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e-ppt20111230-01.pdf
... Special Administrative Region CDD By IntermediariesCDD By Intermediaries The intermediary could be any of the following: • A solicitor, a certified public accountant, an auditor, a trust or company service provider or a tax advisor • An FI that is an authorized institution, a licensed corporation, an...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/e-ppt20111230-01.pdf -
Date: 2019-11-05
... 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 insurance intermediaries are...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_IARB_20140624_Updated_CPD_Info_Sheet_20190823.pdf -
Date: 2019-12-20
... 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 insurance intermediaries are...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_IARB_20141203_Updated_CPD_Info_Sheet_20190823.pdf -
Date: 2019-12-20
[PDF]
cpd_info_sheet.pdf
... 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 representatives (requirements are specified in paragraph 4...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/cpd_info_sheet.pdf -
Date: 2019-12-02
... 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
[PDF]
13.sn-TIA-2017_eng.pdf
... 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