with compliments - hong kong chamber of insurance ... · hong kong chamber of insurance...

19
30 16 1604A Unit 1604A, 16/F., Tower 1, Silvercord, 30 Canton Road, Tsimshatsui, Kowloon, Hong Kong. Tel: (852) 3152 2304 Fax: (852) 2311 3373 With Compliments Excel Insurance Services Company Limited

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Page 1: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

30 16 1604AUnit 1604A, 16/F., Tower 1, Silvercord, 30 Canton Road,Tsimshatsui, Kowloon, Hong Kong.Tel: (852) 3152 2304Fax: (852) 2311 3373

With Compliments

Excel Insurance Services Company Limited

Page 2: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

PAUL C.K. TANG & CHIU Solicitors & Notaries

鄧賜強、趙貫之律師事務所

With Compliments

25th Floor, Pearl Oriental House, 60 Stanley Street, Central, Hong Kong.香港中環士丹利街 60 號明珠行 25 字樓Tel: (852) 2111 8008 Fax: (852) 2111 9991

Email: [email protected]

PAUL C.K. TANG 鄧賜強Partner

CHIU KOON G 趙貫之Partner

Page 3: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

皇家太陽聯合保險擁有逾300年歷史,現為全球領先的跨國保險集團之一。集團 紮根英國倫敦,業務分佈成熟及新興市場,主要營運機構設於英國、愛爾蘭、 北歐、中歐及東歐、加拿大、亞洲、中東及拉丁美洲,承保業務超過140個城市。

集團在倫敦證券交易所上市,獲標普信貸評級為A,主要從事一般保險業務,全球僱員數目約23,000人。

作為皇家太陽聯合保險的分行,我們服務香港已超過35年,為客戶提供一系列保險產品和服務,迎合商業及個人客戶的需要。

我們的營業宗旨是貫徹承諾,竭誠為客戶提供方便、可靠、合適的保險方案。

www.rsagroup.com.hk電話: (852) 2968-3000 傳真: (852) 2968-5111

卓聯保險代理有限公司

R. & Associated Insurance Agents, Ltd.

Room 182, 5/F., Hong Kong Construction Association Building,

No, 180-182 Hennessy Road, Wanchai, Hong Kong.

Tel : 2838 8938 Fax : 2834 7055 , 2572 7188

E-mail: [email protected]

Page 4: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

I N D E P E N D E N T L L O Y D ’ S B R O K E R S I N C E 1 9 7 0 英 國 勞 合 社 成 員 ( 1 9 7 0 年 成 立 )

• M A R I N E I N S U R A N C E 海上保險 • E V E N T C A N C E L L A T I O N I N S U R A N C E 項目取消保險 • P R I Z E I N D E M N I T Y I N S U R A N C E 抽獎保險 • F I L M P R O D U C T I O N I N S U R A N C E 電影製作保險

S E A S C O P E I N S U R A N C E S E R V I C E S ( H O N G K O N G ) L I M I T E D S E A S C O P E R I S K S E R V I C E S ( H O N G K O N G ) L I M I T E D 2 2 0 1 W O R L D T R A D E C E N T R E , 2 8 0 G L O U C E S T E R R O A D , C A U S E W A Y B A Y , H . K .

