Regulatory Requirements for Selling Financial Products Review and Updates Module 4: Selling Practices Review and Updates (Bancassurance)

Course Code

PE4200704

Start Date:

2027/01/20

Hours

3.0

Level

Short Course

Fee

$330

Application Form Apply Now

Email

peak@vtc.edu.hk

Enquiry: 28361922

Regulatory Requirements for Selling Financial Products Review and Updates Module 4: Selling Practices Review & Updates (Bankassurance)

• Latest development of regulatory requirements (HKMA, current issues)

• Selling of life insurance product (HKMA, Guidance on non- F2F distribution of investment and insurance products

• Distribution of insurance-linked securities and related products

• Use of Premium Financing to take out Long Term Insurance Policies

• Observations from Reviews on Sale of QDAP , VHIS and TVC

• Selling of Qualifying Deferred Annuity Policies

• Selling of Protection Linked Plan

• Findings of the Mystery Shopping Programme on Selling Practices

Teaching Language

All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)

Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours

IA CPD Hours: 3 (Ethics or Regulations)

MPFA Non-core CPD Hours: 3

SFC CPT Hours: 3

HKMA ECF CPD Hours 3

2027/01/20

Date: 20.1.2027
Time: 9:30am-12:30pm
Duration:3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai

Apply Now