... example, there are Guidelines issued in relation to long-term products on the subject of financial needs analysis, cooling off period, investment linked assurance scheme products, gifts and policy replacement. All these Guidelines have specific requirements with which licensed insurance agents must comply...

... period for 23 September 2019 to 31 July 2020 (“the First CPD Assessment Period”) with the CPD assessment period for 1 August 2020 to 31 July 2021 (the “Second CPD Assessment Period”). As a result of this merger: • an individual licensee will be considered as CPD-compliant provided that by the end of the...

... Technical Representatives shall be “Technical Representative” unless the position of Chief Executive of the Member is vacant. 5.2 When the position of Chief Executive is vacant, the registration capacity of the Alt. CE will automatically be changed to be “Chief Executive” for a period of 6 months. 5.3...

... FORM HKL1 FORM HKL1 HONG KONG LONG TERM INSURANCE BUSINESS - REVENUE ACCOUNT OF ..............................................(Name of Insurer) in respect of class(es)*............... for the period commencing on ........... and ending on ............... HK$ HK$ Amount of Fund(s)# as at the...

... Reporting for the Assessment Period 2021/2022 Detailed instructions for reporting by individual licensees and appointing principals to the Insurance Authority (“IA”) 中文譯本: 持續專業培訓 (「培訓」) 規定 2021/2022評核期的培訓合規情況匯報程序 個人持牌人及委任主事人向保險業監管局 (「保監局」) 匯報培訓合規...

...機構 名稱 Title of Activity 活動名稱 No. of CPD hours 持續專業 培訓時數 Validity Period 有效期 Contact 聯絡方法 Remarks 備註 IA-01- 2019001 IA Anti-Money Laundering and Counter- Terrorist Financing Seminar 2019 3 21 Oct 2019 28 Oct 2019 Mr Ansel Tam 3899 9994 -- Last updated on 6 Dec 2021 Continuing Professional Development...

...”) Requirements – CPD Compliance Reporting Procedures for Assessment Periods 2019/20 and 2020/21 As you will know from our circulars dated 12 June 2020 and 30 September 2020, the Insurance Authority (“IA”) has merged the CPD assessment period for 23 September 2019 to 31 July 2020 (“the First Assessment Period...

...”) Requirements – CPD Compliance Reporting Procedures for Assessment Periods 2019/20 and 2020/21 As you will know from our circulars dated 12 June 2020 and 30 September 2020, the Insurance Authority (“IA”) has merged the CPD assessment period for 23 September 2019 to 31 July 2020 (“the First Assessment Period...