T E L E P H O N E : + 8 5 2 2 8 9 0 6 3 8 8

F A X : + 8 5 2 2 8 9 0 1 6 1 6

W E B S I T E : W W W . S E A I N S . C O M . H K

Seascope

Page 5: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

Tel. 電話 Fax. 傳真 Correspondence Address 地址 Website 網址

Hong Kong 香港Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. www.hkcii.org 香港保險中介人商會 Email: [email protected] Chinese Insurance Association of Hong Kong Ltd. 2815 7700 2541 0615 Unit A, 19/F, Unionway Commercial Centre, 283 Queen’s Road Central, Hong Kong. 香港華商保險公會有限公司 Email: [email protected] Underwriters Club (CUC) G.P.O. Box 523, Hong Kong. www.cuchk.com.hk 保險從業華員會LOMA Society of Hong Kong (LOMA) 6017 2233 Email: [email protected] www.loma.com.hk 香港壽險管理學會General Agents and Managers Association of HK Ltd. (GAMA) 2893 9699 2832 9822 Suites 1705-6, 17/F, Two Chinachem Exchange Square, 338 King’s Road, www.gama.com.hk 香港人壽保險經理協會 North Point, Hong Kong. Email: [email protected] Kong Confederation of Insurance Brokers (CIB) 2882 9943 2890 2137 Room 3407, AIA Tower, 183 Electric Road, Fortress Hill, Hong Kong. www.hkcib.org 香港保險顧問聯會 Email: [email protected] Kong Federation of Insurers - 2520 1868 2520 1967 29/F, Sunshine Plaza, 353 Lockhart Road, Wanchai, Hong Kong. www.hkfi.org.hk Insurance Agents Registration Board (HKFI) Email: [email protected] 香港保險業聯會−代理登記委員會Hong Kong General Insurance Agents Association Ltd. (GIAA) 8108 1909 8103 1909 Unit 602, 6/F., New City Centre, No. 2 Lei Yue Mun Road, Kwun Tong, Kowloon. www.hkgiaa.org.hk 香港一般保險代理協會 Email: [email protected] Kong Society of Certified Insurance Practitioners (HKCIP) www.hkcip.org.hk 香港保險師公會Independent Financial Advisers Association Limited (IFAA) 3115 7616 3115 7630 Suite 1201, General Commercial Building, 156-164 Des Voeux Road, Central, Hong Kong. www.ifaa.com.hk 獨立理財顧問協會有限公司 Email: [email protected] Claims Complaints Bureau (ICCB) 2520 1868 2520 1967 29/F, Sunshine Plaza, 353 Lockhart Road, Wanchai, Hong Kong. www.iccb.org.hk 保險索償投訴局 Email: [email protected] Institute of Hong Kong (IIHK) 2520 0098 2295 3939 Room 1705, Beverly House, 93-107 Lockhart Road, Wanchai, Hong Kong. www.iihk.org.hk 香港保險學會 Email: [email protected] Underwriters Association of Hong Kong (LUA) 2570 2256 2570 1525 Unit A-D, 23/F., Seabright Plaza, 9-23 Shell Street, North Point, Hong Kong. www.luahk.org 香港人壽保險從業員協會 Email: [email protected] Provident Fund Schemes Authority (MPFA) 2918 0102 2259 8806 Level 36, Tower 1, Metroplaza, 223 Hing Fong Road, Kwai Fong, New Territories. www.mpfa.org.hk 強制性公積金計劃管理局 Email: [email protected] Insurers’ Bureau of Hong Kong (MIBHK) 2866 9681 2866 9536 Room 902, Bank of East Asia Harbour View Centre, www.mibhk.com.hk 香港汽車保險局 56 Gloucester Road, Wanchai, Hong Kong. Email: [email protected] of the Commissioner of Insurance (OCI) 2867 2565 2869 0252 21st Floor, Queensway Government Offices, 66 Queensway, Hong Kong. www.oci.gov.hk 保險業監理處 Email: [email protected] Insurance Brokers Association (PIBA) 2869 8515 2770 2372 Room 2507-08, 25/F, China Insurance Group Building, www.piba.org.hk 香港專業保險經紀協會 141 Des Voeux Road Central, Hong Kong. Email: [email protected]

Macau 澳門Federation of Macau Professional Insurance Intermediaries (853) 2870 3268 (853) 2870 3266 “G” 6 Andar, Macau Finance Centre, No. 244-246 Rua de Pequim, Macau.Macau Insurers’ Association (853) 2851 1923 (853) 2833 7531 15/F, Edificio “Financas”, No.575, Avenida da Praia Grande, Macau. www.mia-macau.com Email: [email protected] Insurance Agents and Brokers Association (853) 2833 1661 (853) 2857 0848 Ave da Praia Grande, No. 309, Nam Yuet Commercial Centre, 8th Floor,“B”, Macau. www.amsm.org.mo Email: [email protected] Association of Macau Financial Employees (853) 2856 7541 (853) 2856 7541 Rua de Silva Mender No. 5, Edf. Hang Fat GF(C), Macau.

