Back

Downloads Center

A comprehensive repository for administrative forms, product brochures, and general guidelines.

Administrative Forms
New Client Onboarding Form
Required documentation for all new policyholder applications
New PDF · 284 KB
Beneficiary Designation Form
Update or designate primary and contingent beneficiaries
PDF · 196 KB
Policy Amendment Request
Submit changes to existing policy terms, coverage, or personal details
Updated PDF · 152 KB
KYC / AML Declaration Form
Know Your Customer and Anti-Money Laundering compliance declaration
PDF · 318 KB
Product Brochures
PPLI Product Overview 2025
Complete guide to HODLife's Private Placement Life Insurance offering
New PDF · 2.1 MB
Digital Asset Custody Integration Guide
How HODLife integrates crypto holdings via Cactus Custody & BIT Platform
PDF · 1.4 MB
Endowment Plan Brochure
Structured wealth accumulation and legacy planning product overview
Updated PDF · 980 KB
General Guidelines
Policyholder Handbook
Comprehensive guide to understanding your HODLife policy benefits and rights
PDF · 3.6 MB
Premium Payment Guidelines
Accepted payment methods, schedules, and digital asset contribution procedures
PDF · 445 KB
Estate Planning with PPLI — Advisory Notes
Guidance on using life insurance structures for cross-border estate planning
New PDF · 720 KB
Compliance & Regulatory
BMA Regulatory Framework Summary
Overview of Bermuda Monetary Authority regulations applicable to HODLife policies
Updated PDF · 560 KB
PIPA Data Protection Policy
HODLife's client data handling practices under Bermuda's Personal Information Protection Act
PDF · 390 KB
International Tax Compliance Disclosure
FATCA and CRS reporting obligations for international policyholders
PDF · 480 KB

Need a specific document? If you can't find what you're looking for, contact our team at support@hodlife.bm and we'll assist you within one business day.