... Individual Account Individual account owner need to provide the following information to their principal in order to create an individual account: a. Full Name in English – The name must be identical with their Hong Kong Identity (“HKID”) card ; b. Hong Kong Identity Card Number - The HKID card number will...

... Individual Account Individual account owner need to provide the following information to their principal in order to create an individual account: a. Full Name in English – The name must be identical with their Hong Kong Identity (“HKID”) card ; b. Hong Kong Identity Card Number - The HKID card number will...

... explained all the information in this IFS-PF before you sign this statement. Signature of the Applicant / Proposed Policy Holder Full Name of the Applicant / Proposed Policy Holder Date (DD/MM/YYYY) Annex Declaration by the Licensed Insurance Intermediary I declare that I have discussed and fully explained...

... complaining against;  your name, address and telephone number;  full details of your complaint and photocopies of relevant supporting documents; and  your written consent for the IA to refer your complaint to the relevant party(ies) for the purposes of follow-up (where necessary). When you have completed...

... unsuitable for them, they can cancel their policy for a full refund of the premium paid, or a refund of the premium paid after a “market value adjustment”3 (if applicable). They can inform the insurance company in writing if they wish to cancel their policy within the cooling-off period. 3 Take the...

... complaining against;  your name, address and telephone number;  full details of your complaint and photocopies of relevant supporting documents; and  your written consent for the IA to refer your complaint to the relevant party(ies) for the purposes of follow-up (where necessary). When you have completed...

... unsuitable for them, they can cancel their policy for a full refund of the premium paid, or a refund of the premium paid after a “market value adjustment”3 (if applicable). They can inform the insurance company in writing if they wish to cancel their policy within the cooling-off period. 3 Take the...

... cancel their policy for a full refund of the premium paid, or a refund of the premium paid after a “market value adjustment”3 (if applicable). They can inform the insurance company in writing if they wish to cancel their policy within the cooling-off period. 3 Take the initiative to contact the insurance...

..., e.g. living expenses of client and his/her dependant, mortgage and tax payments, other insurance premium payments, as collected in the Needs Analysis. 11.2 the financial commitment of client, i.e. the total premiums payable for the full payment term of the recommended product as shown in the insurer’s...