China 中國深圳市保險中介行業協會(SIIA) 深圳市福田區紅荔西路第壹世界廣場A座24樓 www.siia.com.cn

業界商會 / 有關機構

TRADE ASSOCIATIONS / RELATED INSTITUTIONS

68 2013年刊與2014展望YEARBOOK 2013 & PROSPECT 2014

Page 6: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

Tel. 電話 Fax. 傳真 Correspondence Address 地址 Website 網址

Hong Kong 香港Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. www.hkcii.org 香港保險中介人商會 Email: [email protected] Chinese Insurance Association of Hong Kong Ltd. 2815 7700 2541 0615 Unit A, 19/F, Unionway Commercial Centre, 283 Queen’s Road Central, Hong Kong. 香港華商保險公會有限公司 Email: [email protected] Underwriters Club (CUC) G.P.O. Box 523, Hong Kong. www.cuchk.com.hk 保險從業華員會LOMA Society of Hong Kong (LOMA) 6017 2233 Email: [email protected] www.loma.com.hk 香港壽險管理學會General Agents and Managers Association of HK Ltd. (GAMA) 2893 9699 2832 9822 Suites 1705-6, 17/F, Two Chinachem Exchange Square, 338 King’s Road, www.gama.com.hk 香港人壽保險經理協會 North Point, Hong Kong. Email: [email protected] Kong Confederation of Insurance Brokers (CIB) 2882 9943 2890 2137 Room 3407, AIA Tower, 183 Electric Road, Fortress Hill, Hong Kong. www.hkcib.org 香港保險顧問聯會 Email: [email protected] Kong Federation of Insurers - 2520 1868 2520 1967 29/F, Sunshine Plaza, 353 Lockhart Road, Wanchai, Hong Kong. www.hkfi.org.hk Insurance Agents Registration Board (HKFI) Email: [email protected] 香港保險業聯會−代理登記委員會Hong Kong General Insurance Agents Association Ltd. (GIAA) 8108 1909 8103 1909 Unit 602, 6/F., New City Centre, No. 2 Lei Yue Mun Road, Kwun Tong, Kowloon. www.hkgiaa.org.hk 香港一般保險代理協會 Email: [email protected] Kong Society of Certified Insurance Practitioners (HKCIP) www.hkcip.org.hk 香港保險師公會Independent Financial Advisers Association Limited (IFAA) 3115 7616 3115 7630 Suite 1201, General Commercial Building, 156-164 Des Voeux Road, Central, Hong Kong. www.ifaa.com.hk 獨立理財顧問協會有限公司 Email: [email protected] Claims Complaints Bureau (ICCB) 2520 1868 2520 1967 29/F, Sunshine Plaza, 353 Lockhart Road, Wanchai, Hong Kong. www.iccb.org.hk 保險索償投訴局 Email: [email protected] Institute of Hong Kong (IIHK) 2520 0098 2295 3939 Room 1705, Beverly House, 93-107 Lockhart Road, Wanchai, Hong Kong. www.iihk.org.hk 香港保險學會 Email: [email protected] Underwriters Association of Hong Kong (LUA) 2570 2256 2570 1525 Unit A-D, 23/F., Seabright Plaza, 9-23 Shell Street, North Point, Hong Kong. www.luahk.org 香港人壽保險從業員協會 Email: [email protected] Provident Fund Schemes Authority (MPFA) 2918 0102 2259 8806 Level 36, Tower 1, Metroplaza, 223 Hing Fong Road, Kwai Fong, New Territories. www.mpfa.org.hk 強制性公積金計劃管理局 Email: [email protected] Insurers’ Bureau of Hong Kong (MIBHK) 2866 9681 2866 9536 Room 902, Bank of East Asia Harbour View Centre, www.mibhk.com.hk 香港汽車保險局 56 Gloucester Road, Wanchai, Hong Kong. Email: [email protected] of the Commissioner of Insurance (OCI) 2867 2565 2869 0252 21st Floor, Queensway Government Offices, 66 Queensway, Hong Kong. www.oci.gov.hk 保險業監理處 Email: [email protected] Insurance Brokers Association (PIBA) 2869 8515 2770 2372 Room 2507-08, 25/F, China Insurance Group Building, www.piba.org.hk 香港專業保險經紀協會 141 Des Voeux Road Central, Hong Kong. Email: [email protected]

