Date/Time Course Title Level 22 Jan 2019 (Tue) 9:30am-5:00pm 23 Jan 2019 (Wed) 9:30am-5:00pm. Life Insurance and Insurance Products Intermediate 6

Transcription

1 THE HONG KONG CONFEDERATION OF INSURANCE BROKERS 香港保險顧問聯會 General Circular 105/18 Date: 7 December 2018 Subject: More High Quality FIS Seminars in January 2019 Topics on life insurance delivered by ANZIIF speaker Dear Members Thank you again for your continuous support for the courses organized by CIB under the Financial Incentive Scheme (FIS) for Professional Training Insurance Sector. We are pleased to announce that two courses about life insurance will be scheduled in January and we believe that you will find them relevant and practical. Please do encourage your staff members to enroll for these high-quality training courses. Further details can be referred to the below table: Date/Time Course Title Level 22 Jan 2019 (Tue) 23 Jan 2019 (Wed) IA CPD Hours Life Insurance Underwriting and Claims Intermediate 6 Life Insurance and Insurance Products Intermediate 6 Speaker: Michael L.C. Molesworth Language: English Course Fee: HK$200 Venue: HKUST Business School Central, Room , 15/F Hong Kong Club Building, 3A Chater Road, Central (Exit J3, MTR Central Station) Deadline: 17 January 2019 Please click HERE to enroll and for course details. Don t miss any FIS Seminar no matter you have or have not attended one before. We wish to receive your continuous support and we look forward to your keen participation! Kind Regards Tommy Chan Secretary-General & Registrar The Hong Kong Confederation of Insurance Brokers Encl.

2 JANUARY PROGRAM OUTLINE Life Insurance Underwriting and Claims Date & Time: Lunch Time: 22 January 2019 (Tuesday) 12:30pm 2:00pm Refreshments: Light refreshments will be provided during breaks. Learning Outcomes: Upon conclusion of this course, students will be able to: Improved understanding of risks associated to different classes of life insurance Being able to assess extraordinary life insurance risks Undertake life insurance risk assessment Improved understanding of issues in life insurance claims Being able to manage non-routine and complex life insurance claims Being able to identify and treat life insurance fraud claims Manage life insurance claims with ethical behaviour Settling non-routine and complex life insurance claims Outline: The course content will cover the following topics: Life risk overview Risks to the insurer including assessing specific medical risks Handling non-standard risks Financial underwriting and medical underwriting Reinsurance Issues in death claims and income protection claims Issues in TPD and trauma claims Maturity and surrender payments Claims on group life policies and superannuation business

3 Life Insurance and Insurance Products Date & Time: Lunch Time: 23 January 2019 (Wednesday) 12:30pm 2:00pm Refreshments: Light refreshments will be provided during breaks. Learning Outcomes: Upon conclusion of this course, students will be able to: Improved understanding of different classes and products of life insurance Being able to identify the appropriate products for different customer groups Develop and maintain in-depth knowledge of products and services Process alterations to insurance policies Outline: The course content will cover the following topics: Evolving and term of life insurance TPD and trauma Retirement income products and Permanent life insurance Life insurance in the business context and superannuation funds Managing alterations to life insurance products Presenter: Michael L.C. Molesworth Michael L.C. Molesworth has been Joined the Life Insurance Industry in 1968 and have worked in many areas of the Financial Service Industry in Australia and overseas for over 45 years. Successfully managed Gen Re Life in Australia, New Zealand and South Pacific for over 10 years during some of the most challenging and ever changing times, including increasing governance and regulatory changes, tough competitive markets and a very difficult financial environment. Produced significant premium growth (over 3 fold in 10 years) with the lowest underwriting combined ratio and one of the highest shareholder results in the local Life Reinsurance Market. Developed the most comprehensive underwriting and claims education and training programs for clients in the industry.

4 A Financial Incentive Scheme for Professional Training Insurance sector subsidized by HKSAR Government Course: Date: Code: Time: Venue: Enrolment Form Life Insurance Underwriting and Claims 22 January 2019 (Tue) 2201UC HKUST Business School Central, Room , 15/F Hong Kong Club Building, 3A Chater Road Central Please send your completed Enrolment Form with the cheque payment to: The Hong Kong Confederation of Insurance Brokers, Room 3407, AIA Tower, 183 Electric Road Company Name Contact Person CIB Mem. No. (if applicable) Contact No. Fax No. Please enrol the following persons for this seminar: (as shown on the HKID card) Surname Other Name CIB Reg. No. (if applicable) PAYMENT DETAILS No. of person(s) x $200 Total Fees: HK$ Cheque No.: (Payable to The Hong Kong Confederation of Insurance Brokers ) Declaration: 1. We have read and will observe the Rules Governing CIB Seminars. 2. We understand: i) Enrolment will be accepted on a first-come-first-served basis. ii) Enrolment without payment will not be entertained. iii) Enrolment fee is non-refundable and transferable to another course. iv) Official receipt will be issued only upon request in writing within one month after the seminar. v) HK$100 surcharge per person applied for enrolment or substitution after deadline. vi) Certificate of attendance will only be issued upon clearance of payment. v) CIB administration fee for bounced cheque is HK$ This seminar is subsidised by HKSAR Government under Financial Incentive Scheme for Professional Training Insurance Sector. Participants cannot seek reimbursement of training fees from any public funding scheme. Bad Weather Policy: In the event of cancellation due to bad weather, the seminar will be either re-scheduled or registrations may be transferred to other CIB CPD seminars of same fee level. Notice of re-scheduling will be issued ASAP. No refund will be given. For Office Use Only Cheque No. Verified By Payment Cleared Signature Date FIS CPD form-08.17

