... occupation concurrently with the practice of insurance broking shall not allow such outside interest to jeopardize his integrity, independence or competence. (g) Members shall not charge or accept any fee that is disproportionate to the service rendered to a client. (h) Members shall uphold the institute of...

... insurance agent who then serviced the policyholder for a number of years. Eventually, however, the insurance agent left the insurer. The insurer assigned a new insurance agent to service the policyholder. The new agent, however, never once contacted the policyholder. When the insurer offered the opportunity...

... insurance agent who then serviced the policyholder for a number of years. Eventually, however, the insurance agent left the insurer. The insurer assigned a new insurance agent to service the policyholder. The new agent, however, never once contacted the policyholder. When the insurer offered the opportunity...

... agreement whether as a broker service agreement, brokers terms of business agreement or similar and where such agreement has been signed by the client and sets out clearly therein the express levels of fee or brokerage remuneration to be received by the Member then the provisions of B and C below are deemed...

... actuarial review and report complies / is intended to comply with the requirement as set out in GL9]  [Company’s net reserves in respect of unearned exposures are greater/less than the best estimate of net premiums liabilities plus risk margins as at 31 December XXXX]  [Company’s net reserves in respect...

... are inherent in the development of bancassurance, there are hurdles to be overcome: 6 ü  Bank staff are already selling a variety of banking products. The allocation of extra human resources to marketing insurance is a challenge. ü  After-sales service by banks may not be as personal as those offered...

... are inherent in the development of bancassurance, there are hurdles to be overcome: 6 ü  Bank staff are already selling a variety of banking products. The allocation of extra human resources to marketing insurance is a challenge. ü  After-sales service by banks may not be as personal as those offered...

... are inherent in the development of bancassurance, there are hurdles to be overcome: 6 ü  Bank staff are already selling a variety of banking products. The allocation of extra human resources to marketing insurance is a challenge. ü  After-sales service by banks may not be as personal as those offered...

... are inherent in the development of bancassurance, there are hurdles to be overcome: 6 ü  Bank staff are already selling a variety of banking products. The allocation of extra human resources to marketing insurance is a challenge. ü  After-sales service by banks may not be as personal as those offered...

... Education Examination (HKCEE) - Grade E or above in 5 subjects, including Chinese/English and Mathematics . International Baccalaureate (IB) Diploma . Diploma Yi Jin (with completion of Maths Plus) . Specified insurance qualifications published on the IA’s website Education and Qualifications Requirements...