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香港專業保險經紀協會PROFESSIONALINSURANCEBROKERSASSOCIATION-1-Room1406-7,KaiTakCommercialBuilding,317-319DesVoeusRoadCentral,SheungWan,HongKong香港上環德輔道中317-319號啟德商業大廈14樓1406-7室Tel電話:28698515Fax傳真:27702372MembershipApplicationNotesDearApplicant,Beforeyousubmityourapplicationformembership,pleaseensurethatALLofthefollowingdocumentsandinformationareprovidedtogetherwithyourapplicationform.Omissionofanyofthemwouldcauseadelayinprocessingyourapplicationandapproval.NOTES1.Allquestionsmustbeanswered,ifanyquestionisnotapplicable,pleasestate‘N/A”.2.Ifthereisinsufficientspacetocompletetheanswertoanyquestion,pleasecontinueonaseparatesheet,specifythequestionnumberandsignonthepaper.3.TheMembershipSub-Committeewillnotprocessyourapplicationunlessthefollowingdocumentsaresubmitted:a)MembershipApplicationOriginaloftheapplicationdulychoppedandsignedCrossedchequeofH.K.$13,500fortheApplicationFee*CrossedchequeofH.K.$4,000fortheAnnualFeeCrossedchequefortheRegistrationFeeofT.R.IIQAS(H.K.$150perlineofbusinessregistered)*MembershipApplicationFeeisnon-refundableb)CompanyAphotocopyofCertificateofIncorporationofyourCompanyAphotocopyoftheBusinessRegistrationCertificateofyourCompanyAphotocopyofFormD–detailsconcerningDirectorsofyourCompanyDocumentsverifyingyourCompany’sPaid-upCapitalsandCurrentNetAssetsarenotlessthanH.K.$100,000(Aletterfromthecertifiedpublicaccountanttocertifythatmustbeincluded)AphotocopyofyourCompany’sclient’sbankaccount(s)–minimumtomaintainonecurrentclient’sbankaccountAphotocopyofyourcompany’sProfessionalIndemnityInsurancePolicyandthereceipt香港專業保險經紀協會PROFESSIONALINSURANCEBROKERSASSOCIATIONRoom1406-7,KaiTakCommercialBuilding,317-319DesVoeuxRoadCentral,SheungWan,HongKong香港上環德輔道中317-319號啟德商業大廈14樓1406-7室Tel電話:28698515Fax傳真:27702372c)ChiefExecutive(C.E.)OriginaloftheC.E.DeclarationdulysignedaswellchoppedandsignedbythecompanyAphotocopyoftheHongKongIdentityCardoftheC.E.PhotocopiesofacademicqualificationcertificatesOriginaland/orphotocopiesofprofessionalqualificationsandworkingexperiencereferences4.AnyCompany’sname(Englishand/orChinese)bearing‘AGENT/AGENCY/INSURER/UNDERWRITER’willnotbeaccepted.5.Youareprohibitedtousethestatusof‘InsuranceBroker’indoinganybusinessordeclareasamemberofPIBAbeforeyourmembershipisapproved.6.InordertoavoidusingacompanynamesimilartoexistingbrokerseitherregisteredinthePIBAortheCIB,youareadvisedtoundergoanamesearchviathewebsiteofthePIBA()andtheCIB().Ifyouwouldliketoclarifyanymattersinrespectofyourmembershipapplication,pleasefeelfreetocontacttheSecretariat(tel.no.28698515).Yoursfaithfully,ProfessionalInsuranceBrokersAssociationMembershipSub-CommitteeChairman-2-香港專業保險經紀協會PROFESSIONALINSURANCEBROKERSASSOCIATIONRoom1406-7,KaiTakCommercialBuilding,317-319DesVoeuxRoadCentral,SheungWan,HongKong香港上環德輔道中317-319號啟德商業大廈14樓1406-7室Tel電話:28698515Fax傳真:27702372NotesforRegistrationwithIIQE(ChiefExecutive/TechnicalRepresentative)Inordertoprocessyourapplicationwithoutdelay,wewouldbeappreciatedifyoucouldprovidethefollowingdocumentstogetherwiththeapplicationform.TheMembershipSub-CommitteewouldonlyprocessyourapplicationuntilallofthefollowingdocumentsaresubmittedtotheSecretariat.1.Theapplicationformisdulycompleted(signedwithacompanychop)2.Aphotocopyofapplicant’sHongKongIdentityCard3.AcrossedchequemadepayabletothePIBAforannualregistrationfee(upto30thJune,2005)ofT.R.IIQAS(H.K.$150perlineofbusinessregistered)4.Adocumentaryproofoftheapplicant’sprofessionalexperienceintheinsuranceindustry(areferencefromthecompanythatyoulastlyworkedand/orinsuranceagentworkinghistory).5.Adocumentaryproofofa.ExemptionfromIIQE(eitherissuedbytheIARBortheCIB);orb.ProfessionalQualification;orc.PassingtheIIQE6.Photocopiesofacademicqualificationcertificates(toprovethatyouhaveachievedForm5standardorabove).7.Adocumentaryproofthatyouhavede-registeredfromtheIARBasInsuranceAgentsifyouareaninsuranceagentwhenapplyingourMembership.8.Adocumentaryproofthatyouhavede-registeredfromtheCIBifyouareaCIBmemberwhenapplyingourMembership.9.IfyouhaveregisteredwiththeCIBandalsowishtoregisterunderthePIBA,aletterofconsentfromyourexistingCIBemployerandtheapplyingmembermustbeattached.香港專業保險經紀協會PROFESSIONALINSURANCEBROKERSASSOCIATIONRoom1406-7,KaiTakCommercialBuilding,317-319DesVoeuxRoadCentral,SheungWan,HongKong香港上環德輔道中317-319號啟德商業大廈14樓1406-7室Tel電話:28698515Fax傳真:27702372ApplicationRequirementsTheapplicationrequirementsaresummarisedasbelowandfordetailinformation,pleaserefertoourMembershipregulations.ThePIBAisentitledtoalterandimposenewrequirementswithoutpriornotice.A.TheCompany1.ThecompanyshouldbeacorporatecompanyregisteredinHKSAR.2.ThepaidupcapitalandNetAssetValueshouldnotbelessthanHK$100,000.ConfirmationfromaCertifiedPublicAccountantshouldbeprovided.3,AlltheDirectorsandtheChiefExecutiveshouldatalltimesbe‘FitandProperPersons’.4.Thecompanymustopenatleastonebankaccountnominatedas‘Client’sAccount’.B.TheChiefExecutive1.ShouldbeaHKSARresidentaged21orabove.2.Shouldbeafulltimedirectororemployeeoftheapplyingcompany.3.Shouldholdanacceptableprofessionalinsurancequalificationapp