THE HONG KONG CONFEDERATION OF INSURANCE BROKERS 香港保險顧問聯會 General Circular 53/18 Date: 11 July 2018 Subject: Reminder - FIS CPD Seminars are back! New courses offered in July 2018 Dear Members Thank you for your support in the last two runs of CPD courses organized by CIB under the Financial Incentive Scheme (FIS) for Professional Training Insurance Sector. We are delighted to share with you that CIB is awarded again by the HKSAR Government for the third time in a row. Similar to the previous runs, top-notch speakers from overseas will be carefully selected from our partnering organizers to deliver the courses. Apart from the Australian and New Zealand Institute of Insurance and Finance (ANZIIF), we will also have the Chartered Insurance Institute (CII) to be our partner this time. More than that, there will be a great variety of various topics that you will find them relevant and practical. Please find below details for the courses scheduled in July 2018. Course Title Date & Time Speaker Enrolment Status Integrated Risk Management Approach (Advanced Level) 23 July 2018 (Mon) 9:30am 5pm Mark Humphreys Limited seats Liability Insurance and Claims Management 24 July 2018 (Tue) Eoin Lawless FULL (Intermediate Level) 9:30am 5pm Crime Insurance (Intermediate Level) 25 July 2018 (Wed) 2pm 5pm Eoin Lawless Limited seats Please click HERE to enroll and for course details. Enrolment deadline is 17 July 2018. Again, with the substantial subsidy from the HKSAR Government, the courses are priced at a nominal rate of HK$100 and HK$200 for a half-day and a full-day course respectively. Please do encourage your staff members to enroll for these high-quality training courses. We wish to receiving your continuous support as in the previous runs of FIS and we look forward to your keen participation! Kind Regards Tommy Chan Secretary-General & Registrar The Hong Kong Confederation of Insurance Brokers Encl.
PROGRAM OUTLINE Integrated Risk Management Approach Date & Time: Lunch Time: 23 July 2018 (Monday) 9:30am-5:00pm 12:30pm 2:00pm Refreshments: Light refreshments will be provided during breaks. Learning Outcomes: Upon conclusion of this course, students will be able to: Understand practical systematic risk management processes at the operational level Know how to design and implement an operational risk management framework and process for an organization Integrate the practice of managing operational risks with government requirements, and the responsibility and accountability for the cost of operational risk Develop an effective organizational framework for the management of risk Establish risk management policies within an organization Design and applying risk management policies and strategic frameworks within an organization Design and implementing business contingency strategies Understand the disadvantages of a silo-based approach to risk management Understand the procedure and process of good corporate governance Understand the importance of a risk reporting framework Gain the knowledge to perform effective and efficient stakeholder management Outline: The course content will cover the following topics: Operational management of risks Operational risk context Identifying operational risks Analysing and treating operational risks Evaluating operational risks Implementing operational risk control and management Case studies Non-integrated risk management vs integrated risk management Management theory and function Strategic management The management process Decision-making Organisational structure and communication Management reporting Stakeholder management
Presenter: MARK HUMPHREYS - MSc, CPRM, CIP, CBCI, CMIOSH, GAICD Mark has over 20 years of experience encompassing logic mapping, strategic, operational and project risk management, liability and insurance with blue chip companies in the UK and across the Australian private and public sectors. Mark has been a Board Director and, from January 2013, a Partner in Riskwest, a specialist management consulting firm providing risk-based advisory and facilitation services to a broad range of corporate, government and community service organisations. Prior to that, he spent four years with RiskCover, a division of the Insurance Commission of Western Australia (WA), as a Risk Management & Business Continuity Management consultant. Mark regularly lectures on the ongoing Riskwest training calendar, on client in-house courses and at The Governance Institute on their Risk Management public courses and Masterclasses, including the Business Continuity & Reputation Risk course.
Crime Insurance Date & Time: 25 July 2018 (Wednesday) 2:00pm-5:00pm Refreshments: Light refreshments will be provided during breaks. Learning Outcomes: Upon conclusion of this course, students will be able to: Understand the causes and effects of theft, money and fidelity insurance Outline the purpose of theft, money and fidelity loss covers Understand the risk considerations and the normal exclusions and extensions which are present in most theft, money and fidelity policies Understand the typical claim triggers for theft, money and fidelity claims Perform investigations on theft, money and fidelity insurance claims Outline: The course content will cover the following topics: An overview of theft, money and fidelity loss in insurance Crime insurance claims Collusion risk Manipulation of systems Theft, money and fidelity claims Investigation and verification Loss control and mitigation Presenter: Eoin Lawless - Barrister, Loss Adjuster, Dispute Resolution Practitioner Eoin has over 30 years experience in insurance, within Insurance companies, loss adjusting and law firms. He currently practices as a barrister specialising in insurance, maritime law and litigation. He also contracts to Gallagher Bassett NZ Ltd as a Loss Adjuster advising on liability, cyber and complex commercial insurance claims; and as a Dispute Resolution Practitioner to Fairway Resolution Limited, a specialist alternative dispute resolution provider. As a lawyer, Eoin has acted for architects, engineers, lawyers, accountants, valuers and surveyors. As a claims professional, he has also handled numerous claims for real estate agents, travel agents insurance brokers and other professions. As well as Professional Indemnity and Director s and Officers Liability, Eoin s experience spans Cyber Liability, General Liability, Marine, Construction and Commercial Property. Eoin holds an LLB and LLM(Hons) from the University of Auckland, a Post Graduate Diploma in Business and Administration, a BA and a Diploma in Business Studies endorsed in Insurance Management. He has the Advanced Diploma of the Chartered Institute of Loss Adjusters. He is a Fellow of ANZIIF and an Associate of the Arbitrators and Mediators Institute of NZ.
A Financial Incentive Scheme for Professional Training Insurance sector subsidized by HKSAR Government Course: Date: Code: Time: Venue: Enrolment Form Integrated Risk Management Approach 23 July 2018 (Monday) 2307IRMA 9:30am-5:00pm HKUST Business School Central, Room 1501-2, 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$200. 3. 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
A Financial Incentive Scheme for Professional Training Insurance sector subsidized by HKSAR Government Course: Date: Code: Time: Venue: Enrolment Form Crime Insurance (0.5 day class) 25 July 2018 (Wednesday) 2507CI 2:00pm-5:00pm HKUST Business School Central, Room 1501-2, 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 $100 Total Fees: HK$ 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$200. 3. 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
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 email 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