... client of the number of the insurance broker’s “client account” and/or “own account” he must categorically advise his client of the type of funds, either premium or fee payments, which are to be credited to each of those bank accounts so that clients do not inadvertently deposit their monies into the...

... insurance broker advises a client of the number of the insurance broker’s “client account” and/or “own account” he must categorically advise his client of the type of funds, either premium or fee payments, which are to be credited to each of those bank accounts so that clients do not inadvertently deposit...

... shall have a paid up share capital of not less than HK$100,000 and a net asset value of not less than HK$100,000; (f) it shall maintain adequate accounting records to reflect the transactions of its business; 3 (g) it shall maintain a professional indemnity insurance policy with a minimum limit of...

... inclusiveness and facilitate the development of a more balanced market with more demand for protection-type insurance products. Consumers will also be empowered with more product choices and easier access, and provided with improved customer experience. 5 Second, we strive to foster a healthy ecosystem for...

... inclusiveness and facilitate the development of a more balanced market with more demand for protection-type insurance products. Consumers will also be empowered with more product choices and easier access, and provided with improved customer experience. 5 Second, we strive to foster a healthy ecosystem for...

...  All supporting documents in connection with the Application should be duly verified against the relevant original copy by your appointing principals before submission to the IA.  If you are an existing licensed insurance intermediary and intend to apply for a different type of insurance intermediary...

... inclusiveness and facilitate the development of a more balanced market with more demand for protection-type insurance products. Consumers will also be empowered with more product choices and easier access, and provided with improved customer experience. 5 Second, we strive to foster a healthy ecosystem for...

... including, without limitation, those that have  only  a  small  investment  or  savings  component  such  as  medical,  term  or  critical  illness    ‐ 2 ‐  insurance. Where a gift is offered for this type of product, the gift should be relevant to that  product (e.g. a free medical check‐up) and should...

... Identification 8. Common personal particulars should be recorded, and whenever necessary verified, for identification purpose. They should include but not limited to: full name, date of birth, nationality, identity document type and number, residential address, and contact number(s). 9. When it is a trustee who...

... recorded, and whenever necessary verified with copy of the documentary proof kept in file. They should include but not limited to: full name, date of birth, nationality, identity document type and number, residential address, and contact number(s). 9. When it is a trustee who will be the prospective...