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1 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 20081 一.Performance in 9th working month 二.Agency Incentive 三.Agency Management ENGAGED PROJECT THIS MONTHMarketing.

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Presentation on theme: "1 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 20081 一.Performance in 9th working month 二.Agency Incentive 三.Agency Management ENGAGED PROJECT THIS MONTHMarketing."— Presentation transcript:

1 1 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 20081 一.Performance in 9th working month 二.Agency Incentive 三.Agency Management ENGAGED PROJECT THIS MONTHMarketing

2 2 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 20082 一.Performance in 9th working monthMarketing

3 3 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 20083 Quality of FT Agent in 09-2008 Join in 09 th -2008All (AS, SM) BRANCH No. of recruits Issue 1 policy agent % No. of recruits Issue 1 policy agent % Total 101 18 18%2728431% Recruitment FT in 09-2008 (daily report in 26, Aug) Recruit FTTarget% HCMC150122123% HAN12293131% Agency272215127% 1. Head count meet quota, 2. ↑ agent quality.Marketing

4 4 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 20084 Weekly Target Assessment Attendance CBS testing How to increase quality of agentMarketing

5 5 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 20085 Weekly Target for agency supervisor 1 st week: issue 01 policy. 2 nd week: maintain PFYP=2mil. 3 rd week: attain quota. 4 th week: 1.5 x quota. This program will be repeated to make selling habit. Weekly TargetMarketing

6 6 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 20086 Weekly Target for sales manager Have 02 green card every day. Interview 02 candidates in every week. Recruit 01 full time agent & 03 part time agent in month. Weekly TargetMarketing

7 7 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 20087 Attendance Discipline for attendance violation SM, AS will be demoted to IA if they have more than or equal 7 absent days in 1month. Sales manager will be deducted 5% per absent day from financial support. BM/ pre-BM will be terminated labor contract as VN Labor Regulation/clause 85Marketing

8 8 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 20088 Policy Frequency Analysis Product is best selling? Frequency of Product? Which Trend ?Marketing

9 9 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 20089 二.Agency IncentiveMarketing

10 10 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200810 Award to qualified contest in 09-08 1. Grand Opening Contest for HCM 2. Top producer in 08-2008 monthMarketing

11 11 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200811 Launch Opening Week Contest for HAN Sales Manager (7 th, Aug To 13 th, Aug) 1 2 Agency Supervisor (21 st, Aug To 27 th, Aug)Marketing

12 12 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200812 Major directions in Quarter 4 th 1. Taiwan convention 2. Head count (more recruitment) 3. Week TargetMarketing

13 13 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200813 三.Agency ManagementMarketing

14 14 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200814 Province agency branch office Survey Survey potential city/province to set up new branch. Factors of survey  Population  Income  Competitors (FYP, agent force)Marketing

15 15 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200815 CBS testing Promotion & Demotion Assessment More rule of agency attendance PLANING FOR NEXT MONTHMarketing

16 16 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200816Marketing

17 17 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200817Planning

18 18 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200818 Agenda (A) Engaged Project this month: Products submission status. Market information update. Overview of Life Insurance Market (Jan ~ Jun 2008) Policy issued analysis. Premium discount program. (B) Planning Project next month: New products submission.Planning

19 19 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200819 (I) Product Submission Status: A02(Single Endowment), R01(Personal Accident Rider) and R02(Child Accident Rider) already got internal approval. G01(Group Term Life), G02(Group Accident Rider) and G03(Group Medical Rider) – in process. Declaration Interest Rate: ENGAGED PROJECT THIS MONTH MonthJulyAugustSeptember* Rate11% * estimatedPlanning

20 20 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200820 ENGAGED PROJECT THIS MONTH (II) Market information: Insured AIA renames AIG Life Vietnam. A new product launched by ACE Life “Life Long Financial Plan Benefits Elderly Citizens”. Vietnam Life insurance market forecast to grow 15% in 2008. Planning

