... requirements will be set out in the Guideline on the Fit and Proper Criteria for Licensed Insurance Intermediaries and soft consultation of the Guideline to be conducted later this year. Besides review of the minimum education requirements, we have also reviewed the CPD requirements. We are glad to see a...

... Kong. The respondents also agreed that it is important to set a unified standard across the industry and to protect the interests of the insuring public. There were, however, views on a few issues including the adoption of a non-tariff based approach, and the application of the maximum penalty of HK$10...

... Kong. The respondents also agreed that it is important to set a unified standard across the industry and to protect the interests of the insuring public. There were, however, views on a few issues including the adoption of a non-tariff based approach, and the application of the maximum penalty of HK$10...

... in Article 28 of the Articles of Association of the Confederation. "Director" means any person appointed to the board of directors of a Member company or prospective Member company. "Employee" means any person employed by a Member. "Fit and Proper Person" means a person who fulfils the criteria set...

... obligation to collect adequate information to place themselves in a position whereby they can perform reasonable assessments before making any insurance recommendation. 6.5 A template is set out at Appendix to illustrate the information that should normally be collected during the FNA process. Authorized...

... obligation to collect adequate information to place themselves in a position whereby they can perform reasonable assessments before making any insurance recommendation. 6.5 A template is set out at Appendix to illustrate the information that should normally be collected during the FNA process. Authorized...

... obligation to collect adequate information to place themselves in a position whereby they can perform reasonable assessments before making any insurance recommendation. 6.5 A template is set out at Appendix to illustrate the information that should normally be collected during the FNA process. Authorized...

...�cer approved by the IA . Maintain a client account with a bank in Hong Kong . Compliance with the requirements set out in the Insurance (Financial and Other Requirements for Licensed Insurance Broker Companies) Rules . Proper corporate governance, internal controls and risk management (organizational...

... apply for insurance in a public place. Do not use public Wi-Fi or a public computer. Do not share your user names or passwords for digital insurance services with anyone or disclose your passwords to anyone. Set a password that is difficult to guess and different from ones you use for other online...

... fit and proper in order to be licensed, and this requirement is ongoing. In addition, the IA has, based on the existing codes of conduct from the SROs, formulated new codes of conduct which set out the professional standards expected from insurance intermediaries. These include the requirements on...