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International professional certification|professional insurance consultants|Golden Insurance Brokers

Professional consultants
Professional certification
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Perceiving developments and changes of the financial market, we have made arrangements ahead and assisted with our business partners’ professional upgrading. These years, we have been recruiting RFCs and RFAs.

Quick Guide

RFP
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The Institute of Certified Financial Planners (RFPI) was officially established in the United States in 1983. Currently, the association has members in more than 20 countries and regions around the world, with more than 68,000 members worldwide. Currently, there are more than 20,000 RFP members in Mainland China, Hong Kong and Taiwan. . The American Registered Financial Planner license, abbreviated as RFP (Registered Financial Planners), is issued uniformly by the American Institute of Registered Financial Planners (RFPI). The certificate is obtained in one place and is available worldwide. Financial planning refers to professional personal financial services that use scientific financial analysis procedures to conduct reasonable planning and management based on personal financial and investment activities to achieve long-term financial goals. Overseas, financial planning services have been popular for a long time. In European and American countries, financial planners have long been recognized by society and are on par with independent professionals such as lawyers, accountants, actuaries, insurance brokers, tax accountants, and trust managers.
RFC
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International Association of Registered Financial Consultants (IARFC), which plans courses and qualification certification standards for financial consultants, is an organization spontaneously formed by senior financial planning experts from the practice community of the United States in 1982, for the purpose of assisting with people’s more appropriate money utilization, saving, investment and insurance planning, in order that they will lead a balanced, rich and happy life without regret. At present, it has set up 13 development centers in different parts of the world. It is one of the most famous international certifications in the field of financial planning. </br>To be qualified as RFC, one has to become a member of the association first, take professional courses of 60 hours and pass the written test of 5 units. Only after his financial planning report has passed the examination can he apply for RFC certification, and become qualified as RFC. This association has extremely stringent requirements for its members’ professional capabilities, work experiences, virtues and continuous learning, hoping that the members could fulfill their responsibilities and missions as financial consultants.
RFA
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To cultivate professional talents for retirement planning, the Pension Fund Association, R.O.C actively promotes specialized certification courses for RFA. The retirement planning consultants qualified as RFAs must adhere to the professional ethics of giving priority to customer interests, get rid of the idea of embarking on the profession for selling high-commission products, and independently, objectively, fairly recommend financial plans in line with personal retirement requirements in addition to professional capacity for financial planning and mastery of more all-round rich knowledge. </br> Hope that RFAs could develop brand new professional high-quality services for retirement planning market of Taiwan, and make certain contributions to provide supporting retirement services for the elderly of Taiwan!
CFP®
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CFP® Globally certified senior financial planners are highly professional. They can review and analyze customers’ needs for financial planning (including saving, investment, entrepreneurship, insurance, property acquisition, trust, risk evaluation, retirement planning, estate and taxation planning) with respect to different objectives of financial planning. They can also solve financial problems for individuals according to their financial conditions, and offer professional solutions. Therefore, they objectively offer solutions with comprehensive methods according to steps of financial planning, for the purpose of financial planning throughout their career. These are the most prominent relative advantages of CFP® international certified senior financial planners over other ordinary financial planning professionals who are only able to provide professional advices in respect of one field.
AFP
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AFP (Associate Financial Planner) is a professional consultant who conforms to the international certification procedures, recognizes the idea of giving priority to protecting consumer interests, and provides consumers with the best financial planning services, required to possess work experience and demonstrate professional ethics. With core knowledge and skills about financial planning, AFPs shall strictly obey professional ethics and norms. Keeping themselves informative about development and new policies of the domestic market, they can comprehensively and objectively analyze conditions and backgrounds of their customers, and gain trust from them, in order to provide domestic nationals with professional financial planning services.

Statement of privacy policy of Golden Insurance Brokers

Golden Insurance Brokers Co., Ltd. (hereinafter referred to as “the Company”) attaches great importance to the customers’ privacy and keeps their personal data well.In respect of your personal data, the Company will comply with this privacy policy for collecting, processing and utilizing your personal data, unless otherwise specified by laws or competent authorities.In order that you could use all services of the Company, the Company’s privacy policy, protection of and great concern about your personal data are hereby stated.