Macau 澳門Federation of Macau Professional Insurance Intermediaries (853) 2870 3268 (853) 2870 3266 “G” 6 Andar, Macau Finance Centre, No. 244-246 Rua de Pequim, Macau.Macau Insurers’ Association (853) 2851 1923 (853) 2833 7531 15/F, Edificio “Financas”, No.575, Avenida da Praia Grande, Macau. www.mia-macau.com Email: [email protected] Insurance Agents and Brokers Association (853) 2833 1661 (853) 2857 0848 Ave da Praia Grande, No. 309, Nam Yuet Commercial Centre, 8th Floor,“B”, Macau. www.amsm.org.mo Email: [email protected] Association of Macau Financial Employees (853) 2856 7541 (853) 2856 7541 Rua de Silva Mender No. 5, Edf. Hang Fat GF(C), Macau.

China 中國深圳市保險中介行業協會(SIIA) 深圳市福田區紅荔西路第壹世界廣場A座24樓 www.siia.com.cn

69

Page 7: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

常見保險、投資或精算專業資格/課程LIST OF INSURANCE, INVESTMENT, OR ACTUARIAL QUALIFICATIONS / EXAMINATIONS

專業機構 Professional Bodies 專業名銜 Professional Designation 網址 Website

Chartered Insurance Institute 英國特許保險學院

Associate 院士 ACII http://www.cii.co.uk

Fellow 資深院士 FCII

Australian and New Zealand Institute of Insurance and Finance澳大利亞及新西蘭保險與金融學會

Senior Associate資深準會員

ANZIIF(Snr Assoc)

https://www.theinstitute.com.au

Fellow 高級會員 ANZIIF (Fellow)

Life Office Management Association美國壽險管理學會

Fellow 會士 FLMI http://www.loma.org/http://www.loma.com.hk

The American College of Finance Services美國學院

Chartered Life Underwriter 特許壽險承保人

CLU http://www.theamericancollege.edu

Chartered Financial Consultant美國特許財務顧問

ChFC http://www.theamericancollege.edu

Financial Planning Standards Board Ltd. 國際金融理財標準委員會

Certified Financial Planner認可財務策劃師

CFP https://www.fpsb.org

The Institutes美國特許財產保險學會

Chartered Property Casualty Underwriter會士

CPCU http://www.theinstitutes.org

CFA InstituteCFA協會

The Chartered Financial Analyst特許金融分析師

CFA http://www.cfainstitute.org/http://www.hksfa.org/

Certificate in Investment Performance Measurement投資表現衡量證書

CIPM

Institute of Actuaries of England 英國精算師學會

Fellow會員

FIA http://www.actuaries.org.uk

Faculty of Actuaries in Scotland 蘇格蘭精算師學會

Fellow會員

FFA http://www.actuaries.org.uk

Institute of Actuaries of Australia澳洲精算師學會

Fellow會員

FIAA http://www.actuaries.asn.au

Society of Actuaries of the United States of America美國精算師公會

Fellow 會員

FSA http://www.soa.org

Life Underwriters Association of Hong Kong香港人壽保險從業員協會

Fellow Chartered Financial Practitioner特許財務策劃師

FChFP http://www.luahk.org

Hong Kong Society of Certified Insurance Practitioners香港保險師公會

Hong Kong Insurance Professional Qualification Examination香港保險師專業試

HKIPQE http://www.hkcip.org.hk

Life Underwriter Training Council美國壽險訓練學院

Fellow院士

LUTCF http://www.naifa.org

Vocational Training Council職業訓練局

Professional Diploma in Insurance Programme專業文憑課程 -保險學

PDI http://www.vtc.edu.hk

Insurance Institute of Hong Kong香港保險學會

Hong Kong Diploma in Insurance Studies 保險學 - 香港文憑

http://www.iihk.org.hk

Hong Kong Securities and Investment Institute 香港證券及投資學會

Foundation Programme Examination 基本課程考試

FPE http://www.hksi.org

Diploma Programme Examination 文憑課程考試

DPE

HKSI Practising Certificate 從業員資格證書

HKSI Specialist Certificate 高級從業員資格證書

HKSI Professional Diploma in Financial Markets 金融市場專業文憑

70 2013年刊與2014展望YEARBOOK 2013 & PROSPECT 2014

Page 8: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

代理各類保險各類汽車險,勞工險,水火險,貨運險,

工程險,責任險,旅遊險,家居險,僱傭保險等等

(受保範圍可包括中國內地)

金 輝 保 險 代 理 公 司KAM FAI INSURANCE CONSULTANTS CO.

