聖誕聯歡晚宴

1. AML法規的概括及守則
2. 自我風險評估的基本要求
3. 制定自我風險評估的資料準備
4. 制定自我風險評估的流程
5. <span style="font-size: 13.0pt; font-family: 標楷體; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial; mso-ansi-language: EN-US; mso-fareast-language: ZH-TW; mso-bidi-language: AR-SA;">完成風險評估後的工作

<span style="font-size: 13.0pt; font-family: 標楷體; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial; mso-ansi-language: EN-US; mso-fareast-language: ZH-TW; mso-bidi-language: AR-SA;">前任主席

保險經紀公司‘’法規及合規‘’實務工作坊

<span lang="EN" style="mso-ascii-font-family: Calibri; mso-fareast-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: #202124; mso-ansi-language: EN; mso-fareast-language: ZH-HK;">-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Free flow of drinks and snacks
<span lang="EN" style="mso-ascii-font-family: Calibri; mso-fareast-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: #202124; mso-ansi-language: EN; mso-fareast-language: ZH-HK;">-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Lucky draw
-<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: -24px;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; QHMS Health Lounge &ndash; Blood Pressure and BMI &amp; Fat % Measurement by Registered Nurses (max 30 persons)

BUPA Happy Hour Gathering

<ol>
<li>&nbsp;法例規定資料申報事項</li>
<li>牌照申請及資料申報途徑及方法</li>
<li>"保險中介一站通"</li>
<li>應用<span style="font-size: 13.0pt; font-family: 標楷體; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial; mso-ansi-language: EN-US; mso-fareast-language: ZH-TW; mso-bidi-language: AR-SA;">其他牌照事項</li>
</ol>

保險經紀公司‘’法規及合規‘’實務工作坊 (二)

<span lang="EN" style="mso-ascii-font-family: Calibri; mso-fareast-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: #202124; mso-ansi-language: EN; mso-fareast-language: ZH-HK;">-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Free flow of drinks and snacks
<span lang="EN" style="mso-ascii-font-family: Calibri; mso-fareast-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: #202124; mso-ansi-language: EN; mso-fareast-language: ZH-HK;">-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Souvenir
<span lang="EN" style="mso-ascii-font-family: Calibri; mso-fareast-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: #202124; mso-ansi-language: EN; mso-fareast-language: ZH-HK;">-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Download apps (<span style="font-family: '新細明體',serif; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; color: #202124; mso-ansi-language: EN;">漲樂全球apps) **
Introduced by Huatai Financial Holdings (Hong Kong) Ltd

PIBA and Huatai Financial Holdings (Hong Kong) Limited Happy Hour Gathering

討論及研究
1.&nbsp;&nbsp;&nbsp;&nbsp; 保險業條例第71條至73條
&nbsp; &nbsp;2. 法例第41章，附屬法例L，保險業(持牌保險經紀公司的財務及其他要求)規則

前任主席

保險經紀公司“法規及合規”實務工作坊 (三)

1. ifingate AML Name Screening 及 Due Diligence 的最新功能
2. <span style="font-size: 13.0pt; font-family: 標楷體; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial; mso-ansi-language: EN-US; mso-fareast-language: ZH-TW; mso-bidi-language: AR-SA;">保險經紀 AML <span style="font-size: 13.0pt; font-family: 標楷體; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial; mso-ansi-language: EN-US; mso-fareast-language: ZH-TW; mso-bidi-language: AR-SA;">法例的最新資訊

保險經紀公司‘’法規及合規‘’實務工作坊 (四) - ifingate AML Name Screening 及Due Diligence的最新功能 及關於保險經紀的AMLO的最新資訊

ifingate CEO

<span lang="EN" style="mso-ascii-font-family: Calibri; mso-fareast-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: #202124; mso-ansi-language: EN; mso-fareast-language: ZH-HK;">-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Free flow of drinks and snacks
<span lang="EN" style="font-size: 12.0pt; mso-bidi-font-size: 11.0pt; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 新細明體; mso-fareast-theme-font: minor-fareast; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; color: #202124; mso-ansi-language: EN; mso-fareast-language: ZH-HK; mso-bidi-language: AR-SA;">-&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Lucky draw

PIBA Christmas Party co-organize with Allied World Assurance Company Ltd

1. 探討在保監條例下，對&lsquo;客戶服務協議&rsquo;的基本要求
2. 一份&lsquo;客戶服務協議&rsquo;內容的框架
3. 協議應該包括什麼要點
<span style="font-size: 13.0pt; font-family: 標楷體; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial; mso-ansi-language: EN-US; mso-fareast-language: ZH-TW; mso-bidi-language: AR-SA;">4.附帶在協議下，收集個人資料聲明 (PICS statement) <span style="font-size: 13.0pt; font-family: 標楷體; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial; mso-ansi-language: EN-US; mso-fareast-language: ZH-TW; mso-bidi-language: AR-SA;">的範本

保險經紀公司‘’法規及合規‘’實務工作坊 (五)  - 客戶服務協議

1. 保險市場概覽
2. 保險中介人的類型及分別
3. 保險產品種類
4. 持牌保險中介人的'適當人選'
<span style="font-size: 13.0pt; font-family: 標楷體; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial; mso-ansi-language: EN-US; mso-fareast-language: ZH-TW; mso-bidi-language: AR-SA;">5.成為'<span style="font-size: 13.0pt; font-family: 標楷體; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial; mso-ansi-language: EN-US; mso-fareast-language: ZH-TW; mso-bidi-language: AR-SA;">專業'<span style="font-size: 13.0pt; font-family: 標楷體; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial; mso-ansi-language: EN-US; mso-fareast-language: ZH-TW; mso-bidi-language: AR-SA;">的一份子

保險經紀公司‘’法規及合規‘’實務工作坊 (六) 新晉TRs訓練班- 基礎篇

保險經紀公司‘’法規及合規‘’實務工作坊 (六)   新晉TRs訓練班- 基礎篇

廣州交流分享會活動

1. 保監局對FNA新規定的簡述
2. 使用本分析表格要注意的事項
3. 更新版本後的分析範圍
a. 基本財務分析 
b. 醫療需要分析 
c. 保費融資分析 
4. <span style="font-size: 13.0pt; font-family: 標楷體; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial; mso-ansi-language: EN-US; mso-fareast-language: ZH-TW; mso-bidi-language: AR-SA;">本分析表格所引用的基礎及邏輯

保險經紀公司‘’法規及合規‘’實務工作坊 (七) - 保險經紀財務需要與分析表(FNA Form)更新版

Free flow of drinks and snacks
&nbsp;

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May – Jun 2024

About PIBA

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