21 21 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200821 ENGAGED PROJECT THIS MONTH (III) Overview of Life Insurance Market (Jan ~ Jun 2008) Premium Income of all in-force polices (in billions) CompanyPremium IncomeMarket Share Prudential (1,816)  2,051 40.8% Bao Viet (1,612)  1,709 34.0% Manulife (446)  508 10.1% Others (552)  759 15.1% Total (4,426)  5,027 100% (premium income in Jan ~ Jun 2007)Planning

22 22 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200822 ENGAGED PROJECT THIS MONTH (III) Overview of Life Insurance Market (Jan ~ Jun 2008) Number of new polices (riders included) CompanyNB in Jan ~ JunIn-force Prudential (192,924)  260,388 2,991,262 Bao Viet (262,044)  200,215 3,568,805 AIG (47,613)  42,857 944,969 Others (60,710)  97,305 1,744,894 Total (563,291)  600,765 9,249,930 (number of new polices in Jan ~ Jun 2007)Planning

23 23 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200823 ENGAGED PROJECT THIS MONTH (III) Overview of Life Insurance Market (Jan ~ Jun 2008) Total number of life insurers’ agents was more than 65,000 The average insurance amount per new policies was 41.8 millions in 2008 (30.2 million in 2007). The best selling product was variety of endowment insurances. The investment products (universal life and unit-link) contributed 16.7% of NB premium income.Planning

24 24 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200824 ENGAGED PROJECT THIS MONTH (IV) Policy Issued Analysis:( 4 th Jul ~ 26 th Aug) By product # of Policy Issued ProductJul.Aug.Total A01464090 (25.5%) C01527 (2.0%) C0211011 (3.1%) C034387130 (36.8%) C044768115 (32.6%) Total142211353Planning

25 25 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200825 ENGAGED PROJECT THIS MONTH (IV) Policy Issued Analysis :( 4 th Jul ~ 26 th Aug) By sex of Insured AgeMF 0~96261 10~1913 20~294058 30~392231 40+1736 Total154199 By Payment Mode Payment mode# of Policy Single1 (0.3%) Monthly50 (14.2%) Quarterly64 (18.1%) Semi Annually53 (15.0%) Annually185 (52.4%)Planning

26 26 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200826 ENGAGED PROJECT THIS MONTH (IV) Policy Issued Analysis :( 4 th Jul ~ 26 th Aug) Prod Total Annualized Prem. (in million) Avg. Annualized Prem. Per Policy (in million) A01217.42.4 C0144.16.3 C02439.039.9 C03772.0 (710.3)5.9 (5.5) C04582.75.1 Tot1660.1 (1598.4)4.7 (4.5) (excluded annualized prem. >= 30 millions)Planning

27 27 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200827 ENGAGED PROJECT THIS MONTH (IV) Policy Issued Analysis :( 4 th Jul ~ 26 th Aug) Prod Total Sum Assured ( in million) Avg. Sum Assured Per Policy (in million) A017,99488.8 C0126037.1 C0258052.7 C035,07639.0 C0410,14888.2 Tot24,05868.2Planning

28 28 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200828 ENGAGED PROJECT THIS MONTH (V) Premium Discount Program: Discount for internal staffs CompanyTraditional Prod.Unit-Link Prod. Prudential50% FYP 50% / 25% / 25% ANP (only first 3 years) ManulifeAll commissions Dai-ichi50% FYPN/A AIG1 st year commissionN/APlanning

29 29 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200829 ENGAGED PROJECT THIS MONTH (V) Premium Discount Program: Discount for high “Premium” (Dai-ichi Life) Annual premiumRate (% of premium) < 2.5M0% 2.5M ~ 4.0M3% 4.0M~7.0M4% 7.0M~10.0M5% 10.0M~14.0M6% >=14.0M7%Planning

30 30 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200830 ENGAGED PROJECT THIS MONTH (V) Premium Discount Program: Discount for high “sum assured” (Prudential) Sum Assured Rate (% of sum assured) Education PlanAnticipated Prod. <60M0% 60M~120M0.3%0.4% 120M~180M0.45%0.6% >=180M0.6%0.8%Planning

