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text-ilens14.pdf
... Telemarketing teams are confined to distributing simple products and providing minimal after-sales service. Bancassurers should aim to develop a team of professional financial planners and to have an optimum mix of in-branch and outreaching activities. The financial planners must be very familiar with the...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/text-ilens14.pdf -
Date: 2020-09-28
[PDF]
text-ilens14.pdf
... Telemarketing teams are confined to distributing simple products and providing minimal after-sales service. Bancassurers should aim to develop a team of professional financial planners and to have an optimum mix of in-branch and outreaching activities. The financial planners must be very familiar with the...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/text-ilens14.pdf -
Date: 2021-11-01
[PDF]
text-ilens14.pdf
... Telemarketing teams are confined to distributing simple products and providing minimal after-sales service. Bancassurers should aim to develop a team of professional financial planners and to have an optimum mix of in-branch and outreaching activities. The financial planners must be very familiar with the...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/text-ilens14.pdf -
Date: 2021-09-01
[PDF]
text-ilens14.pdf
... Telemarketing teams are confined to distributing simple products and providing minimal after-sales service. Bancassurers should aim to develop a team of professional financial planners and to have an optimum mix of in-branch and outreaching activities. The financial planners must be very familiar with the...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/text-ilens14.pdf -
Date: 2020-06-19
... Procedures Dedicated Team & E-mail Account: • Set up a dedicated Complaints Handling Team under Market Conduct Division • Create a new e-mail account "[email protected]" to centralize e-mail communications related to complaints 22 New Initiatives – On-site Inspection on Insurance Brokers After 26 June...
https://www.ia.org.hk/english/infocenter/files/Updates_on_the_New_Insurance_Intermediaries_Regulatory_Regime.pdf -
Date: 2021-12-09
... Procedures Dedicated Team & E-mail Account: • Set up a dedicated Complaints Handling Team under Market Conduct Division • Create a new e-mail account "[email protected]" to centralize e-mail communications related to complaints 22 New Initiatives – On-site Inspection on Insurance Brokers After 26 June...
https://www.ia.org.hk/english/infocenter/files/Updates_on_the_New_Insurance_Intermediaries_Regulatory_Regime.pdf -
Date: 2021-09-08
... provide further guidance and support in processing the applications. Please rest assured that detailed instructions of the application process applicable to your agency will be set out in the invitation letter from the IA (per step 1 above). Next steps We have engaged with The Hong Kong Federation of...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Deemed_licensee_agency_company.pdf -
Date: 2020-12-21
..., aligned with a broker company’s responsibility to have in place requisite controls and procedures in respect of its TRs. Please rest assured that detailed instructions of the application process applicable to your broker company will be set out in the invitation letter from the IA (per step 1 above). Next...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Deemed_licensee_broker_company.pdf -
Date: 2020-12-21
... Procedures Dedicated Team & E-mail Account: • Set up a dedicated Complaints Handling Team under Market Conduct Division • Create a new e-mail account "[email protected]" to centralize e-mail communications related to complaints 22 New Initiatives – On-site Inspection on Insurance Brokers After 26 June...
https://www.ia.org.hk/english/infocenter/files/Updates_on_the_New_Insurance_Intermediaries_Regulatory_Regime.pdf -
Date: 2020-06-12
...) of the questions for the purposes of proper assessment of the customer’s particular circumstances, provided that such addition or modification complies with the requirements set out in paragraph 6.5 of the Guideline. Q5 Can authorized insurers or licensed insurance intermediaries directly ask the...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL30..pdf -
Date: 2020-09-24