Claims Management Series: Public Liability Insurance for Shop

Employees’ Compensation and Public Liability Policy Coverage for Commercial Sector: Underwriting and Claims

商業部門僱員補償及責任保單範圍: 核保及理賠

Claims Procedures and Case Study on Marine Cargo Claims Relating to Different Types of Cargoes and Incidents

Insurance Arrangement for Educational Institution Service: Public Liability, Professional Liability and Directors’ and Officers’ Liability Underwriting and Claims handling with interesting cases sharing

教育機構(學界)所需保險安排系列—公眾責任，專業責任及董事及 高級管理人員責任保險保單範圍，索償程序及個案分享

Update of Regulations and Guidance Notes for Insurance and Financial Products

保險和金融產品法規和指引的更新

Employees’ Compensation and Personal Injuries Claims – An Update

Module 4: Sustainable and Responsible Investment: The Rising Star industry – Webinar CPD Course

單元四: 可持續及負責任投資新趨勢 -網上進修課程

Module 6: Five-dimensional Risk Management for Effective Insurance Selling – Webinar CPD Course

單元六: 全方位五維風管及銷售技巧 -網上進修課程

Module 3 – Effective Team Management for Insurance Intermediaries – Webinar CPD Course

單元三: 保險中介人實效團隊管理 -網上進修課程

Module 5: Corporate sustainability trends and its application to the insurance industry – Webinar CPD Course

單元五：保險業與企業可持續發展新趨勢 – 網上進修課程

Module 1: Practical Application of Behavioral Finance to Financial Planning & Investment Portfolio Building – Webinar CPD Course

單元一：行為金融學應用：資產配置及理財策劃投資心理 – 網上進修課程

Module 2: Financial Planning Experience Design (Integration of Behavioural Finance and Investment Psychology)

單元二：實效財務計劃體驗設計 – 奇妙的輕推 – 網上進修課程

Financial Regulatory Compliance – Compliance Concerns of Virtual Assets

金融法規遵守 – 虛擬資產相關的法規問題

Compliance for Life Products

Anti-Money Laundering

Leveraging Diversity and Inclusion to Create Competitive Advantage

Life Insurance used as Financial Instrument

The Impact of COVID-19 on the Insurance in the Long Term

China Insurance Law

Modules 9 – AMLO Statutory Requirements & Update (CPD ref: 80/236/08)

單元九 – 《打擊洗錢及恐怖分子資金籌集條例》的合規要求新知 (CPD Ref: 80/236/08)

Modules 8 – Finance Technological Crime and Loss Prevention (CPD ref: 80/236/11)

單元八 – 金融科技罪行與防損措施 (CPD Ref: 80/236/11)

Compliance Issues for Broker Companies

經紀公司 · 法例合規

Sanctions and Beyond Sanctions, for a Sustainable Franchis

Anti-Money Laundering (Webinar)

保險糾紛調解課程

Modules 9 – Anti-Money Laundering Statutory Requirements & Update (CPD ref: 80/236/08)

單元九- 《打擊洗錢及恐怖分子資金籌集條例》的合規要求新知 (CPD Ref: 80/236/08)

Modules 3 – Effective Team Management for Insurance Intermediaries (CPD ref: 80/236/05)

單元三詳情: 保險中介人實效團隊管理 (CPD Ref. 80/236/05)

Conduct Issues and Updates of the MPFA System for MPF Intermediaries

強積金中介人操守 及強積金制度發展

High End Life with Saving Insurance and Medical Insurance

高端儲蓄人壽及醫療產品

Insurance and Financial Regulatory Compliance – Anti-Money Laundering and Counter-Terrorist Financing

保險及金融法規遵守—打擊洗錢及恐怖分子資金籌集

Insurance and Financial Regulatory Compliance – Highlight of the Latest Regulatory Requirements for Insurance Intermediaries

保險及金融法規遵守 – 保險中介人最新監管要求摘要

Building Owner’s Corporation Insurance

業主立案法團保險

General Liability & Professional Indemnity Insurance

一般責任與專業責任保險

Insurtech – Challenges to the Insurance Intermediaries

Controlled Master Programs (CMPs) Essentials

New Hong Kong Profits Tax Incentives for Insurance Brokerage Business

High End Life Insurance in Hong Kong : Universal Life, Whole Life, Savings and Unit-link Insurance

Compliance issue for Technical Representatives (Broker) – Part l

High End Medical Insurance in Hong Kong

Medical Beauty Industry – Public and Product Liabilities Insurances Policy Coverage and main exclusions, Underwriting and Claims Handling with interesting cases sharing