31 31 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200831 PLANING PROJECT NEXT MONTH (I) List of Products will be submitted for approval: PriorityProductsSchedule 1 Group Term Life Insurance (G01) Group Accident Rider (G02) Group Medical Rider (G03) Beginning of Sep. 2 Group Annuity (G04) Critical Illness Waiver Rider (R03) Waiver Rider (R04) Personal Medical Rider (R05) Middle of Oct.Planning

32 32 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200832 Thank you! Planning

33 33 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200833 Policy admin

34 34 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200834 OUTLINE This month’s main activities: 1.Processing new business (HCMC+HN) 2.Setting up regulation of service time 3.Regulations for new business 4.Preparing for renewal premium collection 5.Preparing for confirmation call Next month’s activities: 1. Processing new business (HCMC+HN) 2. Collecting renewal premium 3. Preparing for Group insurance 4. Making confirmation call 5. Opening clinic Policy admin

35 35 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200835 NEW BUSINESS (22 nd July – 25 th Aug) HCMC%Hanoi% New case 18178 Incomplete 3519.3%1417.9% Medical exam 158.3%79% Exclusion 00%0 Issued as STD 14751 Declined 31.7%11.3% Postponed 21.1%00% Cancelled 52.8%11.3% Policy admin

36 36 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200836 SERVICE TIME HCMC: HCMC: at least 3 working days 1 st day : receives new documents + first premium 2 nd day : underwriting and make decision 3 rd day : scanning -> printing -> delivery Hanoi: Hanoi: at least 5 working days 1 st day (HN) : receives new documents + first premium -> scanning 2 nd day (HCM): underwriting and make decision 3 rd day (HN) : package and send to HCMC 4 th day (HCM) : checking -> scanning -> printing -> send to HN 5 th day (HN) : receiving and delivering Policy admin

37 37 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200837 REGULATIONS NB procedure & App filling rules Rules for agent evaluation CFM slip management Investigation rules Rules for medical check B2E Policy admin

38 38 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200838 RENEWAL PREMIUM (Sep. 08) 1. Reminding letter: Printed in 21st Aug -> AO -> agent -> client Renewal receipt: 2. Renewal receipt: * Generated in 1st Sep -> Taiwanese BM -> agent -> collect prem. * Checking every week (the same as TIA) Invoice: 3. Invoice: send to client by post Policy admin

39 39 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200839 CONFIRMATION CALL 1. Replace welcome call 2. When ? After policy is issued 3. Purpose: * Inform that application form is approved * Thank for choice of our product and service Policy admin

40 40 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200840 1. Processing new business (HCMC + HN) 2. Collecting renewal premium 3. Preparing for Group insurance 4. Making confirmation call 5. Opening our own clinic PLAN FOR NEXT PLAN FOR NEXT MONTH Policy admin

41 41 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200841 Thank you Policy admin

42 42 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200842 ACCOUNTING & FINANCE CONTENTS THIS MONTH: :  ACCOUNTING: I. Budget management II. Operating highlight  FINANCE: I. Operating new bank account II. Guideline- Money laundering laundering NEXT MONTH: :  ACCOUNTING: I. Budget update II. Chang company address III.PIT for TW IV. Reimbursement exp.HN  FINANCE: I. Banking II. Cash management

43 43 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200843 IBUDGET MANAGEMENT 1.Budget planning & approval:  Budget planning: Each Department prepares the Department Budget planning based on: Estimated expenditure for the whole year The target for planning year compare with those in previous year The actual figures previous year ENGAGED PROJECT THIS MONTHAccounting

44 44 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200844 IBUDGET MANAGEMENT: 1.Budget planning & approval:  Budget review & approval: Department Budget planning is sent to Budget Controller for combination Department Budget will be reviewed by the Budget Controller through the meeting with related department Budget planning is final approved by BOD/BOM/ Parent Company through the meeting of BOD/BOM Budget Planning after approved will resent to related department & Budget Controller for applying & controlling ENGAGED PROJECT THIS MONTHAccounting

