(此課程簡介只提供英文版)
銷售金融產品的監管要求重溫及新知 單元四:銷售實務及新知(銀保)
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