... continue to possess professional competence and standard in providing advice and service to the policy holders and potential policy holders. CPD Requirements 3. Except for travel insurance agents, their responsible officers and technical representatives (requirements are specified in paragraph 4), all...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/CPD_Info_Sheet_Eng_Jun_2017.pdf -
Date: 2019-12-02
... CPD Programme is to ensure insurance intermediaries continue to possess professional competence and standard in providing advice and service to the policy holders and potential policy holders. CPD Requirements 3. Except for travel insurance agents, their responsible officers and technical...
https://www.ia.org.hk/english/infocenter/faqs/files/CPD_Info_Sheet_Eng_Jun_2017.pdf -
Date: 2017-10-12
... should consider it? Young people wi th l imi ted financial means; individuals who have high protection needs for a period of time or who are looking solely for protection and have other financial plans Individuals in a strong financial s i t ua t i on w ho wa n t b o t h protection and long-term savings...
https://www.ia.org.hk/english/infocenter/files/Understanding_Life_Insurance_Eng.pdf -
Date: 2022-05-24
... TIA Study Notes Insurance Intermediaries Quality Assurance Scheme Travel Insurance Agents Examination Study Notes 2017 Edition i PREFACE Divided into Part I – Principles and Practice of Insurance, and Part II – Travel Insurance, these Study Notes have been prepared to correspond with the various Ch...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/13.sn-TIA-2017_eng.pdf -
Date: 2019-12-02
...(保險及投資專才系列) * No 16 5 Jan 2021 - 4 Jan 2022 Public 公眾人士 + Commissioning Body 委託機構員工 Ms Polly TAM 2836 1822 80/07/60 Institute of Professional Education and Knowledge, VTC Risk Assessment and Management for Financial Service Executives 風險評估及管理(財經業人士) * No 16 5 Jan 2021 - 4 Jan 2022 Public 公眾人士...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_Approved_T1_CPD_adopting_VC.pdf -
Date: 2021-12-06
... 9943 See Note 4 IA-CIB- 2021026 CIB Typhoon and Catastrophe Insurance – Delivering on the Promise, Claims 3 19 Aug 2021 Mr Tommy Chan 2882 9943 See Note 4 IA-CIB- 2021027 CIB Broking Service - Creating Customer Value 3 09 Sep 2021 Mr Tommy Chan 2882 9943 See Note 4 Last updated on 6 Dec 2021 Reference...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_T7_CPD.pdf -
Date: 2021-12-06
... P&P Study Notes Insurance Intermediaries Quality Assurance Scheme Principles and Practice of Insurance Examination Study Notes 2017 Edition i PREFACE These Study Notes have been prepared to correspond with the various Chapters in the Syllabus for the Principles and Practice of Insurance Examination...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/9.sn-pp-2017_eng.pdf -
Date: 2019-12-02
... activities of customers, especially countries or jurisdictions identified by credible sources, with relatively higher level of corruption or organized crime, and/or not having effective AML/CFT regimes; (c) product, service, transaction or delivery/distribution channel risk factors, for example: (i) the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GL3_AML_Eng.pdf -
Date: 2020-06-16
... activities of customers, especially countries or jurisdictions identified by credible sources, with relatively higher level of corruption or organized crime, and/or not having effective AML/CFT regimes; (c) product, service, transaction or delivery/distribution channel risk factors, for example: (i) the...
https://www.ia.org.hk/english/legislative_framework/files/GL3_Eng.pdf -
Date: 2020-09-24