations or associations of
insurers, credit reference agencies or auditors;
(l) complying with any contractual or other commitment or
arrangement with local or foreign regulators, governmental
bodies, or industry recognised bodies (whether within or
outside Macao) that is assumed by or imposed on Manulife
or any member of Manulife Group by reason of its financial,
commercial, business or other interests or activities in or related
to the jurisdiction of the relevant local or foreign regulators,
governmental bodies, or industry recognised bodies;
(m) for operational purposes, credit assessment, credit scoring
models or statistical analysis (including in each case, behaviour
analysis and evaluation on the overall relationship with Manulife
Group which includes using such data to comply with any
obligations, requirements, policies, procedures, measures or
arrangements for sharing data and information within Manulife
Group and/or other use of data and information in accordance
with any Manulife Group-wide programmes for compliance
with sanctions or prevention or detection of money laundering,
terrorist financing or other unlawful activities), whether on the
data subjects or otherwise;
(n) exercising any rights Manulife may have in connection with the
provision to customers of products and/or services;
(o) conducting identity and/or credit checks;
(p) determining any amount of indebtedness owing to or from
customers, and collecting and recovering any amount owing
from customers or any person who has provided any security or
undertaking for customers’ liabilities;
(q) enabling an actual or proposed assignee, transferee, participant
or sub-participant of the rights or business of Manulife or any
member of Manulife Group to evaluate the transaction intended
to be the subject of the assignment, transfer, participation or
sub-participation;
Page 頁次 6/9
V
ersion 20150119_M
(r) purposes specifically provided for in any particular service or
product offered by Manulife;
(s) any purposes relating to the above (including seeking
professional advices) or any other purposes in accordance with
the general policies of Manulife or any member of Manulife Group
in relation to insurance, pension funds or schemes, investment
funds, wealth management services and other financial products
and services as set out in notices, circulars, or other terms
and conditions made available by Manulife or any member of
Manulife Group to customers from time to time.
Manulife will fully comply with the Act in processing Sensitive Data.
TRANSFEREES
5. Personal data of a customer held by Manulife will be kept confidential
but Manulife may transfer such data to the following persons and/or
entities (whether within or outside Macao) for any of the purposes set
out in paragraph 4 above:-
(a) any person in connection with any claims made by or against or
otherwise involving customers in respect of any products and/or
services;
(b) any agent, contractor or third party service provider who provides
administrative, telecommunications, computer, information
technology, payment, data processing or storage, marketing,
mailing, printing, telemarketing, customer satisfaction analysis,
or other services to Manulife or any member of Manulife Group
in connection with the operation of business, including any
custodian, depository, administrator, investment manager,
investment advisor or distributor;
(c) any credit reference agencies or, in the event of default, any debt
collection agencies;
(d) any advisor (including his or her employees) or other intermediary
(including their employees);
(e) reinsurers and medical service providers;
(f) employers of the customers;
(g) any person which has undertaken to Manulife or any member of
Manulife Group to keep such data confidential;
(h) any actual or proposed assignee, transferee, participant or
sub-participant of the rights or business of Manulife or Manulife
Group;
(i) any member of Manulife Group;
(j) any person to whom Manulife or any member of Manulife Group
is under an obligation or otherwise required to make disclosure
under the requirements of any law, rules, regulations, codes of
practice, guidelines or guidances binding on or applicable to
Manulife or any member of Manulife Group including but not
limited to any local or foreign regulators, governmental bodies,
or industry recognised bodies;
(k) any person to whom Manulife or any member of Manulife Group
is under an obligation or otherwise required to make disclosure
pursuant to any contractual or other commitment or arrangement
with local or foreign regulators, governmental bodies, or
industry recognised bodies (whether within or outside Macao)
that is assumed by or imposed on Manulife or any member of
Manulife Group by reason of its financial, commercial, business
or other interests or activities in or related to the jurisdiction of
the relevant local or foreign regulators, governmental bodies,
industry recognised bodies.
USE OF PERSONAL DATA IN DIRECT MARKETING
6. Manulife intends to use, from time to time, customer’s personal data
in direct marketing of the following products and services:
(a) insurance, pension funds and/or schemes, investment funds, wealth
management services, or other financial products and services;
(b) reward, loyalty or privilege programmes and related products
and services;
(c) products and services of co-branding partners of any member of
Manulife Group (the names of such co-branding partners can be
found in the application form(s) for the relevant products and
services as the case may be).
Only the following kinds of personal data of the customer may be
used in such direct marketing:
(a) name;
(b) gender;
(c) date of birth;
(d) part of identity card or passport number;
(e) contact information (including but not limited to phone number,
fax number, email address, correspondence address and
residential address);
(f) information about the products and/or services the customer
has purchased or applied, including the distribution channels
(including their individual advisors or intermediaries) through which
the products and/or services were purchased or applied for.
Manulife may not so use the data unless it has received the
customer’s consent to the intended use.
