... Investment-linked Policies x. Risks of Investing in Investment-linked Policies xi. Comparison of Investment-linked Long Term Insurance Policies with Guaranteed and With-Profits Policies A. Guaranteed Policies/Without-Profits/Non-Participating Policies B. With-Profits/Participating Policies C. Comparison Criteria...

... should be kept for at least 12 months if the completed FNA forms would be kept for future use within the 12-month validity period as permitted under 6.9 of GL30. 3 香港黃竹坑香葉道41號19樓 19/F, 41 Heung Yip Road, Wong Chuk Hang, Hong Kong 電話 Tel: (852) 3899 9983 電郵 E-mail: [email protected] 傳真 Fax: (852) 3899...

... Parts I and II in relation to the Examination. Both Parts should be studied carefully, but the following table indicates areas of particular importance: Part Relative Weight I 35% II 65% Total 100% ii Part I Principles and Practice of Insurance iii TABLE OF CONTENTS Chapter Page 1. RISK AND INSURANCE 1...

... have a minimum of two years’ experience in the insurance industry occupying a management position but have in total less than five years’ experience in the industry.) Please tick the qualification obtained and attach copy of the relevant certificate: 1) Associate or Fellow of The Chartered Insurance...

... have a minimum of two years’ experience in the insurance industry occupying a management position but have in total less than five years’ experience in the industry.) Please tick the qualification obtained and attach copy of the relevant certificate: 1) Associate or Fellow of The Chartered Insurance...

... have a minimum of two years’ experience in the insurance industry occupying a management position but have in total less than five years’ experience in the industry.) Please tick the qualification obtained and attach copy of the relevant certificate: 1) Associate or Fellow of The Chartered Insurance...

... period as defined in section 8 of Schedule 11 to the IO. 13 See footnote 12. Consultation Conclusions on: (1) Draft Guideline on Fit and Proper Criteria for Licensed Insurance Intermediaries and (2) Draft Guideline on Continuing Professional Development for Licensed Insurance Intermediaries 18 exemption...

... the Appointed Actuary………………………..……………… 2 5. Product Design..………………………………………….. 3 6. Provision of Adequate and Clear Information…………… 4 7. Suitability Assessment…………………………………… 6 8. Advice to Customers……………………………………... 8 9. Appropriate Remuneration Structure…………………….. 8 10. Ongoing Monitoring...

... request for information is refused. Requests for information will be handled as promptly and helpfully as possible, and if necessary members of the public will be asked to clarify their requests or directed to the most appropriate government bureau(x) / department(s) or other non-government bodies....