醫學美容行業所需的綜合責任保險

保險及金融法規遵守-保險中介人最新監管要求摘要

Construction All Risks (CAR) Insurances Underwriting and Claims Handling with Interesting Cases Sharing

工程綜合保險 : 保單範圍、索償程序及個案分享

Construction All Risks (CAR) Employees’ Compensation Insurances Underwriting and Claims Handling with Interesting Cases Sharing(Face-to Face Mode)

工程勞工保險：保單範圍、索償程序及個案分享

Insurance and Financial Regulatory Compliance – Anti-Money Laundering and Counter-Terrorist Financing (Face-to Face Mode)

保險及金融法規遵守– 打擊洗錢及恐怖分子資金籌集

Construction All Risks (CAR) Professional Indemnity/Liability Insurances Underwriting and Claims Handling with Interesting Cases Sharing

工程專業責任保險 : 保單範圍、索償程序及個案分享

Insurance Course for Educational/Tutorial Institution Business – Public Liability Underwriting and Claims Handling with interesting cases sharing

學校、教育機構(學界) 所需的保險種類 - 公眾責任保單範圍,索償程序及個案分享

“Integrity for Success” – Continuing Professional Development Course for Insurance Intermediaries with Managerial Roles

「誠信創未來」- 保險中介管理人員持續專業培訓課程

Webinar for Insurance Regulatory Compliance

保險監管合規網上課程

Insurance Course for Educational/Tutorial Institution Business – Professional Liability and Directors’ and Officers’ Liability Underwriting and Claims Handling with interesting cases sharing

學校、教育機構(學界) 所需的保險種類 – 專業責任 及 董事責任保險保單範圍,索償程序及個案分享

Conduct of MPF Intermediaries and Development of the MPF System

強積金中介人操守及強積金制度發展

Insurance Course for Educational/Tutorial Institution Business – Property All Risks Insurance Underwriting and Claims Handling with interesting cases sharing (Face-to Face Mode)

學校、教育機構(學界) 所需的保險種類 - 財產全險保險保單範圍, 索償程序及個案分享

Insurance and Financial Regulatory Compliance Highlight of the Latest Regulatory Requirements for Insurance Intermediaries (Face-to Face Mode)

Construction All Risks (CAR) Professional Indemnity/Liability Insurances Underwriting and Claims Handling with interesting cases sharing(Face-to Face Mode)

Update of Regulations and Guidance Notes for Insurance and Financial Products (Face-to Face Mode)

What Should You Expect From 24/7 Assistance Services in Travel Insurance ?

你應對旅遊保險中的 24/7 緊急支援服務有何期待？

Conduct of MPF Intermediaries and Development of the MPF System 2022

強積金中介人操守及強積金制度發展 2022

Construction All Risks (CAR) Professional Indemnity/Liability Insurances Underwriting and Claims Handling with interesting cases sharing (Face-to Face Mode)

Insurance and Financial Regulatory Compliance – Highlight of the Latest Regulatory Requirements for Insurance Intermediaries (Face-to Face Mode)

High End Medical Insurance in Hong Kong (Face-to Face Mode)

高端醫療保險

1. How to establish general policies and procedure for AML &amp; CTF legislations and regulators&rsquo; guidelines
2. Customer due diligence
3. Risk-based approach
4. Introduction to &ldquo;Politically Exposed Persons&rdquo;
5. Risk assessment and periodic re-assessment
6. Record-keeping
7. Suspicious Transaction Reporting (STR) procedure
8. Staff training requirement under IA&rsquo;s GL3
9. Self-Assessment on Compliance with AML Guideline (Broker)

1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Highlight of key provisions of Insurance Ordinance relating to insurance intermediaries
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Extract of Insurance Authority&rsquo;s codes and guidelines
3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Personal Data (Privacy) Ordinance and relevant guidelines

LLB, FLMI, ALHC, ANZIIF (Snr Assoc)

Insurance and Financial Regulatory Compliance Highlight of the Latest Regulatory Requirements for Insurance Intermediaries

<ol>
<li>Interesting Cases Sharing</li>
<li>Construction All Risks (C.A.R) EC Insurance Principles</li>
<li>C.A.R Employees&rsquo; Compensation Insurance Coverage and common Extensions</li>
<li>Relevant Underwriting Principles &amp; Claims Handling</li>
<li>What kind of Insurers and Coverage you should introduce to your clients?</li>
</ol>