P R O V I S I O N O F P E R S O N A L D A T A F O R U S E I N D I R E C T
MARKETING
7. Manulife intends to provide, from time to time and for money and
other property, customer’s personal data to Manulife Group (other
than Manulife itself) for use by Manulife Group in direct marketing of
the following products and services:
(a) insurance, pension funds and/or schemes, investment funds,
wealth management services, or other financial products and
services;
(b) reward, loyalty or privilege programmes and related products
and services;
(c) products and services of co-branding partners of any member
of Manulife Group (the names of such co-branding partners can
be found in the application form(s) for the relevant products and
services as the case may be).
Only the following kinds of personal data of the customer may be
provided to Manulife Group (other than Manulife itself) for use by
Manulife Group in such direct marketing:
(a) name;
(b) gender;
(c) date of birth;
(d) part of identity card or passport number;
(e) contact information (including but not limited to phone number,
fax number, email address, correspondence address and
residential address);
(f) information about the products and/or services the customer
has purchased or applied, including the distribution channels
(including their individual advisors or intermediaries) through
which the products and/or services were purchased or applied
for.
Manulife may not so provide the data unless it has received the
customer’s written consent to the intended provision.
8. Under the Act, a data subject has the right to:-
(a) request access to his or her personal data;
(b) request correction of any of his or her personal data which is inaccurate;
(c) be informed of the kind of personal data held by the controller;
(d) be informed of the main purposes for which personal data held
by the controller are or are to be used;
(e) make data access request and data correction request through
the channel set out in paragraph 9 below.
9. In accordance with the provisions of the Act, Manulife has the right
to charge a reasonable fee for processing any data access request.
Requests may be made in writing to the Privacy Officer at:-
Manulife (International) Limited
Macao Administration Office, Avenida De Almeida Ribeiro
No. 61, Circle Square, 14 andar A, Macao
Page 頁次 7/9
V
ersion 20150119_M
定義
1 . 本 宏 利 個 人 資 料 收 集 聲 明(「 聲 明 」)中 使 用 的「 負責處理個人資料的
」及「 料當事人」, 義 。
就 本 言:
「法律」個人資料保護法》第8/2005號法律
戶」 料 當 事 人, 包 括 但 不 於 )現 有 單 持 有 人、
人或指定或有權保單款項或其他益的其他人士
退休基金或退休金計劃下的成員及投資基金的股份單位持有
「澳門」指澳門特別行政區
「宏利」指宏利人壽保險國際)有限公
「某利基金」指由宏集團的某一成員不時所起或管理的任何投
資基金包括但不限於宏利環球基金及宏利盈進基金SPC宏利基
」指 等 投 資
宏利集團融有公司公司公司其中但不
限於宏利人保險(國際有限公利公積金信託有限宏利資
產管理有限公及宏利基金宏利集團每一成員於本聲明下
權利和義務均為單獨而非連帶的於宏利集團另一成員的任何作為或
不作宏利集團的任何他成概不承擔任何
核對程序為1個或1個的目的而取自10或10
人的個人資料與為其該等資料集的個人資料
較的程序人手,而
(a) 不論是全部的還是分的產生和核實可時或