45 45 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200845 IBUDGET MANAGEMENT : 2.Procedure for using the Budget Using Approval Report (prepared in English) when applying for using Budget->formform The Department Budget Checker should fill in & sign on the Approval report before submit to higher level for approval the budget information as follows: oBudget account (name and code of an expense item) oBudget (an Budget amount of an expense) oPercentage of Budget used (% rate) oEstimated expenses (expenses for current time) ENGAGED PROJECT THIS MONTHAccounting

46 46 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200846 IBUDGET MANAGEMENT: 2.Procedure for using the budget Expenses which are not used Approval Report (regular expense and under VND10 mil.) also need to be updated to Budget using -> formform Approval Report are approved as follows: TitlesIn budget (VND)Exceed budget (VND) Division Director< 100,000,000< 50,000,000 Vice G. Director100,000,000~250,000,00050,000,000~250,000,000 General Director250,000,000~500,000,000 Vice Chairman500,000,000~1,000,000,000 Chairman1,000,000,000~1,500,000,000 Parent Company> 1,500,000,000 ENGAGED PROJECT THIS MONTHAccounting

47 47 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200847 IBUDGET MANAGEMENT: 3.Job performance of Department Budget Checker Each department assign a Department Budget Checker to: Follow up the department budget Make sure all expense for Payment are in budget Control & update the actual expense of Department-> attached form-Department Budget attached form-Department Budget Notice to Department Director the Budget situation and advice him/her to control the expenditure ENGAGED PROJECT THIS MONTHAccounting

48 48 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200848 I BUDGET MANAGEMENT: 3. Job performance of Department of Budget Checker (continuous): Notice to Department Director to ask for Adding Budget if exceeding or out of Budget Contact with Budget controller issue related to budget Sent to Budget controller the report of actual expenses as mention above-> attached form attached form ENGAGED PROJECT THIS MONTHAccounting

49 49 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200849 IBUDGET MANAGEMENT: 4. Job performance of Budget Controller: Create the Budget account for each kind of expense Collect Department Budget & consolidate for the Total Company Budget Collect the actual figures in previous year & compared with Budget planning this year Open the meeting with attendance of related department for review the budget Check Approval report related to Budget (Budget account, Budget amount, Percentage of Budget used) ENGAGED PROJECT THIS MONTHAccounting

50 50 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200850 IBUDGET MANAGEMENT: 4. Job performance of Budget controller (cont.): Contact with Department Budget Checker and notice to them if Budget is exceeded Control & update the actual expenses of related department compare with the monthly Actual Report they sent Sent Budget Comparison Report to Management Director monthly->formform ENGAGED PROJECT THIS MONTHAccounting

51 51 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200851 II. HIGHTLIGHT-OPERATING RESULT: ENGAGED PROJECT THIS MONTH Items Amount Notes VND AmountEquiv.USD Amount 1. Total Assets 1,056,371,317,700 64,041,910.74At Jul.31, 08 2. Profit before CIT 33,039,717,839 2,003,014.12 Premium income 420,099,000 25,468As of Jul.31, 08 Selling expenses 1,660,510,406 100,667As of Jul.31, 08 G&A expenses 3,615,097,271 219,163As of Jul.31, 08 Income from financial act. 49,081,076,070 2,975,512As of Jul.31, 08 Expenses from financial act. 11,177,131,914 677,607As of Jul.31, 08 Other expenses 8,717,640 529As of Jul.31, 08Accounting

52 52 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200852 I.Open new bank account with IVB for Hanoi Office and company bank account with Citibank II.Prepare and get approval report of guideline “ Reporting the Prevention and Combat of money laundering” III. Compose “Expense Estimated forms” which is used for monthly estimating expense of every division (waiting for approval of BOD) IV.Making instruction of bank transaction ENGAGED PROJECT THIS MONTHFinance

53 53 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200853 I.BUDGET: Update & Management Company Budget II.COMPANY ADDRESS CHANGE: Register with HCMC Tax Department III.PIT for TW: Register with HCMC Tax Department for issuing the Individual Tax Code IV.REIMBURSEMENT EXPENSES AT HANOI OFICE: send the guideline & instruct them how to use the Petty cash fund & Operation fund ENGAGED PROJECT NEXT MONTHAccounting

