... Insurance Agent Licensed Technical Representative (Agent) Licensed Technical Representative (Broker) Licensed Insurance Broker Company Type Business Entity Individual Licensed Insurance Broker Transitional Arrangements for Deemed Licensees Commencement of New Regulatory Regime on 23 September 2019 Enhance...

... refer to the fulfillment ratio of a product series with the features that are similar to what you are interested in, such as the type of non-guaranteed benefits and product type. Reminder The fulfillment ratio may serve as a reference of past performance for policyholders, but...

... to encourage greater use of E- learning Activities, the cap on the number of CPD hours that can be obtained through Type 1 and Type 7 E-learning Activities for each Assessment Period is lifted permanently. This means that there is no longer any cap on the number of CPD hours to be earned through...

... Insurance Agent Licensed Technical Representative (Agent) Licensed Technical Representative (Broker) Licensed Insurance Broker Company Type Business Entity Individual Licensed Insurance Broker Transitional Arrangements for Deemed Licensees Commencement of New Regulatory Regime on 23 September 2019 Enhance...

... following information must be disclosed in addition to the existing product disclosure requirements: (i) Objective(s) of buying the product is(are) clearly stated; (ii) Type and nature of the product is clearly stated (e.g. “The product is a long term insurance plan underwritten by [name of insurer] and is...

... Monitor? 25 25 On screen alerts • Real-time monitoring transactions of high risk customers Event-driven reviews • Ad hoc basis Transaction Monitoring - Implementation 26 26 Appropriate MIS/policy administration system with good data quality Understand the operating rules/rationale Justified and reasonable...

... Monitor? 25 25 On screen alerts • Real-time monitoring transactions of high risk customers Event-driven reviews • Ad hoc basis Transaction Monitoring - Implementation 26 26 Appropriate MIS/policy administration system with good data quality Understand the operating rules/rationale Justified and reasonable...

... Monitor? 25 25 On screen alerts • Real-time monitoring transactions of high risk customers Event-driven reviews • Ad hoc basis Transaction Monitoring - Implementation 26 26 Appropriate MIS/policy administration system with good data quality Understand the operating rules/rationale Justified and reasonable...

... Annuity New Business 保險種類 Type of Insurance 表 L7 有效年金及其他業務 / 個人年金新造業務 Table L7 Annuity and Other In-Force Business / Individual Annuity New Business 淨負債 Net Liabilities 總數 Total 整付 Single Payment 保單數目: Number of Policies: 整付 Single Payment 定期繳付 Regular Payment 定期繳付 Regular Payment ...

...年金業務 Table L7b Individual Annuity New Business 保險種類 Type of Insurance 表 L7 有效年金及其他業務 / 個人年金新造業務 Table L7 Annuity and Other In-Force Business / Individual Annuity New Business 淨負債 Net Liabilities 總數 Total 整付 Single Payment 保單數目: Number of Policies: 整付 Single Payment 定期繳付 Regular Payment 定期繳付 Regular Payment ...