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⏭... post-sale services to clients such as assisting clients in making insurance claims. As their clients’ representatives, it is also common for insurance broker companies to handle client monies. For these reasons, insurance broker companies need to have in place adequate controls and procedures. Indeed, given...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Broker_Rules_Conclusions_Eng.pdf -
Date: 2019-09-10
... post-sale services to clients such as assisting clients in making insurance claims. As their clients’ representatives, it is also common for insurance broker companies to handle client monies. For these reasons, insurance broker companies need to have in place adequate controls and procedures. Indeed, given...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/final_Broker_Rules_Conclusions_Eng.pdf -
Date: 2019-09-10
... otherwise (directly or indirectly) have a connection with; (v) to display your personal data on the public registers established by the IA and/or the website of the IA (where applicable); (vi) to investigate complaints and handle enquiries; (vii) to conduct legal proceedings, inspection, investigation...
https://www.ia.org.hk/english/infocenter/forms/files/20190917-RO_Application.pdf -
Date: 2022-01-06
... otherwise (directly or indirectly) have a connection with; (v) to display your personal data on the public registers established by the IA and/or the website of the IA (where applicable); (vi) to investigate complaints and handle enquiries; (vii) to conduct legal proceedings, inspection, investigation...
https://www.ia.org.hk/english/infocenter/forms/files/RO_Application_Form_A3.pdf -
Date: 2022-01-06
... otherwise (directly or indirectly) have a connection with; (v) to display your personal data on the public registers established by the IA and/or the website of the IA (where applicable); (vi) to investigate complaints and handle enquiries; (vii) to conduct legal proceedings, inspection, investigation...
https://www.ia.org.hk/english/infocenter/forms/files/20190917-RO_Application.pdf -
Date: 2022-05-31
... otherwise (directly or indirectly) have a connection with; (v) to display your personal data on the public registers established by the IA and/or the website of the IA (where applicable); (vi) to investigate complaints and handle enquiries; (vii) to conduct legal proceedings, inspection, investigation...
https://www.ia.org.hk/english/infocenter/forms/files/RO_Application_Form_A3.pdf -
Date: 2022-05-31
... otherwise (directly or indirectly) have a connection with; (v) to display your personal data on the public registers established by the IA and/or the website of the IA (where applicable); (vi) to investigate complaints and handle enquiries; (vii) to conduct legal proceedings, inspection, investigation...
https://www.ia.org.hk/english/infocenter/forms/files/20190917-RO_Application.pdf -
Date: 2020-06-24