54 54 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200854 I.BANKING: Work with IVB about special payment form for insurance payment - “payment order” form II.CASH MANAGEMENT: Guideline of cash management at Hanoi office ENGAGED PROJECT NEXT MONTHFinance

55 55 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200855 Thank you Accounting & Finance

56 56 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200856IT

57 57 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200857 1.Finish Hanoi Data Center Setup 2.Build the VOIP system from HCMC to Taipei 3.Build billing system for PBX system 4.Develop the BCS (Business Core System) 5.Develop the B2E (Business To Employee) ENGAGED PROJECT IN THIS MONTHIT

58 58 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200858 1.The leased line from HCMC to Hanoi. 2.Hanoi network system (devices : rack cabinet, network panel, router, switch, cable..). 3.Temporary PBX system. 4.eScan software. Finish Hanoi Data Center SetupIT

59 59 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200859 Finish Hanoi Data Center SetupIT

60 60 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200860 1.VOIP System. 2.The way of call out : (1)From HCMC to Taipei : 622 + Ext. number (2)From Taipei to HCMC : 925 + Ext. number Build the VOIP system from HCMC to TaipeiIT

61 61 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200861 1.Billing System. 2.The system can record the phone which customers call out and in to CS. 3.This system can control staff use the telephone, statistics for each employee and division use the phone charges. Build billing system for PBX systemIT

62 62 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200862 Build billing system for PBX systemIT

63 63 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200863 Develop the BCS (Business Core System) 1.Build Policy owner and Claim service for the joint life product. 2.Calculate remnant days of annual holiday for all employees. 3.Modify correlative subjects of the balance accounting system. 4.Install the form of renewal premium receipts and reminding letter to BCS system. 5.Input correlative setting file of accounting to Hanoi Customer Service.IT

64 64 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200864 Develop the BCS (Business Core System) 6.To calculate the verification PFYP of agency in working month 2008/08 7.To deal with salary of staff in working month 2008/08IT

65 65 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200865 1.The agency of rollcall system is ready and give AO permission to call roll. 2.Upgrade the version of sales illustration. 3.Employees can download forms and procedures in B2E System. Develop the B2E (Business To Employee)IT

66 66 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200866 PLANING PROJECT FOR NEXT MONTH 1.Build formal PBX system in Hanoi Service Center. 2.BCS (1.To arrange the schedule which account of agency salary 2. To test balance accounting system.) 3.Survey the network and telephone device of NEW WORLD Building. 4.Continue to do the inventory of computer equipment 5.Maintain BCS and B2E system.IT

67 67 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200867IT

68 68 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200868 Monthly Report Meeting 29 August, 2008 HR & GA

69 69 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200869 Agenda: Agenda:  This Month Human Resource Report  Next Month HR: 1. Current Emp. Report. 2. Mid Year Evaluation Result /3.Training Course For Emp./4. Current Job Recruitment/5. Other Activities GA: Some GA Tasks HR: 1. Some HR Tasks/ Training Course GA: Some GA TasksHR

70 70 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200870 ENGAGED PROJECT THIS MONTH (HR) Current Employees Report Employees IT Marketing Planning Management Su m Agenc y Su m Area Training Marketi ngF&Acc.PR Policy Admin HR,GA & Legal HCM Taiwanese 5123202116622 Vietnamese 36535199413071 Total 8776711110573693 Hanoi Taiwanese 00000000033 Vietnamese 0300005192534 Total 0300005192837 Note including Chairman, President, Executive Vice PresidentHR

71 71 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200871 ENGAGED PROJECT THIS MONTH (HR) Current Employees Report New recruitment: 1.In HCM: 01 in Planning Dept./ 02 in Policy Adm Dept. / 01 in HR Dept. / 01 in Training Dept. / 01 in Agency Consultant Dept. 2.In Hanoi: 01 in GA Dept. / 01 in Agency Consultant Dept.HR

72 72 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200872 ENGAGED PROJECT THIS MONTH (HR) Current Employees Report Department Transferring News: * In Hanoi Office: 01 Chinese A.O Trainer 01 Chinese A.O Customer ServiceHR

