...行或遭專業團體紀律處分的紀錄 depending on circumstances 視乎情況 (6th) 49(g) (7th) 58(m) 14. Failure to take reasonable effort to deliver policy within the cooling-off period 沒有盡力於冷靜期內送交保單 depending on circumstances 視乎情況 (6th) 49(d) Cooling-off initiative 《「冷靜期」權益》 (7th) 58(g) 15. In breach of the Requirements...

... electronic signature, onsite recording, personal identification number (“PIN”) verification, sign-and-return-mail, one-time- password etc in lieu of wet signature by the customers. (vi) The cooling-off period should be extended to no less than 30 calendar days for policies sold with the variation of...

... electronic signature, onsite recording, personal identification number (“PIN”) verification, sign-and-return-mail, one-time- password etc in lieu of wet signature by the customers. (vi) The cooling-off period should be extended to no less than 30 calendar days for policies sold with the variation of...

... Service b. How to Achieve Quality Client Service D. Cooling-Off Period E. Policy Switching F. Sales Illustrations for Linked and Non-Linked Policies a. Linked Policy Illustration Document b. Standard Illustration for Universal Life (Non-Linked) Policies c. Standard Illustration for Participating Policies...

... Service b. How to Achieve Quality Client Service D. Cooling-Off Period E. Policy Switching F. Sales Illustrations for Linked and Non-Linked Policies a. Linked Policy Illustration Document b. Standard Illustration for Universal Life (Non-Linked) Policies c. Standard Illustration for Participating Policies...

... Standards a. The Importance of Client Service b. How to Achieve Quality Client Service D. Cooling-Off Period E. Policy Switching F. Sales Illustrations for Linked and Non-Linked Policies a. Linked Policy Illustration Document b. Standard Illustration for Universal Life (Non-Linked) Policies c. Standard...

... Service - Policies and Standards a. The Importance of Client Service b. How to Achieve Quality Client Service D. Cooling-Off Period E. Policy Switching F. Sales Illustrations for Linked and Non-Linked Policies a. Linked Policy Illustration Document b. Standard Illustration for Universal Life (Non-Linked...

... Insurance Policy i. Entire Contract Provision ii. Incontestability Provision iii Grace Period iv. Beneficiary Designation v. Nonforfeiture Benefits vi. Policy Loan vii. Reinstatement viii. Misstatement of Age or Sex ix. Assignment P 3 of 4 x. Dividend Options xi. Settlement Options xii. Suicide Exclusion V....

... policy; giving wrong or 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...

... Declarations which can be exempted for top-up applications? A 16 Referring to the template provided by the IA (in Appendix 1), all items of the IFS, except paragraph 2 (Cooling-off period) and paragraph 4 (Long-term features) (for some legacy products without a Product Brochure and/or Product Key Facts...