於其後時間用作對任何該等資料人採取不利行動的資料的
(b) 所作比較產生和核實資料而就該資料而言可合理地相信將該資料
即時或於其時間用作對任何該等資料當採取不利
的。
個人資料」指《 法 規 定 含 義,及 括 敏 感 資 料
敏感資料 仰、政 、宗 仰、
私人生族和民族本源以及與健康和性生活有關的個人資料
收集
2. 為建或繼業務關係或產品或服客戶需要不時向宏利提供個
人資料如未能提供該等資料導致宏利無法建立或繼續業務關係
務。
3. 宏利在業務關係存續的正常過程例如請變更保單的受益
受保人或僱主通知變更參與退休基金或退休金計劃的成員僱用
情況或投資基金聯合股份持有申請基金轉換)從客戶
料。
目的
4. 取決於客與宏利的關係性質使用客戶個人資料的的各有不同該等
括:
(a) 和確定客戶對產品及服務的申請或要求
( b) 行、維 持、管 及 / 務;
(c) 客戶身份並識客戶
(d) 認所收集資訊的準確性
( e) 況、評 、評
審核提交給宏利的理賠
(f) 客戶提客戶提出或在其他方面及客戶與任
或服務相關的任何索賠有關的任其中包於提出
、就 護、分 、調 查、處 理、評 對;
(g) 根據戶在宏利持有的帳戶的條款和條投資管理服務
和顧問服務服務受寄服務和其他服務
(h) 行與品及服務相關的責和活包括但不於市場
、審 計、報 告、 究、分析、
及一般服務和維持網上及其他服務
(i) 為客研究及/設計及/或服改進及/
供;
( j ) 序;
(k) 根據對宏利或宏利集團任何成(無論在澳門境內是境外約束
力或對其用的何法守則指引或指南的規
披露括但不限於向當地或外國的監管機構政府機構諸如保
險公司聯會或協會等公認行業組織(無論在澳門境內還境外
貸資料服務機構或審計機構進行披
(l) 由於宏利或宏利集團任何成員在相關當地或外國監管機政府機
公認行業組織(無論在澳門境內還是境外所在司法管轄區的
業、業
利或宏利集團任何成員承擔或施加給與該等當地或外國監管
構、政 構、 同、
排;
(m) 用於經貸評估信貸評分型或統計分析每項均包括行
為分析以及對與宏利集團之間總體關係的評估其中包括為遵守
務、要 求、政 策、程 序、
施或安而使用該等資料或根據宏利集團內任何有關遵守制裁
或防止或發現洗為恐怖分子提供資金或其他非法活動的計劃而
對資料和資訊進行的其他使用論是對資料當
的;
(n) 行使宏利在向客戶提供產品或服務方面可能享有的任權利
(o) 或信
(p) 應向客戶支或客戶應付的任何債務金向客戶或向為客戶
債務提供任何擔保或承諾的任何收取追討任何應收金額
(q) 使宏利或宏利集團任何成員的權利或業務的實際或擬議受讓人
讓人參與人或次級參與能對該等轉讓參與或次級參與擬及的
估;
(r) 宏利提供的任何特定服務或產中具體規定的
(s) 何目的見)
團任何成員的一般政進行的與保退休基金或退休金 劃、
資基金富管理服務以及宏利或宏利集團任何成員不時向客戶提
宏利個人資料收集聲明
(20150119_M版本)
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供的通其他款和條件中述的其他金融產品和服務相關的
的。
處理敏感資料時宏利將完全遵守《法律
承轉人
5. 宏利持有的客戶個人資料將以保密宏利可就上文第4條所載的任何
的將該等資料移轉給下列人士或實體(無論在澳門境內還是境外
(a)客戶對客戶或及客戶何產品及服務起的何索
士;
(b) 向宏利或宏利集團任何成員供與業務經營相關的行政管理
通訊電腦訊技術付款資料處理或儲存市場推廣郵寄
電話行銷客戶滿度分析其他服務的任何代承辦商或
三 方 服 務 包 括 任 管 人, 人,執 行 人, 人,
商;
(c) 任何信貸資料服務機構或(如出現付款違約何債務托收機
(d) (包介人(包
(e) 再保險商和醫療服供應商
( f ) 主;
(g) 已向宏利或宏利集團任何成員承諾將對該等資料保密的任何人士
(h) 宏利或宏利集團的權利業務的任何實際或擬議受讓人承讓人
與人或次級參與人
( i ) 宏 利 任 何 員;
(j) 利或利集團任成員對其有約束力或用的何法律
守則指引或指南的規定有義務或須向其露的何人
其中包括但不何當地外國的監府機構或公
織;
(k) 根據由於宏利或宏利集團任何成員在相關當地或外國監管機
府機或公認行業組(無論在澳門境內還是境外所在法管轄
區的或涉及該等司法管轄區的財務商業業務或其他益或活動而
由宏利或宏利集團任何成員承擔或施加給其的該等當地或外
構、政 構、公 同、
有義務或必須向其披露的任何人士
個人資料在直接促銷中的使用
6. 宏利擬在下列產品和服務的直接促銷中不時使用客戶的個人資料
(a) 退休基金及退休金計劃資基金財富管理服務或其他
金融產品和服務
(b) 誠度或特權計劃及相關產品和服務
(c) 宏利集團任何成員合作品牌夥伴的產品和服務合作品牌夥伴
稱見相關產品和服務視情況而定)的申請表)
在該等直接促銷中使用下列類型的客戶個人資料
( a ) 名;
( b) 別;
( c) 期;
(d) 身份證或護照號碼的一部
(e) 碼、 碼、電 址、通
及住宅址)
(f) 客戶已購買或申請的產品及服務資料包括購買或申請的產
服務的分銷渠道包括人顧問或中介機
非宏利已經就擬議使用獲得客的同則不得如上所述使
料。
提供個人資料作直接促銷
7. 宏利擬向宏利集團(除宏利本身之外不時提供客戶的個人資料供宏利
集團就下列產品和服務作直接促銷之用以換取錢和其他財
(a) 退休基金及退休金計劃資基金財富管理服務或其他
金融產品和服務
(b) 誠度或特權計劃及相關產品和服務
(c) 宏利集團任何成員合作品牌夥伴的產品和服務(該等合作品牌夥
名稱見相關產品和服務視情況而定)的申請表)
僅可向宏利集團(除宏利本之外下列類型的客戶個人資料供
宏利集團作該等直接促銷之用
( a ) 名;
( b) 別;
( c) 期;
(d) 身份證或護照號碼的一部
(e) 碼、 碼、電 址、通
及住宅址)
(f) 客戶已購買或申請的產品及服務資料包括購買或申請的產
服務的分銷渠道包括人顧問或中介機
除非宏利已就擬議供獲客戶的書面同意否則不得如上所述提供
料。
8. 律》料當事人有權
(a) 料;
(b) 求對其何不準確的個人資料進行改正
(c) 解負責處理個人資料的實體持有的個人資料類型
(d) 解負責處理個人資料的實體持有的個人資料的主或主要
的;
(e) 通過下文第9條所載的渠道提出查閱資料求和改正資料要求
9. 《法律》宏利有權就處理任何查閱資料要求收取合理費用
求可書面形式提交給個人資料
宏利人壽保險國際)有限公
門新馬路61號永光十四A
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