Compliance Training Courses for Insurance Agents (eCPD) Module 7: Understanding Investment-linked Assurance Schemes and Relevant Regulations (Chinese version) - eCPD course

Programme Information

The objective of this course is to enable learners to understand the features of Investment-Linked Assurance Schemes (ILAS) and the compliance requirements of regulatory authorities on ILAS products.  Knowing more about the relevant regulatory requirements, learners can better protect customers' interests during the sale process, as well as establish a more professional and reliable image in customers’mind.
 

• Part One: Understanding Investment-Linked Assurance Scheme (ILAS) and the related regulatory measures
• Part Two: Compliance requirements of regulatory authorities on the design of ILAS products, the features of Protection Linked Plan and relevant requirements on information disclosure
• Part Three: Understand the “Guideline on Sale of Investment-Linked Assurance Scheme Products”, the sale process and regulatory requirements for ILAS products, and the Investor Protection Measures of the HKMA

*This course is only for online registration

*For new students to activate the eCPD training account, they have to register on this website and complete the identity verification. They can apply for online courses after the account is confirmed.

*Students will receive a confirmation email within 5 working days after successful enrolment (exclusive of Saturdays, Sundays & Public Holidays).

*Students should complete the eCPD programme before the course expiry date specified on the confirmation email. (i.e. generally within 3 months)

* Student must complete all parts of the course and pass relevant assessment(s) in order to obtain the e-Certificate of attainment issued by the Institute of Professional Education And Knowledge (PEAK) and earn specific CPD hours of the course.

*For E-learning CPD activities: Individual licensees can only earn CPD hours by taking the E-learning CPD activity once during the same Assessment Period. If an individual licensee repeats the same E-learning CPD activity in the same Assessment Period, the repeat one will not be counted.