... offering Gifts ……………………………... 4 6. Premium Rebates and Commission Rebates ……………… 5 7. Procedures and Controls ………………………………….. 5 8. Commencement…………………………………………... 6 9. Transitional Provision…………………………………….. 6 Permitted Gifts Annex 1 1. Introduction 1.1 The Insurance Authority (“IA”) issues this Guideline...

... offering Gifts ……………………………... 4 6. Premium Rebates and Commission Rebates ……………… 5 7. Procedures and Controls ………………………………….. 5 8. Commencement…………………………………………... 6 9. Transitional Provision…………………………………….. 6 Permitted Gifts Annex 1 1. Introduction 1.1 The Insurance Authority (“IA”) issues this Guideline...

... “e-onboarding” 6 What about “e-onboarding”? IA to embark on a comprehensive review soon Stay tuned... 7 ...

... will be increased from 10 to 15 with a minimum of 3 CPD hours on Ethics or Regulations for assessment periods from 1 August 2021 to 31 July 2022 onwards (CPD requirements for travel insurance agents remain unchanged) . E-learning up to 5 CPD hours is acceptable . Report on CPD compliance to the IA no...

...維持你的個人生活 水平，或能解決你的財務負擔，例如可支援照 顧摯親一段時間。 投保錦囊 5 6 8 7 轉換保單 保單價值 細閱詳情 不要輕易退保或轉換保單。如你在保單生效 期內退保或轉換人壽保單，或會招致財務損 失。某些保障範圍，保險公司或會因你的健 康狀況改變而拒絕受保，或需要你繳付較高 的保費才會承保。在作出退保或轉換保單決 定前，你應仔細評估自己的保險需要及分析 退保或轉換保單的利與弊。 保險產品的宣傳品，通常只概述重要條款，你不 要把宣傳品上的資訊當作是完整的保單條款及細 則。當兩者出現歧義時，均以保單上的條款及細 則為準。因此，收到保單後，你應詳細閱讀保單 內容，如不保項目、免賠額...

... insured property. The sum insured for life insurance should be su�cient to maintain your living standard or cover your financial burdens such as support those of your loved ones for a certain period of time. 5 6 8 7 Tips on buying insurance Replace a policy Policy values Read details Decide on the amount...

...維持你的個人生活 水平，或能解決你的財務負擔，例如可支援照 顧摯親一段時間。 投保錦囊 5 6 8 7 轉換保單 保單價值 細閱詳情 不要輕易退保或轉換保單。如你在保單生效 期內退保或轉換人壽保單，或會招致財務損 失。某些保障範圍，保險公司或會因你的健 康狀況改變而拒絕受保，或需要你繳付較高 的保費才會承保。在作出退保或轉換保單決 定前，你應仔細評估自己的保險需要及分析 退保或轉換保單的利與弊。 保險產品的宣傳品，通常只概述重要條款，你不 要把宣傳品上的資訊當作是完整的保單條款及細 則。當兩者出現歧義時，均以保單上的條款及細 則為準。因此，收到保單後，你應詳細閱讀保單 內容，如不保項目、免賠額...

... insured property. The sum insured for life insurance should be su�cient to maintain your living standard or cover your financial burdens such as support those of your loved ones for a certain period of time. 5 6 8 7 Tips on buying insurance Replace a policy Policy values Read details Decide on the amount...

... Insurance Intermediaries – Assessment Period 2021/2022 The current CPD assessment year runs from 1 August 2021 to 31 July 2022 (“Assessment Period 2021/2022”) and is the first during which the CPD requirement has increased from 10 hours to 15 hours (with 3 of the 15 hours having to be in “Ethics or...