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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 持續專業發展課程
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
持續專業進修(CPD) / 持續培訓(CPT)時數
MPFA: 30 Non-core Credits
課程費用
港幣$3,850.00
班號 開課日期 上課地點 教學語言 網上申請 備註 狀態
798I2(7OCT2022) 2022.10.07 高峰進修學院
主要為英語,輔以粵語
Schedule:
Date: Oct 7, 14, 21, Nov 4, 11, 18, 25, Dec 2, 9, 16
Time: 18:45 – 21:45 (Every Fri)
Venue: 9/F, VTC Tower, 27 Wood Road, Wanchai
Date of Exam: 6 January 2023 (Fri) (Time: 18:45 – 21:45)

(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


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

This course has been included in the list of reimbursable courses under the Continuing Education Fund (CEF). 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 fulfillment of both the minimum attendance requirement of 70% AND 50% or above of the overall mark for each of the 4 modules. This course is recognised under the Qualifications Framework (QF Level 4).

 

 

 

課程報名
請使用指定的報名表格並按照表格內的“報名須知”報讀課程。
申請人於報名時必須出示由香港特別行政區(香港特區)入境事務處所簽發的香港身份證 / 護照 / 旅行證件、或有效的來港就讀簽證。
各個課程之入學條件有別,申請人在報讀時必須依從個別課程之入學條件作出申請。
所有課程名額均以先到先得方法分配,任何未填妥之表格,或學生未有附上學費的報名表,本院將不會處理。

截止報名日期
截止報名日期為每班開課前七個工作天##(截止報名日期或會因應收生情況而有所更改)。

開課通知
成功申請人將於開課前至少三個工作天##接獲本院以閣下指定的聯絡方法通知開課詳情。本院對因郵遞失誤而寄失的開課通知書,概不負責。如在開課前尚未接獲通知,申請人可致電本院查詢(電話:2836 1906)。

學費/收據
如學生所報讀的課程將在報名當日起計7個工作天##內開課,學生必須以現金繳交學費。
除學生之申請不獲接納或所選課程取消 / 改期外,所有已繳學費恕不退還。學費及學額亦不可作任何更改(包括不可轉班)或轉讓他人。
學生需於第一堂簽收收據,若學生於報名截止日後繳費,收據或會稍遲發出。本院會通知未簽收收據之學生領取收據的安排或將收據郵寄予學生。如學生要求以郵寄方式收取收據,本院對郵遞失誤概不負責。學生如要求本院發出收據副本證明,需以書面通知本院課程組,並需繳付港幣100元手續費。收據重發申請須以支票付款,抬頭為「職業訓練局」。查詢請致電2836 1862。

## 工作天(不包括星期六及星期日)
 

Mr. John Tsang (Programme Director)
Tel: 2836 1863
Email: johntsang@vtc.edu.hk


Ms. Yanni Fan (Programme Secretary)
Tel: 2836 1374
Email: fan.ms@vtc.edu.hk


Fax: 2891 5707

 

網上電郵查詢


課程特點圖示
課程特點圖示:
  • 網上報名
  • 持續專業發展課程
  • 再工業化及科技培訓計劃
  • 普通話課程
  • 非華語人士中文課程
  • 最新課程/研討會
  • 持續進修基金課程
  • 職業英語課程
  • 國家普通話水平測試
  • Vplus 工程專才
  • Vplus 創意專才