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1. Adopted and issued 20 March 1969 per Order No. (58)-Taiwan-Finance-Currency-03103 of the Ministry of Finance
2. Amended and issued 2 October 1969 per Order No. (58)-Taiwan-Finance-Currency-Issue-11419 of the Ministry of Finance
3. Amended and issued 1 September 1971 per Order No. (60)-Taiwan-Finance-Currency-17417 of the Ministry of Finance
4. Amended and issued 25 April 1973 per Order No. (62)-Taiwan-Finance-Currency-13996 of the Ministry of Finance
5. Amended and issued 21 October 1974 per Order No. (63)-Taiwan-Finance-Currency-19996 of the Ministry of Finance
6. Amended and issued 25 August 1978 per Order No. (67)-Taiwan-Finance-Currency-19241 of the Ministry of Finance
7. Article 11 amended and issued 23 December 1980 per Order No. (69)-Taiwan-Finance-Currency-25517 of the Ministry of Finance
8. Amended and issued 11 July 1983 per Order No. (72)-Taiwan-Finance-Monetary-20121 of the Ministry of Finance
9. Amended and issued 31 December 1991 per Order No. (80)-Taiwan-Finance-Insurance-801750303 of the Ministry of Finance
10. Articles 3, 8, 11, 14, 20, 22, 38, 45, 55, and 55-1 amended and issued 23 September 1992 per Order No. (81)-Taiwan-Finance-Insurance-811761507 of the Ministry of Finance
11. Article 32 amended and issued 4 November 1993 per Order No. (82)-Taiwan-Finance-Insurance-821728975 of the Ministry of Finance
12. Articles 7, 8, 10, 11, 13, 14, 19, 20, 43, 44, and 53 amended and issued and articles 6, 9, 12, 52, and 54 deleted 5 January 1995 per Order No. (84)-Taiwan-Finance-Insurance-832063258 of the Ministry of Finance
13. Full 48 articles amended and issued 26 July 1997 per Order No. (86)-Taiwan-Finance-Insurance-86239805 of the Ministry of Finance
14. Articles 10 to 12, 17, 18, 21, and 42 amended and issued 23 September 1997 per Order No. (86)-Taiwan-Finance-Tax-862399129 of the Ministry of Finance
15. Article 18 amended and issued 20 December 2000 per Order No. (89)-Taiwan-Finance-Insurance-0890751353 of the Ministry of Finance; for implementation from the date of issuance
16. Article 22 amended and issued 30 August 2001 per Order No. (90)-Taiwan-Finance-Insurance-0900750912 of the Ministry of Finance
17. Name and full 46 articles amended and issued 8 December 2003 per Order No. Taiwan-Finance-Insurance-0920752069 of the Ministry of Finance; for implementation from the date of issuance (Original name: Regulations Governing Insurance Agents, Brokers, and Surveyors)
18. Articles 7 to 19, 34, 35, 39, 40, and 42 amended and issued 18 February 2005 per Order No. Financial-Supervisory-Insurance-III-09402540212 of the Financial Supervisory Commission, Executive Yuan
19. Amended on February 4, 2010
20. Amendment to full text of 48 articles promulgated per Financial Supervisory Commission Order No. Jin-Guan-Bao-Li-Zi-10002545321 dated February 25, 2011 and implemented on the date of promulgation
21. Amendment to Articles 1, 15, 18～21, 36, 39, 43, 44, 48, addition of Articles 39-1 ~ 39-3 and deletion of Article 6 promulgated per Financial Supervisory Commission Order No. Jin-Guan-Bao-Li-Zi-10002660381 dated December 29, 2011. With the exception of Articles 39-1 ~ 39-3 that will enter into force on July 1, 2012, the amended provisions will enter into force from the date of promulgation.
22. Amendment to Articles 17,26 and 38 promulgated per Financial Supervisory Commission Order No. Jin-Guan-Bao-Zong-Zi- 10102573201 dated December 28, 2012.
23. Amendment and full text of 53 articles promulgated per order of Financial Supervisory Commission No. Jin-Guan-Bao- Zong-Zi-10302565241 dated June 24, 2014; except for Articles 24 and 25 which will be in force one year after the promulgation of the amendment, the rest of the articles enter into force on the date of promulgation.
24. Amendment and full text of 61 articles promulgated per order of Financial Supervisory Commission No. Jin-Guan-Bao- Zong-Zi-10402567071 dated June 18, 2015; except for Articles 31 and 32 which will be in force until June 24, 2015, the rest of the articles enter into force on the date of promulgation.
25. Amendment to Article 34 promulgated per Financial Supervisory Commission Order No. Jin-Guan-Bao-Zong-Zi- 10602561991 dated June 27, 2017. |
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Article 34
Independent agents and agents employed by an agent company or a bank shall understand the needs of the proposer and product or service suitability, and sign on relevant documents, unless otherwise prescribed by the competent authority.
The “relevant documents” under the preceding paragraph and paragraph 1 of preceding article hereof include, for non-life insurance agents:
1. Insurance application form.
2. Application for endorsement.
3. Due diligence report on the needs of the insurance proposer and the insured, and product suitability analysis.
4. Application for termination of contract.
5. Other documents designated by the competent authority.
The “relevant documents” under the first paragraph and paragraph 1 of preceding article hereof include, for personal insurance agents:
1. Insurance application form.
2. Application for endorsement.
3. Due diligence report on the needs of the insurance proposer and the insured, and product suitability analysis.
4. Application for termination of contract.
5. Other documents designated by the competent authority.
If an agent is authorized to collect insurance premiums or to handle underwriting, claim settlement, or other insurance business, the agent shall sign the various documents relating to business practice.
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