I. Introduction to Investment-linked Long Term Insurance Policies

2 sections · 16 questions0 / 16

iDefinition8 questionsiiConcept8 questions

II. Investments

2 sections · 16 questions0 / 16

iRisk of Investment8 questionsiiInvestment Considerations8 questions

III. Investment Assets

8 sections · 64 questions0 / 64

iMoney Market Instruments8 questionsiiDebt Securities8 questionsiiiEquities8 questionsivFinancial Derivatives8 questionsvReal Estate8 questionsviLow Liquidity Investments8 questionsviiInvestment Funds8 questionsviiiLife Insurance and Annuity8 questions

IV. Investment-linked Long Term Insurance Policies

16 sections · 128 questions0 / 128

iHistorical Development8 questionsiiCharacteristics of Investment-linked Long Term Insurance Policies8 questionsiiiTypes of Charges of Investment-linked Long Term Insurance Policies8 questionsivTypes of Investment-linked Long Term Insurance Policies8 questionsvPremium Structures of Investment-linked Policies8 questionsviBasic Calculations of Single Premium and Regular Premium Investment-linked Policies and their Death Benefits8 questionsviiStructures of Investment-linked Funds8 questionsviiiTypes of Investment-linked Funds8 questionsixBenefits of Investing in Investment-linked Policies8 questionsxRisks of Investing in Investment-linked Policies8 questionsxiComparison of Investment-linked Long Term Insurance Policies with Guaranteed and With-Profits Policies8 questionsxiiTaxation8 questionsxiiiSales Practice8 questionsxivEthics8 questionsxvIllustration Documents8 questionsxviPolicy Administration and Statement to Policyholders8 questions

V. Regulatory Framework in Hong Kong

4 sections · 32 questions0 / 32

iRegulatory Authorities8 questionsiiInsurance Legislation, Codes and Guidelines8 questionsiiiSecurities Legislation and Code of Conduct8 questionsivOther Relevant Legislation8 questions