5 A Financial Incentive Scheme for Professional Training Insurance sector subsidized by HKSAR Government Course: Date: Code: Time: Venue: Enrolment Form Life Insurance and Insurance Products 23 January 2019 (Wed) 2301IP HKUST Business School Central, Room , 15/F Hong Kong Club Building, 3A Chater Road Central Please send your completed Enrolment Form with the cheque payment to: The Hong Kong Confederation of Insurance Brokers, Room 3407, AIA Tower, 183 Electric Road Company Name Contact Person CIB Mem. No. (if applicable) Contact No. Fax No. Please enrol the following persons for this seminar: (as shown on the HKID card) Surname Other Name CIB Reg. No. (if applicable) PAYMENT DETAILS No. of person(s) x $200 Total Fees: HK$ Cheque No.: (Payable to The Hong Kong Confederation of Insurance Brokers ) Declaration: 1. We have read and will observe the Rules Governing CIB Seminars. 2. We understand: i) Enrolment will be accepted on a first-come-first-served basis. ii) Enrolment without payment will not be entertained. iii) Enrolment fee is non-refundable and transferable to another course. iv) Official receipt will be issued only upon request in writing within one month after the seminar. v) HK$100 surcharge per person applied for enrolment or substitution after deadline. vi) Certificate of attendance will only be issued upon clearance of payment. v) CIB administration fee for bounced cheque is HK$ This seminar is subsidised by HKSAR Government under Financial Incentive Scheme for Professional Training Insurance Sector. Participants cannot seek reimbursement of training fees from any public funding scheme. Bad Weather Policy: In the event of cancellation due to bad weather, the seminar will be either re-scheduled or registrations may be transferred to other CIB CPD seminars of same fee level. Notice of re-scheduling will be issued ASAP. No refund will be given. For Office Use Only Cheque No. Verified By Payment Cleared Signature Date FIS CPD form-08.17

6 Enrolment Rules Governing CIB Seminars 1) CIB Seminars are open for enrolment to all interested persons of Hong Kong. 2) All enrolments should be sent with payment to the CIB Secretariat prior to the specified closing date of each Seminar. 3) Enrolment will be processed on a first-come-first-served basis. Enrolment without payment will not be entertained. 4) Confirmation of enrolment will be sent by fax or to enrolling participant or to the contact person. In case you have not received confirmation 1 day prior to the Activity, the Company contact person should contact the CIB Secretariat for the status. Only those who have their enrolment confirmed will be admitted to the seminar. Substitution or Cancellation 5) Written request from enrolling Participant for substitution of participant prior to the specified closing date of a Seminar will be entertained. 6) Substitution is allowed after the specified closing date of the Seminar but a fee is applicable. 7) Seminar will be cancelled if a No. 8 or higher tropical signal or black storm warning is hoisted within 3 hours before the commencement of activity or during the Seminar. The activity may be re-scheduled or registrations may be transferred to other CIB Seminar of same fee level. No refund will be given. 8) CIB reserves the right to cancel or re-schedule a Seminar with prior notice. Any fee paid for a cancelled or rescheduled Seminar will be refunded to the enrolling Participant. Registration of Attendance 9) All Participants have to prove their identities by showing the Hong Kong Identity Card or passport or driving license at designated registration counter and to sign in for confirming their attendance. No other proof of identity will be accepted. 10) 45 minutes after the commencement of a Seminar, registration counter will be closed and NO registration of attendance for that Seminar will be entertained. The participant may sit in the Seminar but will not be granted any certificate of attendance. 11) All Participants are required to sign in again after the lunch break. Granting of CPD Hours / Statement of Completion 12) When the Seminar is finished, participants should collect the certificate of attendance before leaving. Participants who fail to collect certificates of attendance before leaving will be considered as early retirees. 13) The following participants will not be awarded certificate of attendance with CPD Hours/ Statement of Completion: (a) (b) (c) (d) those failing to register attendance before the registration counter closes; or those, except for the break allowed in the programme, taking any other breaks longer than 10 minutes; or those retiring earlier than the end of the Seminar; or those who leave during the seminar/course and return before the seminar/course is ended. 14) ONE CPD hour will be deducted for any late arrival of over 10 minutes but not more than 30 minutes after the commencement of the Seminar. THREE CPD hours will be deducted for any late arrival for over 30 minutes but not more than 45 minutes after the commencement of the Seminar. Thereafter no CPD hours will be awarded. 15) For those who are late for more than 1 hour after the commencement of the Seminar, entry into the Seminar will be refused, and no certificate of attendance will be awarded. 16) For 2-consecutive days course, you must attend and complete the entire two-day course to earn the CPD Hours and receive a Certificate from CIB. 17) If the certificate of attendance is lost, the participant may apply in writing for a letter of certification at an administration fee of HK$100 payable to CIB. 18) HKCIB will have the final decision and reserves the right to change the rules without prior notice. Any further correspondence will not be entertained FIS CPD form-08.17