... 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 to conduct a proper financial needs analysis in relation to...

... 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 to conduct a proper financial needs analysis in relation to...

... 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 to conduct a proper financial needs analysis in relation to...

... on Financial Needs Analysis (GL30) issued by the IA; (f) Guideline on Cooling-off Period (GL29) issued by the IA; (g) Code of Conduct for Licensed Insurance Agents issued by the IA; (h) Code of Conduct for Licensed Insurance Brokers issued by the IA; and (i) All relevant rules, codes, circulars and...

... on Financial Needs Analysis (GL30) issued by the IA; (f) Guideline on Cooling-off Period (GL29) issued by the IA; (g) Code of Conduct for Licensed Insurance Agents issued by the IA; (h) Code of Conduct for Licensed Insurance Brokers issued by the IA; and (i) All relevant rules, codes, circulars and...

... Structure 5.2 Application 5/4 5.2.1 Application Procedure 5.2.2 Receipts and Policy Effectiveness 5.2.3 Client Service - Policies and Standards a. The Importance of Client Service b. How to Achieve Quality Client Service 5.2.4 Cooling-Off Period 5.2.5 Policy Switching 5.2.6 Sales Illustrations for Linked...