... automation and less errors for customers and intermediaries. It is a true win-win-win.” Large Regional Insurer Time is our most precious commodity Copyright © 2019 Coherent 5 In closing…… 1. We have +65 staff in HK and Shanghai, with a team mix of Actuaries, F/End Devs, B/E Devs, Designers and Data...

... Annual Compliance Certification Guideline on Anti-Money Laundering and Counter-Terrorist Financing (AML) published under S7 of the AMLO and S4A of ICOi (July 2012) (Applicable only to Member engaged in Long Term Insurance Business) This is to certify that: 1 A Compliance Officer (namely...

... Annual Compliance Certification Guideline on Anti-Money Laundering and Counter-Terrorist Financing published under S7 of the AMLO and S133 of IOi (March 2018) (Only applicable to Member engaged in Long Term Insurance Business) This is to certify that: 1 A Compliance Officer (namely...

... Syllabus of Principles and Practice of Insurance Examination (for Travel Insurance) P 1 of 3 Candidates are recommended to study the 2014 Edition of the Study Notes for examinations to be held before 6 November 2017. Insurance Intermediaries Qualifying Examination Syllabus for Travel Insurance...

... Syllabus of Principles and Practice of Insurance Examination (for Travel Insurance) P 1 of 3 Candidates are recommended to study the 2017 Edition of the Study Notes for examinations to be held from 6 November 2017 onwards. Insurance Intermediaries Qualifying Examination Syllabus for Travel...

... Definition B. How Agency Arises C. Authority of Agents D. Duties Owed by Agent to Principal E. Duties Owed by Principal to Agent F. Termination of Agency III. Principles of Insurance i. Insurable Interest ii. Utmost Good Faith iii. Proximate Cause iv. Indemnity v. Contribution vi Subrogation P 1 of 3 IV....

... Syllabus of Principles and Practice of Insurance Examination (for Travel Insurance) P 1 of 3 Candidates are recommended to study the 2017 Edition of the Study Notes for examinations to be held before 12 November 2018. Insurance Intermediaries Qualifying Examination Syllabus for Travel Insurance...

... Syllabus of Principles and Practice of Insurance Examination (for Travel Insurance) P 1 of 3 Candidates are recommended to study the 2017 Edition of the Study Notes (with Update (August 2018)) for examinations to be held from 12 November 2018 onwards. Insurance Intermediaries Qualifying...

... Qualifying Deferred Annuity Policy Frequently Asked Questions   Q1 How do I know which deferred annuity products are tax deductible? A1...

.../forms/intermediaries.html 持牌保險公司（即持牌保險代理機構和持牌保險經紀公司）牌照續期的詳情會在稍後階 段公佈（但如上所述，持牌保險公司所委任的個人持牌人士應透過保險中介一站通處理 牌照續期）。 資料更改的通知現可透過保險中介一站通遞交 保監局亦在此宣布已新增保險中介一站通的功能，以供所有持牌保險中介人（包括個人 和公司）能夠透過保險中介一站通，通知保監局其資料的更改（而不必使用表格 N3 和 N4 的實體紙本1）。同樣地，此功能將於 2022 年 5 月 23 日起可供使用。 本局將監控牌照續期的進度，並繼續與業界合作，以確保該過程有成效及有效率。 如對牌照續期程序有任何...