九龍旺角亞皆老街113號10樓1010室Unit 1010, 10/F., 113 Argyle Street,Mongkok, Kowloon, Hong Kong.Tel: 2866 7671 Fax: 2865 1618Email: [email protected]

Page 9: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

Lee & Wu, Solicitors李 胡 律 師 行

Unit A, 20th Floor, Winsan Tower, 98 Thomson Road,

Wanchai, Hong Kong

香港灣仔譚臣道98號運盛大廈20字樓A室

Tel: 852-23888520 Fax: 852-23888010

E-mail: [email protected]

JOHN K.H. LEE李 劍 雄

BBA/ LLB / LLM (Hons)香港中文大學校董

MONTAIR J. XU徐 晶

B. Eng, Engineer PRC, LLM (Hons)中國人民大學法學院香港事務總幹事

Solicitor (Sole-Proprietor)律師

Civil Celebrant of Marriages 婚姻監禮人

Mediator (HKMAAL & HKMC)認可調解員

Senior Director高級主任

Senior Legal Assistant 法律助理

Mediator (HKMAAL & HKMC)認可調解員

敬 賀

B & J Co.日昇保險代理公司

Acelab Technology Limited

Page 10: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

Hanshun Insurance Consultants (H.K.) Ltd.恒信保險顧問(香港)有限公司

China Taiping Insurance (HK) Company Limited

Page 11: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

美 輝 保 險 顧 問 有 限 公 司MINKFAIR INSURANCE BROKERS LTD.

曼 徹 斯 特 保 險 顧 問 有 限 公 司MANCHESTER INSURANCE CONSULTANTS LTD.

Surety's Guarantee Department

寶欣保險代理公司Ricta Wong & Company

臻誠保險經紀有限公司JM INSURANCE BROKERS LTD.

MASS INSURANCEMass Insurance Services Limited

世運(汽車)集團OLYMPIC (MOTOR) GROUP

Page 12: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

SOMPO JAPANHONG KONG

WELLSMART INSURANCE MANAGING LTD俊銘保險事務有限公司

Sompo Japan Nipponkoa Insurance (Hong Kong) Co., Ltd.

蘇壽山保險服務有限公司Simon So Insurance Service Limited

Page 13: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

歡迎以下新會員加入HKCII,有您的參與絕對能幫助本會的會務發展,

個個都重要,一個都不能少。公司會員 Full Member (FM)• 持有效商業登記在香港經營保險中介業務的公司或機構

An organization who carries on business in Hong Kong as an insurance intermediaries under a valid business registration

• 只有「公司會員」之「公司代表」方可作為商會的理事 Only the Nominee of the Full Member shall be a committee member of the Executive Committee of HKCII

New Dorbo Insurance Agency LimitedNominee: Mr. Johnny Ho

Cinergy Insurance Services LimitedNominee: Mr. Andrew Yang

Superior Insurance Agency CoNominee: Mr. Johnson Lee

Red Stone Global Investment LimitedNominee: Mr. Leo Lam

Asia Wealth Management Centre LimitedNominee: Mr. Jones Cheng

Seascope Risk Services (Hong Kong) LimitedNominee: Mr. Tony Lee Chun Ming

Trust Link Insurance AgencyNominee: Mr. Keny Tse Sai Ching

個人聯繫會員 Individual Associate Member(IAM)• 業務是和保險業相關的個人

A person whose business activities are closely related to the insurance industry

Mr. LO Chak KeiMr. CHENG Kin SingMs. SIU Man PingMrs. Gloria LEEMr. Ben CHANMr. HO Siu SangMr. James GUAN

個人會員 Individual Member (IM)• 在香港從事保險中介業務的個人

An insurance intermediary who carries on business in Hong Kong

Mr. Edward LAM Kwai FatMr. Andy WONG Chi ManMr. Raymond IP Siu WaiMs. Carol CHAU Mei WahMs. Cindy LEUNG Fung KuenMr. Johnson WONG Man ToMr. Dickie CHEUNG Yuk ChorMr. James WONG Bo WaiMr. Jacky HON PingMr. Glenn Malcolm TurnerMr. WONG Hoi PangMr. Eric WONG Sung LiMr. Derick CHOI Ming YuiMr. MA Chun KeiMr. Zea H.K. CHANMs. Yandy S.F. LUKMr. SUNG Hing YinMr. Kenny WU Kin WingMr. FUNG Fai Ming

