Regulations Governing Insurance Agents Article 41
This English translation was last updated on 2024-07-22, but the Chinese text was amended on 2026-09-30. Later amendments may not be reflected in the translation — please refer to the Chinese text.
Independent agents, agent companies and banks shall preserve copies of documents including solicitation, collection, policy-writing, endorsement, claim settlement documents and the termination of contract within the scope under its agency contract or written authorization.An Independent agent, an agent company and a bank that is authorized by an insurer to collect premiums on its behalf shall preserve collection records and the proof of collecting premiums.All documents to be preserved under the preceding two paragraphs shall be preserved for at least five years, provided that where otherwise specified by an act or regulation, such other provision shall apply.
中文原文 保險代理人管理規則第41條
個人執業代理人、代理人公司及銀行應按其代理契約或授權書所載之範圍，保存招攬、收費或簽單、批改、理賠及契約終止等文件副本。
個人執業代理人、代理人公司及銀行受保險業之授權代收保險費者，應保存收費紀錄及收取保險費之證明文件。
前二項應保存各項文件之期限最少為五年。
但法令另有規定者，依其規定。
個人執業代理人、代理人公司及銀行受保險業之授權代收保險費者，應保存收費紀錄及收取保險費之證明文件。
前二項應保存各項文件之期限最少為五年。
但法令另有規定者，依其規定。