Useful documents

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Welcome to our download centre

This is where you'll find all the literature you need to support your client conversations - including the latest membership and sales guides, claim and application forms, as well as overviews of our Individual and Business plans. If you can't find what you're looking for, please get in touch with your Bupa Global representative, who will be happy to help.

Sales support

Product Information for Regulated Intermediaries

This document summarises the positioning of our different product lines (target market, suggested strategy and product approval process), in accordance with IDD regulation. Please read it alongside membership guides and sales brochures.

Download the Product Information for Regulated Intermediaries (PDF, 125KB)

Annual Fair Value Assessments

This document summarises the approach and outcome of the Fair Value Assessments undertaken across our product range. It should be read in conjunction with the 'Product Information for Regulated Intermediaries' document.

Download the Annual Fair Value Assessment Document (PDF, 109KB)

Bupa Health Clinics

This document summarises the services available through Bupa Health Clinics in the UK and the process of how to seek treatment. This is for UK treatment only. Please do not share the Intermediary version with customers.

Download the Bupa Health Clinics Flyer for Customers – UK treatment only (PDF, 764KB).

Pricing

Talking to clients about pricing isn't always easy. This guide contains answers to some frequently asked questions that may help with these conversations.

Download the guide (pdf) for use in the UK and rest of the world (PDF, 349KB).

Claim Forms

Switzerland

Claim Form (PDF, 577KB)

UK and Rest of the World

Claim Form (English) (PDF, 577KB)

Claim Form (French) (PDF, 635KB)

Claim Form (German) (PDF, 609KB)

Newborn Application Forms

Europe

Newborn application form (PDF, 1,081KB)

Hong Kong

Newborn application form (PDF, 759KB)

UK and Rest of the World

Newborn application form (PDF, 741KB)

Newborn application form (Channel Islands) (PDF, 741KB)

Insurance Product Information Documents (‘IPIDs’)

IPIDs can help individual customers understand what’s included in their cover and will be supplied at quotation, renewal or for a mid-term significant change. The IPID will be provided as part of our standard service to you and will be in addition to the current documentation.

IPIDs are produced for the majority of our UK/Rest of the World and European Economic Area (‘EEA’) Individual IPMI products and can be accessed below.

Whilst not part of the IDD-specific requirements, similar documents are now a regulatory requirement in Hong Kong. Based on the IPID format, we have produced similar documents for that region and they too can be accessed below.

If you require alternative language versions of these documents, please speak to your Bupa Global representative.