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PDI - Legal Aspect of Life Insurance (此課程內容只提供英文版本)

高峰進修學院
高峰進修學院
最新課程/研討會 持續進修基金課程
課程編號
798I2
課程範疇
保險
課程程度
單元證書
開辦院校
高峰進修學院
上課時數
30
有關課程開課日期資料,請聯絡2836 1922 | 高峰進修學院

(此課程內容只提供英文版本)

Learning Outcomes

On completion of the module, students are expected to be able to:

  • comment on the appropriateness of the life insurance practices and policies in compliance with relevant legal regulations;

  • make recommendations with justification for life insurance agreement and contract affirmation or rebuttal; and

  • apply concepts and principles of relevant law in justifying and resolving life insurance contractual and claims disputes.

Learning Contents

  1. Legal environment

  • Anti-money laundering and privacy

  • Related aspects and developments

  1. Law of contracts and concept of agency

  • Basic principles of contract law

  • Related laws and regulations of selling of investment and life insurance products

  • Law and regulation of agency including various duties of financial institutions and intermediaries

  • Waiver and estoppel

  1. Formation and structure of a life insurance policy

  • Policy provisions, benefits and limitations

  • Property rights in a life Insurance Policy

  • Beneficiary designations and changes

  • Settlement options, trusts and wills

  • Premiums and dividends

  • Non-forfeiture provisions and policy loans

  • Assignments and other transfers including commercial transactions and bankruptcy

  • Lapse and reinstatement

  • Remedies, policy contests and contract performance

  • Regulation of product disclosure and illustration

  1. Group insurance, health insurance and annuity contracts

  • Products and features including retirement products provided by HK Mortgagee Corporation Ltd

 

 


入學條件

年滿二十三歲或以上及具三年相關工作經驗。如有需要,申請人須通過面試及 / 或能力傾向測試; 或
同等學歷
香港中學會考五科成績達E級 / 第二級或以上,包括英國語文及中國語文,及具三年或以上相關全職工作經驗
香港中學文憑試五科成績達第二級或以上,包括英國語文及中國語文,及具兩年或以上相關全職工作經驗

持續進修基金課程編號

33Z139360

持續進修基金課程名稱

Legal Aspect of Life Insurance (Module from Professional Diploma in Insurance)


備註

Entry Requirements:

  • Five HKDSE subjects at Level 2 or above, including English Language and Chinese Language with 2 or more years’ relevant full-time work experience; OR

  • Five HKCEE subjects at Grade E / Level 2 or above, including English Language** and Chinese Language with 3 or more years’ relevant full-time work experience; OR

  • Equivalent

  • Mature applicants, i.e. those aged 23 or above, with 2 or more years of relevant full-time work experience may also be accepted subject to a satisfactory admission interview.

            ** HKCEE English Language taken in 2006 or before should be at Grade E orabove (Syllabus B) / Grade C or above (Syllabus A)

 

Continuing Education Fund

The modules of “Professional Diploma in Insurance” (PDI) have been included in the list of reimbursable courses for Continuing Education Fund (CEF) purposes (https://www.wfsfaa.gov.hk/cef). The mother course “Professional Diploma in Insurance” of the modules is recognised under the Qualifications Framework (QF Level 4).

For the modules commenced on or before 31 March 2022 (the 1st module should be commenced on or before the date), CEF claimants would be eligible for fee reimbursement upon their successful completion of any 4 modules selected from PDI (CEF Course Code: 33F11053A), with the fulfilment of both the minimum attendance requirement of 70% AND 50% or above of the overall mark for each of the 4 modules.

For the modules commenced on or after 16 August 2022, CEF claimants would be eligible for fee reimbursement upon their successful completion of any one  module selected from PDI with the following CEF course codes, with the fulfilment of both the minimum attendance requirement of 70% AND 50% or above of the overall mark for each module.

CEF course code

(for the modules commenced after 16 August 2022)

CEF Course Title in English

(for the modules commenced after 16 August 2022)

 

33Z139360

Legal Aspect of Life Insurance  (Module from Professional Diploma in Insurance)

 

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## 工作天(不包括星期六及星期日)
 

Mr. Simon Yip (Programme Director)
Tel: 2919 1402
Email: simonyip@vtc.edu.hk
  
Mr. Alfred Chu (Programme Secretary)
Tel: 2919 1545
Email: chuxiayou@vtc.edu.hk

Fax: 2891 5707

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