I. Collection, processing and utilization of personal data:

(I) The Company collects your personal data (including but not limited to your name, date of birth, address, phone number and email address) for specific legal purposes such as embarking on insurance brokerage and with legal reasons.

(II) In collecting personal data, the Company shall note whether excess infringement will be inflicted upon the privacy of the parties concerned. The personal data will be collected only when necessary, because the businesses cannot be collected without collecting such personal data.

(III) The Company shall clearly inform the parties concerned about who and how the persons will utilized their personal data.

(IV) The Company will collect, process and utilize your personal data for the specific purposes mentioned in this privacy policy, adopt stringent controls, and comply with pertinent rules, including the Personal Information Protection Law.

II. Security and Protection of Personal Data

The Company has been certified by ISO 27001 (ISMS) in terms of information security management and BS 10012 in respect of personal data protection management. We will adopt appropriate security measures according to requirements, to protect unauthorized data access, alteration, disclosure or destruction. Besides, your personal data will be encrypted for transmission, with the support of the firewall, intrusion detection system and our anti-virus mechanism, to prevent illegal intrusion and destruction by malicious software, and to protect security of your personal information.

III. Application Scope of Personal Data:

(I) Your personal data will be processed and utilized during the legal existence of the aforementioned purposes of collectionAnd the company may provide your personal data to:

Insurance companies in connection with your insurance contract

Corporate Body Financial Consumer Review Centre

Legal authorities of the Company.

Any other organ that has access to your personal information in accordance with the law.

(II) If our business needs to entrust a third party, we will strictly require the entrusted third party to comply with the relevant laws and regulations and the agreement on confidentiality of personal information.

(III) Except for the use within the scope of the aforementioned use, the instructions of the law, judicial or competent authorities or with your consent, the company will not provide, exchange or sell your personal information to other individuals, legal persons or transfer it for other purposes.

(IV) When we share your personal data with third-party financial institutions, we will implement internal control measures in accordance with the "Guidelines on Data Sharing among Financial Institutions" and other relevant laws and regulations to ensure that your data is completely protected.

IV. Exercise of Rights of Parties:

If you need to exercise the following rights in relation to your personal data, in addition to contacting your service personnel to apply in writing, you can also inquire through the toll-free customer service line (0800-077-090).

Inquire or read.

Make a copy.

Make additions or corrections.

Stop collection, processing or use.

Delete.

V. Cookies and Other Technologies

(I) Cookies are short pieces of information that are written to the user's hard drive by the browser in order to distinguish the user's different preferences on the server side. Although cookies can identify the user's computer, they cannot identify the user's identity.You can modify your acceptance of cookies by selecting the option in your browser. If you choose to reject all cookies, you may not be able to use some of the personalised services normally.

(II) In order to provide you with more personalised services, Cookies will be created when you register or log in to record your activities on the Company's website. Once you close the webpage, the Cookies will lose their effect.

(III) If you want to delete your personal information or sensitive data (member account, login password) on the website, please leave a message on the website or refer to the aforementioned statement in Article IV.

VI. Third Party Websites and Services

(I) The Company's website and services may contain links to third party websites, products or services.The aforementioned third-party websites, products or services may collect your personal data, and the collection, processing, utilisation and protection of the privacy rights of such third parties shall, in principle, be governed by their privacy policies.You can learn about the privacy policy of the relevant third party.

(II) Other websites linked to the Company's website may also collect your personal information.For the personal information you voluntarily provide, these linked sites have their own individual privacy policy, so their data processing measures do not apply to the company's privacy policy, the company can not be held jointly and severally liable.

VII. Self-protection Measures

Please properly manage your password and or any personal data, avoid providing personal data arbitrarily to any person or other organisations that have nothing to do with you, and it is recommended to change your password regularly.After you finish using the services of this website, please be sure to log out and close the browser window to prevent others from reading your personal information.

VIII. Revision of this Policy

In response to the requirements of the competent authorities, changes in relevant laws and regulations, technological advances and other changes in circumstances, we will revise this policy statement from time to time in accordance with the needs and publish it on our website (https://www.goldennet.com.tw), which you can access at any time to protect your rights and interests.

IX. If the company fails to comply with the above privacy protection principles, or fails to comply with the measures promised in this statement, the company shall be responsible for its own legal liability and accept the supervision of the competent authorities.

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