Chartered Insurer, ACII, BA(Hons), DLS

Construction All Risks (CAR) Employees’ Compensation Insurance Underwriting and Claims Handling with interesting cases sharing

l&nbsp;&nbsp; Opportunities and Challenges
l&nbsp;&nbsp; Laws and Professional Ethics 
l&nbsp;&nbsp; Principles for making ethical decisions
l&nbsp;&nbsp; Tips on Managing Staff Integrity
l Putting Ethics into Practice

Online Seminar on  “Integrity for Success” - Continuing Professional Development Course for Insurance Intermediaries with Managerial Roles

1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Interesting Cases Sharing
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Public Liability Insurance Principles
3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Public Liability Insurance Coverage, Exclusions, Common Extensions
4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Relevant Underwriting Principles &amp; Claims Handling 
5.&nbsp; &nbsp;How to assist the clients' to choose the suitable coverage and insurers

Public Liability Insurance

公眾責任保險

1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Application of the new &ldquo;Personal Data (Privacy) (Amendment) Ordinance&rdquo; for insurance and financial industry&nbsp;&nbsp; 
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Key regulatory requirement of Anti-Money Laundering for conducting insurance and financial business
3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Bribery and insurance and financial business
4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Key related Guidance note issued by Insurance Authority
5.&nbsp; &nbsp; &nbsp;Key related features under Anti-discrimination ordinances

LLB, FLMI, ALHC, ANZIIF (Snr Assoc)

l&nbsp;&nbsp; Opportunities and Challenges
l&nbsp;&nbsp; Laws and Professional Ethics 
l&nbsp;&nbsp; Principles for making ethical decisions
l&nbsp;&nbsp; Tips on Managing Staff Integrity
l Putting Ethics into Practice

1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Interesting Cases Sharing
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Educational/Tutorial Institution Business Public Liability Insurance Principles
3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Educational/Tutorial Institution Business Public Liability Policy Coverage and Extensions&nbsp; 
4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Relevant Underwriting Principles &amp; Claims Handling
5.&nbsp; &nbsp; &nbsp;How to assist the clients&rsquo; to choose the suitable coverage and insurers

Chartered Insurer, ACII, BA(Hons), DLS

Insurance Course for Educational/Tutorial Institution Business - Public Liability Underwriting and Claims Handling with interesting cases sharing

學校、教育機構(學界) 所需的保險種類  -  公眾責任保單範圍,索償程序及個案分享

1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; How to establish general policies and procedure for AML &amp; CTF legislations and regulators&rsquo; guidelines
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Customer due diligence
3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Risk-based approach
4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Introduction to &ldquo;Politically Exposed Persons&rdquo;
5.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Risk assessment and periodic re-assessment
6.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Record-keeping
7.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Suspicious Transaction Reporting (STR) procedure
8.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Staff training requirement under IA&rsquo;s GL3
9.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Self-Assessment on Compliance with AML Guideline (Broker)

CFMPTM, ChFP, CFC, RFP, CFPcm, AHKIB

保險及金融法規遵守–打擊洗錢及恐怖分子資金籌集

Part 1: Preface 
Part 2: Conduct/compliance issues relevant to RIs 
Part 3: Development of the MPF relevant to MPFIs 
Part 4: Q &amp; A and recap&nbsp; &nbsp;

Webinar on  Conduct of MPF Intermediaries and Development of the MPF System (2022)

網上課程: 強積金仲介人的行為及強積金制度的發展 （2022）

1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Highlight of key provisions of Insurance Ordinance relating to insurance intermediaries
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Extract of Insurance Authority&rsquo;s codes and guidelines
3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Personal Data (Privacy) Ordinance and relevant guidelines

1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Interesting Cases Sharing
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Liabilities Principles for Medical Beauty Industry
3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Public and Product Liabilities Insurance Coverage and Main Exclusions
4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Liability Underwriting Factors and Claims Reporting Procedure 
5.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; How to assist the clients&rsquo; to choose the suitable coverage and insurers

Chartered Insurer, ACII, BA(Hons), DLS

l&nbsp;&nbsp; Opportunities and Challenges
l&nbsp;&nbsp; Laws and Professional Ethics 
l&nbsp;&nbsp; Principles for making ethical decisions
l&nbsp;&nbsp; Tips on Managing Staff Integrity
l<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman'; text-align: justify; text-indent: -32px;">&nbsp; &nbsp;Putting Ethics into Practice

1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Interesting Cases Sharing
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Property All Risks Insurance Principles
3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Property All Risks Insurance Coverage, Exclusions, Common Extensions
4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Relevant Underwriting Principles &amp; Claims Handling 
5.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; How to assist the clients&rsquo; to choose the suitable coverage and insurers

Property All Risks (PAR) Underwriting and Claims

BEc, MFin, CFA

1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Interesting Cases Sharing
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Contractors All Risks (C.A.R) Insurance Principles
3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Contractors All Risks (C.A.R.) / Decoration All Risks (D.A.R.) : Material Damage and Third Party Liability Sections Policy Coverage and Extensions
4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Relevant Underwriting Principles &amp; Claims Handling 
5.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; What kind of Insurers and Coverage you should introduce to your clients?