73 73 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200873 HALF YEAR PERFORMANCE EVALUATION (HR) MID YEAR EVALUATION RESULT PR Dept: Ms. Nguyen To Quyen Previous Level: Senior Specialist New Level: Assistant Manager Training Dept: Mr. Ho Trung Kien Previous Level: Ass. Specialist New Level: Specialist Mkt. Dept: Ms. C. Phan Boi Quynh Previous Level: Ass. Specialist New Level: Specialist * IN HOCHIMINH OFFICE 1. PromotionHR

74 74 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200874 HALF YEAR PERFORMANCE EVALUATION (HR) MID YEAR EVALUATION RESULT CS Dept: Ms. Nghiem T.T.Uyen Previous Level: Specialist New Level: Senior Specialist Training Dept: Ms. Nguyen T.T.Huyen Previous Level: Ass. Specialist New Level: Specialist AG. Dept: Ms. Nguyen T.P.Thuy Previous Level: Ass. Specialist New Level: Specialist * IN HANOI OFFICE 1. PromotionHR

75 75 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200875 HALF YEAR PERFORMANCE EVALUATION (HR) MID YEAR EVALUATION RESULT Salary Increase Principle Consider for the employees with at least 6 months working service Consider Factors: Good Performance & Current Inflation Situation Amount Increase: Depend on Individual Effective: from Aug. 2008HR

76 76 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200876 ENGAGED PROJECT THIS MONTH (HR) OPEN SOME TRAINING COURSES TO EMPLOYEES  FOR NEW COMERS  FOR ALL EMP. 1. Course: Basic Life Insurance 2. Attendants: all probationers 3. Result: Pass 100% & Received certificate 1. Course: Co’s Products & Benefits 2. Purpose: understand about our current products in the marketHR

77 77 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200877 ENGAGED PROJECT THIS MONTH (HR) CURRENT JOB RECRUITMENT 1. In HCM Office 2. In Hanoi Office 1.IT Dept: System Operator; System Programmer; Application Programmer 2.Planning Dept: Actuary / Planning Specialist 3.Policy Adm. Dept: Customer Service Manager/Specialist; POS; Premium Collection Specialist/ Collector 4.Accounting Dept.: Accounting Senior Manager & Cashier 1.Training Manager/SpecialistHR

78 78 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200878 ENGAGED PROJECT THIS MONTH (HR) OTHER ACTIVITIES ORGANIZE A COMPANY TRAVEL TRIP HELD ON 30 ~ 31 AUG. 08  Attendants: All Head Office Staffs  Purpose: Build up a team building among departments  Location: Mui Ne – Phan Thiet BeachHR

79 79 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200879 ENGAGED PROJECT THIS MONTH (GENERAL ADMIN) GA TASKS 1.N’orch Building: completed the Air-Condition 2.New World Building: Work on the floor plan & discussion of the hand over date 3.Grand Building in Hanoi:  3 rd Floor: Completed  4 th & 5 th Floor: Under construction 4. Changing Company’s Address of Head Office: Approved by MOF. 5. Asset CheckingGA

80 80 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200880 PLANNING PROJECT NEXT MONTH (HR) 1.Proposal Extra Benefits To Employees 2.Recruitment some pending jobs (Investment Specialist/Collector/Premium Collection etc.) 3.Office Redecoration For 8 th Fl. N’orch Building (add more station)HR

81 81 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200881 PLANNING PROJECT NEXT MONTH (HR) TRAINING COURES 1.Chinese Class For Office Staffs (02 Classes: Basic & Advance) – Open on 3 & 4 Sep., 08HR

82 82 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200882 PLANNING PROJECT NEXT MONTH (GA) GA TASKS 1.New World Building (HCM): Find The Construction Company 2.Grand Building (HN): Complete Decoration For 4 th & 5 th Floor 3.Office Equipment Purchasing For Grand Building (HN)GA

83 83 Cathay Life Insurance Ltd. (Vietnam) 29 Aug 200883 Thank You For Your Attention HR & GA


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