新會員專區

New MeMbers’ CorNer

76 2013年刊與2014展望YEARBOOK 2013 & PROSPECT 2014

Page 14: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

會員申請表(公司)Membership Application Form (Corporation)

Tel: 8108 1238 Fax: 8108 1282 Email: [email protected] www.hkcii.org

會員類別 Type Of Membership

公司會員 (FM)Full Member

(1) 持有效商業登記在香港經營保險中介業務的公司或機構 an organization who carries on business in Hong Kong as an insurance intermediary under a valid business registration.

(2) 只有「公司會員」之「公司代表」方可作為商會的理事 Only the Nominee of the Full Member shall be a committee member of the Executive Committee of HKCII.

公司資料 Company Information(請提供名片 Please provide name card)公司名稱:

(中文)

Co. Name:(English)

地址 Address:(中或英CN/EN)

公司電話:Co. Tel.

傳真:Fax

電郵:Email

公司性質: ( )

代理公司 ( )

經紀公司 ( )

其他Co. Nature Co. Agent Broker Firm Others

職員及業務代表總人數(以本申請表日期計):No. of Employee & TR(as at date of this application)

成立年份:Established Since

商業登記號碼(請提供副本):B/R Number (Pls provide copy)

公司會員之代表 Nominee of Full Member中文姓名:

(先生/女士)Name:(Mr./Ms.)

職位:Position

任職保險年份:Experience in Ins. since

電郵:Email

聯絡電話(1):Contact No.

聯絡電話(2):Contact No.

傳真:Fax

學歷 / 保險專銜:Academic / Insurance Qualification

介紹入會者姓名(如有):Introducer (If any)

其它媒介(請指出):Other media (pls specify)

通訊名單(只適用於公司會員) Circular List (Applicable to Full Member only)請將會員通訊直接發到以下職員及業務代表(如位置不夠請用附頁)Pls circulate directly to our staff & TR (Use separate sheet if not enough space)

姓名Name(中英文 CN & EN) 電話Tel. 電郵Email

(1)

(2)

(3)

(4)

聲明 Declaration

本公司/機構明白此申請書須通過香港保險中介人商會理事會批核方為有效。本公司同意時刻遵守商會制定之規章,以及同意本頁資料可由商會作內部推廣用途。We understand that the acceptance of this application is subject to the final approval of the Executive Committee of the HKCII. We agree to comply with the regulations as set by the Chamber from time to time. We also agree that the above data can be used for HKCII internal distribution. (1) 入會費Entrance Fee : HK$ 100 (2) 公司人數Co. Member 年費Annual Fee 1 - 5 HK$ 600 6-25 HK$ 900 26 + HK$ 1,200

支票抬頭:香港保險中介人商會 Payable : HK Chamber of Insurance Intermediaries 公司代表/聯絡人 簽署及蓋章郵寄地址:香港郵政總局信箱6542號 Postal Address: GPO Box 6542, Hong Kong Chop & Signature of Nominee/Contact Person

商會專用 HKCII use onlyBank: Cheque No: Amount: HK$100 + HK$ = HK$

Approval Date: Handled By: Remarks:

March 2014

Page 15: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

會員申請表(個人)Membership Application Form (Individual)

Tel: 8108 1238 Fax: 8108 1282 Email: [email protected] www.hkcii.org

會員類別 Type Of Membership

( ) 個人會員 (IM) Individual Member

在香港從事保險中介業務的個人an insurance intermediary who carries on business in Hong Kong.

( ) 個人聯繫會員 (IAM) Individual Associate Member

業務是和保險業相關的個人a person whose business activities are closely related to the insurance industry.

個人資料 Personal Information(請提供名片 Please provide name card)

中文姓名(先生/女士): Name (Mr./Ms.):

任職公司名稱:

Company Name:

公司性質 : ( )

保險公司 ( )

代理公司 ( )

經紀公司 ( )

其他Co. Nature Insurer Co. Agent Broker Firm Others

職位:Position

電郵:Email

年齡: ○ 20-35歲 ○ 36-55歲 ○ 56歲或以上Age ○ 20-35 years ○ 36-55 years ○ 56 years & above

身份證號碼:HKID No

聯絡電話:Contact No.

