... collected in the Needs Analysis.) 11.2 the financial commitment of clients, i.e. the total premiums payable for the full payment terms of the recommended products as shown in the insurers’ illustration documents. When there are premiums for any riders to the recommended product not included in the...

... customer relationship should therefore always be verified. FIs are required to collect the address of the trustee. Customers – Corporation (Paragraph 4.9.7) An FI should obtain and verify the following information in relation to a customer which is a corporation: (a) full name; (b) date and place of...

... the Ordinance, such exemption does not extend to the insurer’s employees. Section 78(1) of the Ordinance exempts an authorized insurer from becoming a licensed insurance intermediary in order to carry on any regulated activity or hold out that it is carrying on any regulated activity. Section 78(2...

... the Ordinance, such exemption does not extend to the insurer’s employees. Section 78(1) of the Ordinance exempts an authorized insurer from becoming a licensed insurance intermediary in order to carry on any regulated activity or hold out that it is carrying on any regulated activity. Section 78(2...

... the Ordinance, such exemption does not extend to the insurer’s employees. Section 78(1) of the Ordinance exempts an authorized insurer from becoming a licensed insurance intermediary in order to carry on any regulated activity or hold out that it is carrying on any regulated activity. Section 78(2...

... explained all the information in this IFS-PF before you sign this statement. Signature of the Applicant / Proposed Policy Holder Full Name of the Applicant / Proposed Policy Holder Date (DD/MM/YYYY) Annex Declaration by the Licensed Insurance Intermediary I declare that I have discussed and fully explained...

... third party liability insurance or liability insurance for cross-boundary vehicle owners, according to your own circumstances, in order to extend the scope and coverage of your insurance. Claims arrangement In the case of an accident, Hong Kong car owners and/or drivers should immediately report to the...

... third party liability insurance or liability insurance for cross-boundary vehicle owners, according to your own circumstances, in order to extend the scope and coverage of your insurance. Claims arrangement In the case of an accident, Hong Kong car owners and/or drivers should immediately report to the...

... third party liability insurance or liability insurance for cross-boundary vehicle owners, according to your own circumstances, in order to extend the scope and coverage of your insurance. Claims arrangement In the case of an accident, Hong Kong car owners and/or drivers should immediately report to the...

... of Form 5 or equivalent but wishes to be registered with the Insurance Agents Registration Board (“IARB”) in order to be engaged in Restricted Scope Travel Business only (the “Applicant”); and B. facilitate the identification of the registration status of insurance agents, Responsible Officers and...