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⏭... Life Insurance Procedures i. Company Operation A. Typical Company Operational Structure ii. Application A. Application Procedure B. Receipts and Policy Effectiveness C. Client Service - Policies and Standards a. The Importance of Client Service b. How to Achieve Quality Client Service D. Cooling-Off...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/LT_syl_eng_2019_file4.pdf -
Date: 2019-12-02
... unsuitable advice on insurance matters; ☐ Failing to explain the cooling-off period to policyholders or failing to deliver the cooling-off notice or insurance policy to the policyholder within the required timeframe or cooling-off period; ☐ Failing to conduct a proper financial needs analysis in relation to...
https://www.ia.org.hk/english/aboutus/files/Editable_Complaint_Form_Eng_2022Jan.pdf -
Date: 2022-01-01
... unsuitable advice on insurance matters; ☐ Failing to explain the cooling-off period to policyholders or failing to deliver the cooling-off notice or insurance policy to the policyholder within the required timeframe or cooling-off period; ☐ Failing to conduct a proper financial needs analysis in relation to...
https://www.ia.org.hk/english/aboutus/files/Editable_Complaint_Form_Eng_2022Jan.pdf -
Date: 2022-01-01
... unsuitable advice on insurance matters; ☐ Failing to explain the cooling-off period to policyholders or failing to deliver the cooling-off notice or insurance policy to the policyholder within the required timeframe or cooling-off period; ☐ Failing to conduct a proper financial needs analysis in relation to...
https://www.ia.org.hk/english/aboutus/files/Editable_Complaint_Form_Eng_2022Jan.pdf -
Date: 2022-03-09