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... potential policyholders on the suitability of the insurance products offered by the insurers they represent to meet policyholder needs; to facilitate and support the policyholder in applying for a suitable insurance policy; and to service the policyholder throughout the duration of the policy. A licensed...
https://www.ia.org.hk/english/legislative_framework/Conduct_in_Focus_Issue_07_(Article_02).html - Date: 2023-09-18
... leaflet_中介人_eng Understanding the role of insurance intermediaries and policy holders’ interests Insurance intermediaries serve on the frontline of the industry, connecting policy holders and insurance companies. They are engaged mainly in selling insurance products, providing information and...
https://www.ia.org.hk/english/infocenter/files/New_Regime_English.pdf - Date: 2020-06-23
... overall conduct of the insurance intermediary business); and • Their technical representatives (persons who provide advice on insurance matters to policy holders or potential policy holders for insurance intermediaries, or negotiate or arrange contracts of insurance in or from Hong Kong on behalf of...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/IIQAS_Fact_Sheet_Eng_Jun_2017.pdf - Date: 2019-12-02
... executives/responsible officers (persons who are responsible for the overall conduct of the insurance intermediary business); and • Their technical representatives (persons who provide advice on insurance matters to policy holders or potential policy holders for insurance intermediaries, or negotiate or...
https://www.ia.org.hk/english/infocenter/faqs/files/IIQAS_Fact_Sheet_Eng_Jun_2017.pdf - Date: 2017-10-12