Chartered Insurer, ACII, BA(Hons), DLS

Part A: Conduct/compliance issues relevant to MPFIs 
Part B: Updates on MPF System (eMPF Platform and other Updates) 
Part C: Q&amp;A and Recap&nbsp;

Tentative Training Outlines for 2023 New MPF Core CPD Training

1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; How to establish general policies and procedures for AML &amp; CTF legislations and regulators&rsquo; guidelines
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Customer due diligence
3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Risk-based approach 
4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Introduction to &ldquo;Politically Exposed Persons&rdquo; 
5.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Risk assessment and periodic re-assessment 
6.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Record-keeping
7.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Suspicious Transaction Reporting (STR) procedure
8.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Staff training requirement under IA&rsquo;s Guideline (GL3)

CFMPTM, ChFP, CFC, RFP, CFPcm, AHKIB

Insurance and Financial Regulatory Compliance Anti-Money Laundering and Counter-Terrorist Financing

1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Interesting Cases Sharing
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Construction All Risks (CAR) Employees&rsquo; Compensation Insurance Principles
3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; CAR Employees&rsquo; Compensation Insurance Coverage and Common Extensions
4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Relevant Underwriting Principles &amp; Claims Handling
5.&nbsp; &nbsp; What kind of Insurers and Coverage you should introduce to your clients?

Construction All Risks (CAR) Employees’ Compensation Insurance Underwriting and Claims Handling with Interesting Cases Sharing

1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Highlight of key provisions of Insurance Ordinance relating to Insurance Intermediaries
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Extract of Insurance Authority&rsquo;s Codes and Guidelines
3.&nbsp; &nbsp; Personal Data (Privacy) Ordinance and Relevant Guidelines

Bachelor Degree in Law, London University

Education

CPD Course

7

Oct

Educational Institution Service: Public Liability and Professional Liability Underwriting and Claims Handling with Interesting Cases Sharing

8

Oct

持續專業進修核心活動 -單元一 (積金易成員及僱主平台)

10

Oct

Webinar on Conduct of MPF Intermediaries and Development of the MPF System (2024)

17

Oct

Insurance and Financial Regulatory Compliance - Anti-Money Laundering and Counter-Terrorist Financing

22

Oct

持續專業進修核心活動 - 單元二積金易 (助理介面及強積金中介人操守)

25

Oct

High End Medical Insurance in Hong Kong

31

Oct

Online Seminar on “Integrity for Success” - Continuing Professional Development Course for Insurance Intermediaries with Managerial Roles

5

Nov

持續專業進修核心活動 -單元一 (積金易成員及僱主平台)

8

Nov

Property All Risks (PAR) Underwriting and Claims

11

Nov

Update of Regulations and Guidance Notes for Insurance and Financial Products

About PIBA

News & Updates

Membership

Events & Activities

Education

CPD Course

7

Oct

Educational Institution Service: Public Liability and Professional Liability Underwriting and Claims Handling with Interesting Cases Sharing

8

Oct

持續專業進修核心活動 -單元一 (積金易成員及僱主平台)

10

Oct

Webinar on Conduct of MPF Intermediaries and Development of the MPF System (2024)

17

Oct

Insurance and Financial Regulatory Compliance - Anti-Money Laundering and Counter-Terrorist Financing

22

Oct

持續專業進修核心活動 - 單元二積金易 (助理介面及強積金中介人操守)

25

Oct

High End Medical Insurance in Hong Kong

31

Oct

Online Seminar on “Integrity for Success” - Continuing Professional Development Course for Insurance Intermediaries with Managerial Roles

5

Nov

持續專業進修核心活動 -單元一 (積金易成員及僱主平台)

8

Nov

Property All Risks (PAR) Underwriting and Claims

11

Nov

Update of Regulations and Guidance Notes for Insurance and Financial Products

Oct – Nov 2024

About PIBA

News & Updates

Membership

Events & Activities