流動電話:Mobile No.

任職保險年份:Experience in Ins. Since

地址:Address

學歷 / 保險專銜:Academic / Insurance Qualification

介紹入會者姓名(如有):Introducer (If any)

其它媒介(請指出) :Other media (pls specify)

聲明 Declaration本人聲明上列資料乃本人所知一切據實填報,本人明白此申請須通過香港保險中介人商會(“商會”)理事會批核方為有效。本人同意遵守商會制定之一切規章及同意以上資料可由商會作內部推廣用途。本人有權查詢及要求更改由商會持有本人的個人資料,如有此要求,本人可向商理會事會提出。I hereby declare that the particulars given above are, to the best of my knowledge and belief, true and complete. I understand that the acceptance of this application is subject to the final approval of the Executive Committee of the Hong Kong Chamber Insurance Intermediaries (“HKCII”). I agree to comply with the regulations as set by HKCII. I understand and agree that above data can be used for HKCII internal distribution. I should that I have the right to obtain access to and to request correction of any personal information concerning myself held by HKCII. Request for such access can be made to the Executive Committee of HKCII.

入會費 Entrance Fee : Nil年 費 Annual Fee : HK$250

支票抬頭:香港保險中介人商會 Payable : HK Chamber of Insurance Intermediaries

郵寄地址:香港郵政總局信箱6542號 Postal Address: GPO Box 6542, Hong Kong 簽署 Signature

商會專用 HKCII use onlyBank: Cheque No: Amount: HK$250

Approval Date: Handled By: Remarks:

March 2014

H A R M O N Y 公平及和睦地促進投保人、中介人及承保人之相互協商。

KNOW-HOW 提供學術講座及論壇,透過研討及交流,提升專業知識。

C O N C E R N 關注會員及社會各階層對保險業及中介人的權益及認受。

I N T E G R I T Y 強化保險中介人的自重、自尊、正直、誠信,莊敬自強。

INFORMATION 收發保險業界資訊,讓中介人了解其運作、責任及義務。

香港保險中介人商會綱領

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Page 17: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

2013年刊與2014展望Yearbook 2013 & Prospect 2014編輯委員會 Editorial Board

Tel: 8108 1238 Fax: 8108 1282GPO Box 6542, Hong Kong Email: [email protected] Website: www.hkcii.org

主席 Chairman何柏源

Patrick Ho

委員 Members

姚永康Danny Yiu

李偉勤Perry Lee

朱婉兒Jaclyn Chu

李鎮成Johnson Lee

曾振平Roger Tsang

趙春強Ivan Chiu

何富龍Stephen Ho

李俊明Tony Lee

Page 18: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

MI Insurance Brokers Limited

2012 Ad_full page v1.indd 10 2012/3/26 1:07:26 PM

Page 19: With Compliments - Hong Kong Chamber of Insurance ... · Hong Kong Chamber of Insurance Intermediaries (HKCII) 8108 1238 8108 1282 GPO Box 6542 Hong Kong. 香港保險中介人商會

Hong Kong Chamber of Insurance Intermediarieswww.hkcii.org

YEARBOOK 2013 & PROSPECT 20142013年刊與2014展望

保險規管架構 — 未來的趨勢

THE INSURANCE REGULATORY FRAMEWORK

FUTURE TREND

20th Anniversary of HKCII

蘇黎世值得您信賴!我們明白,優質的醫療保障對您和家人十分重要。140多年來,蘇黎世一直致力協助客戶了解風險,選擇切合其所需的保障。憑藉這些豐富經驗,蘇黎世為您和家人的醫療保障需要,提供可靠的專業意見和全面的方案。

如欲查詢更多產品及服務詳情,請聯絡:

您的蘇黎世保險中介人

2968 2222

www.zurich.com.hk/guidance

醫療

人壽及投資

汽車

旅遊

「 健康,我依靠專業的 醫護團隊;醫療保障, 我又可信賴誰?」

HO

NG

KO

NG

CH

AM

BER

OF IN

SUR

AN

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TERM

EDIA

RIES 2013 Y

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OK

香港保險中介人商會

2013年年刊