... Jan 2011) Page 2 of 11 3) The applicant(s) must then tick one of either box A, B or C in “Section II: Suitability Declaration”. a) Box A should be ticked where the sale representative and the applicant(s) agree that the product is suitable for the applicant(s), based on the information provided by the...

... box of the field. This arrangement can be updated after the individual account is created.  Once the individual account owner’s information is inputted to the system, the PAA shall proceed to the individual account creation by clicking the “Create” button.  The status of the individual accounts can...

... Application for Insurance Intermediary Licence Individual Insurance Agent/Technical Representative (Agent)/Technical Representative (Broker) For Official Use O D N C S F Date of Receipt 1st Review 2nd Review Approved † Please tick the appropriate box. Version: September 2019 1 Form A1 Please read...

... † Please tick the appropriate box. Version: September 2019 1 Form S7 Supplemental Form Notification of Termination of Appointment I. Particulars of Appointing Principal Reference No. Name of Principal II. Termination of Appointment of Licensed Insurance Agency/Individual Insurance Agent/ Technical...

... † Please tick the appropriate box. Version: September 2019 1 Form S7 Supplemental Form Notification of Termination of Appointment I. Particulars of Appointing Principal Reference No. Name of Principal II. Termination of Appointment of Licensed Insurance Agency/Individual Insurance Agent/ Technical...