(此课程简介只提供英文版)
销售金融产品的监管要求重温及新知 单元四:销售实务及新知(银保)
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