Regulations Governing Insurance Agents Article 8
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.
An independent agent shall submit the following documents to carry out registration of permission with the competent authority:1. An application form.2. Certification showing that the qualification requirements set out in these Regulations are met.3. Certification of pre-job training, obtained within the last year and recognized by the competent authority; for an agent whose certification of pre-job training was obtained one year or earlier, the already obtained certification of pre-job training along with certification of at least 18 hours of on-the-job training within the last year; where registration of permission is based on the qualifications set out in subparagraph 3, paragraph 1 of Article 5 herein, certification of at least 18 hours of on-the-job training within the past 1 year before submission of the application. For agents who submit certification of at least 18 hours of on-the-job training within the past 1 year, the courses on laws and regulations taken shall not be less than 8 hours and the courses on fair treatment of customers aged 65 and above shall not be less than 2 hours.4. Proof of identity.5. A business plan.6. A written statement undertaking the absence of situations provided in paragraph 3 of Article 6 and subparagraph 27 of Article 49.7. Other documents as required by the competent authority.The business plan in subparagraph 5 of the preceding paragraph shall contain at least the following information:1. Business philosophy;2. Scope of business;3. Business development plan;4. Business solicitation system and procedures;5. Financial projections for the next three years;6. Description of work place and equipment; and7. Other information as required by the competent authority.Where the information stated in the documents referred to in paragraph 1 hereof is incomplete or insufficient, the application will be rejected; if the situation may be remedied, the applicant shall take remedial actions within the time limit set by the competent authority, or else the application will be rejected.After an independent agent has obtained a permit, the competent authority may void the permit if false information is discovered in any of the documents under paragraph 1 hereof submitted by the applicant.
中文原文 保險代理人管理規則第8條
個人執業代理人應檢附下列文件，向主管機關辦理許可登記：
一、申請書。
二、符合本規則所定資格條件之證明。
三、最近一年內取得主管機關認可之職前教育訓練證明；取得職前教育訓練證明已一年以上者，得檢附已取得之職前教育訓練證明及最近一年內受在職教育訓練十八小時以上之證明；依第五條第一項第三款之資格辦理許可登記者，得檢附最近一年內受在職教育訓練十八小時以上之證明。
檢附最近一年受在職教育訓練十八小時以上之證明者，其法令課程時數不得少於八小時，公平對待六十五歲以上客戶之課程時數不得少於二小時。
四、身分證明。
五、營業計畫書。
六、無第六條第三項及第四十九條第二十七款規定情事之書面聲明。
七、其他主管機關規定應提出之文件。
前項第五款營業計畫書至少應載明下列事項：
一、執行業務之理念。
二、執行業務之範圍。
三、業務發展計畫。
四、招攬處理制度及程序。
五、未來三年財務預測。
六、場地設備概況。
七、其他主管機關規定之事項。
第一項書件之記載事項如有不完備或不充分者，駁回其申請；其情形可補正，經主管機關限期補正，逾期仍未補正者，駁回其申請。
個人執業代理人經許可後，經主管機關發現其檢送第一項之書件有不實記載者，主管機關得撤銷許可。
一、申請書。
二、符合本規則所定資格條件之證明。
三、最近一年內取得主管機關認可之職前教育訓練證明；取得職前教育訓練證明已一年以上者，得檢附已取得之職前教育訓練證明及最近一年內受在職教育訓練十八小時以上之證明；依第五條第一項第三款之資格辦理許可登記者，得檢附最近一年內受在職教育訓練十八小時以上之證明。
檢附最近一年受在職教育訓練十八小時以上之證明者，其法令課程時數不得少於八小時，公平對待六十五歲以上客戶之課程時數不得少於二小時。
四、身分證明。
五、營業計畫書。
六、無第六條第三項及第四十九條第二十七款規定情事之書面聲明。
七、其他主管機關規定應提出之文件。
前項第五款營業計畫書至少應載明下列事項：
一、執行業務之理念。
二、執行業務之範圍。
三、業務發展計畫。
四、招攬處理制度及程序。
五、未來三年財務預測。
六、場地設備概況。
七、其他主管機關規定之事項。
第一項書件之記載事項如有不完備或不充分者，駁回其申請；其情形可補正，經主管機關限期補正，逾期仍未補正者，駁回其申請。
個人執業代理人經許可後，經主管機關發現其檢送第一項之書件有不實記載者，主管機關得撤銷許可。