Sales Compliance Reviews and Updates for Financial Products Intermediaries Module 9: Guidance on the Proper Handling of Customers' Personal Data for the Insurance Industry

Course Code:

PBA00014

Start Date:

To Be Advised

Hours:

2.0

Level:

Short Course

Application Form

Email:

peak@vtc.edu.hk

Enquiry:

2836 1922

Objective (This course provides Chinese objective only)

-.重溫私隱專員公署的「妥善處理客戶個人資料：給保險業界的指引
-.提高保險業對處理個人資料的意識;
-.了解保險機構及保險從業員的法律責任
-.認識及依從《個人資料(私隱)條例》

Content (This course provides Chinese contents only)

1.條例相關規定的概覽
-.何謂個人資料？
-.六項保障資料原則
-.條例第 34 條 – 直接促銷
-.保險機構及保險從業員的法律責任

2.實用建議
-.《收集個人資料聲明》
-.收集客戶的醫療資料
-.收集身份證號碼及身份證副本
-.聘用私家偵探調查保險索償
-.收集及使用個人資料作直接促銷
-.直接促銷新指引 - 2013年1月
-.保留客戶的個人資料
-.使用客戶的資料作內部培訓
-.職員及代理查閱、儲存及處理客戶的個人資料
-.處理查閱資料要求

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: 2

MPFA Non-core CPD Hours: 2

SFC CPT Hours: 2

HKMA ECF CPD Hours 2

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Sales Compliance Reviews and Updates for Financial Products Intermediaries Module 9: Guidance on the Proper Handling of Customers' Personal Data for the Insurance Industry