Compliance Training Courses for Insurance Intermediaries Module 2 : Business Ethics (Insurance Agents)

Course Code:

PE4200809

Start Date:

2025/06/17

Hours:

3.0

Level:

Short Course

Fee:

$330

Application Form Apply Now

Email:

peak@vtc.edu.hk

Enquiry:

28361922

Objectives: (This course provides Chinese objectives only)

本課程旨在重温保險業監管局及其他監管機構，對保險代理人的行為操守及商業道德的要求，藉此希望加強保險代理人的素質。

Contents:

Module 2: Business Ethics (Insurance Agents)

Code of Ethics by The Life Underwriters Association of Hong Kong
Best Practice Guidelines for insurance agents by the Life Underwriters Association of Hong Kong
Business Ethical Standards
Prevention of Conflicts Interest
Proper Handing of Customers’ Personal Data for the Insurance Industry
Ethics and Law
Professional Ethics and Corruption Prevention
Verifying Insurance Claims
Handing of Insurance Complaint Cases

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 (Ethics or Regulations) 3

MPFA Non-core CPD Hours: 3

SFC CPT Hours: 3

HKMA ECF CPD Hours 3

2025/06/17

Date: 17.06.2025
Time: 2:30pm - 5:30pm
Duration: 3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai

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