:::

Junior Professional and Technical Examinations Regulations for Insurance Agents, Brokers, and Surveyors

Facebook Line Twitter Plurk Print

Amendment promulgated on December 30, 2000 as per Examination Yuan (89) Kao-Tai-Zu-(1)-Yi-Zi Order No. 10969.

Amendment to Article 10, promulgated on July 5, 2001 as per Examination Yuan (90) Kao-Tai-Zu-(1)-Yi-Zi Order No. 0900005462.

Amendments to Articles 7, 10, and 11, promulgated on April 29, 2003 as per Examination Yuan Kao-Tai-Zu-(1)-Yi-Zi Order No. 09200036491.

Amendments to Articles 5, 13, and 14, as well as the appendix, promulgated on August 17, 2004 as per Examination Yuan Kao-Tai-Zu-(1)-Yi-Zi Order No. 09300069731.

Amendments to the name of these Regulations, Articles 1, 2, 8, 9, 11, and 16, as well as the name of the appendix, promulgated on January 9, 2006 as per Examination Yuan Kao-Tai-Zu-(1)-Yi-Zi Order No. 09500002501.

Amendments to the name of these Regulations, Article 2, and the appendix, promulgated on January 15, 2009 as per Examination Yuan Kao-Tai-Zu-(1)-Yi-Zi Order No. 09800003861.

Amendments to Articles 1, 5, 6, 9, 12, and 14, promulgated on August 6, 2013 as per Examination Yuan Kao-Tai-Zu-(1)-Yi-Zi Order No. 10200066911.

Amendments to Articles 5, 8, and 10, as well as the appendix, promulgated on August 24, 2015 as per Examination Yuan Kao-Tai-Zu-(1)-Yi-Zi Order No. 10400061121.

Deletions of Articles 14 and 15 and replacement of Articles 14 with Article 16, promulgated on March 24, 2017 as per Examination Yuan Kao-Tai-Zu-(1)-Yi-Zi Order No. 10600015091.

The text of these Regulations is as follows:

 

Article 1

These Regulations are established as per Article 11, Paragraph 1 of the Professional and Technical Personnel Examinations Act.

 

Article 2

Junior Professional and Technical Examination for Insurance Agents, Brokers, and Surveyors (hereinafter "the Examination") consists of the following categories:

The property insurance agent exam

The personal insurance agent exam

The property insurance broker exam

The personal insurance broker exam

The general insurance surveyor exam

The marine insurance surveyor exam

 

Article 3

The Examination is administered annually.

 

Article 4

The Examination is administered in written format.

 

Article 5

Candidates who meet conditions set out in Article 6, Paragraph 3 of the Regulations Governing Insurance Agents, Article 6, Paragraph 3 of the Regulations Governing Insurance Brokers, or Article 6, Paragraph 1 of the Hearing Specialists Act shall not take the Examination.

 

Article 6

R.O.C. citizens who meet any of the following eligibility requirements may take the Examination:

Have graduated from a public or registered private senior high school or vocational high school.

Have passed a national senior examination or junior qualification examination.

 

Article 7

Exam subjects and test question formats are set out in the Appendix to this article.

 

Article 8

When registering, candidates should submit the following documents and fees by mail:

Registration form.

Proof of exam eligibility.

Copy of national identification card. Overseas Chinese should submit their Overseas Chinese Identity Certificate issued by the Overseas Community Affairs Council, or submit their valid R.O.C. passport with approval from an overseas embassy or consulate, representative office, economic and cultural office, or other agency authorized by the Ministry of Foreign Affairs (hereinafter “Overseas Missions”) proving them to be R.O.C. nationals residing in a foreign country.

A 2.5-cm by 3.5-cm close-up photograph showing the head and top of the shoulders. Head coverings should not be worn and the photo should be taken within one year.

Registration fee.

Documents and fees for online registrations should be submitted in accordance with guidelines found in the Examination Information Pack and on the MOEX registration website.

 

Article 9

For submissions of overseas documents including diplomas, certificates of degree, academic transcripts, credit verifications, copies of regulations, or other relevant verification documents, original documents must be provided along with Chinese translations and copies of verification from overseas missions or from a domestic public notary.

Original copies of the abovementioned documents may be replaced with copies that have been verified to be identical to the original by both a local public notary and an Overseas Mission.

 

Article 10

The passing score for the Examination is 60 points across all exam subjects. However, in situations where the number of exam takers with a final score of 60 points or higher is less than the top 16% of all exam takers across all exam subjects, the number of passing candidates should be the top 16% of all exam takers and should be rounded to the nearest whole number. If two or more examinees at the cutoff level have the same score, both or all will pass.

The final score in the preceding paragraph is defined as the average score of all exam subjects.

Exam takers who receive a grade of zero on any one of the exam subjects or who receive a final score of less than 50 points will not pass. Absence from an exam session will result in a grade of zero for that subject.

 

Article 11

(Deleted)

 

Article 12

Foreign candidates who meet eligibility requirements set out in Article 6, Subparagraph 1 and who do not meet conditions set out in Article 5 may take the Examination.

 

Article 13

The list of candidates passing the Examination will be submitted by the MOEX to the Examination Yuan for the issuance of qualification certificates and to the Financial Supervisory Commission for reference.

 

Article 14

These Regulations shall come into effect upon promulgation.


Update: 2022-11-30
Go Back Top
Ministry of Examination
Address: No.1-1, Shiyuan Rd., Wenshan Dist., Taipei City 116203, Taiwan (R.O.C.) (Map)
Tel: +886-2-2236-9188 (Contact Methods)
2018 Ministry of Examination R.O.C.(Taiwan) All rights reserved.
The site has been optimized for monitors with over 1024x768 resolution, with window maximized.
And please use a browser that supports TLS 1.2 or above.
Online Visitors: 000005641   Online Users: WEB2 : 138