{"id":246,"date":"2022-09-04T23:15:58","date_gmt":"2022-09-04T23:15:58","guid":{"rendered":"https:\/\/wells-ins.com\/?p=246"},"modified":"2023-02-14T05:53:27","modified_gmt":"2023-02-14T05:53:27","slug":"trustapplication","status":"publish","type":"post","link":"https:\/\/wells-ins.com\/zh\/application-tips\/trustapplication\/","title":{"rendered":"\u300c\u9999\u6e2f\u306b\u884c\u304b\u306a\u3044\u3068\u9999\u6e2f\u306e\u4fdd\u967a\u306b\u52a0\u5165\u3067\u304d\u306a\u3044\u300d\u306f\u30db\u30f3\u30c8\u2049"},"content":{"rendered":"\n

\u3053\u3093\u306b\u3061\u306f\u3001Wells Insurance Hong Kong<\/span><\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n

(*)\u4ee5\u4e0b\u306e\u5185\u5bb9\u306f\u3001\u7279\u5b9a\u5546\u54c1\u306e\u8ca9\u58f2\u3084\u3001\u8cfc\u5165\u3078\u306e\u52e7\u8a98\u3092\u610f\u56f3\u3057\u305f\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u65e5\u672c\u975e\u5c45\u4f4f\u8005\u306b\u5bfe\u3057\u3001\u56fd\u5916\u306b\u304a\u3051\u308b\u8cc7\u7523\u904b\u7528\u306e\u4e00\u822c\u7684\u306a\u60c5\u5831\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306e\u307f\u3092\u76ee\u7684\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/em><\/span><\/p>\n\n\n\n

\u300c\u9999\u6e2f\u306b\u884c\u304b\u306a\u3044\u3068\u9999\u6e2f\u306e\u4fdd\u967a\u306b\u52a0\u5165\u3067\u304d\u306a\u3044\u300d\u306f\u30db\u30f3\u30c8\u2049<\/h2>\n\n\n\n

\u5f0a\u793e\u306f\u5e38\u65e5\u9803\u300c\u9999\u6e2f\u306e\u4fdd\u967a\u5546\u54c1\u306b\u7533\u3057\u8fbc\u3080\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u306f\u3001\u65e5\u672c\u975e\u5c45\u4f4f\u8005\u306e\u307f\u306b\u4e0e\u3048\u3089\u308c\u305f\u7279\u6a29\u3067\u3059<\/span><\/strong>\u300d\u3068\u8a00\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u3093\u306a\u3053\u3068\u3092\u805e\u304f\u3068\u300c\u6d77\u5916\u5728\u4f4f\u3067\u306f\u3042\u308b\u304c\u3001\u9999\u6e2f\u306b\u4f4f\u3093\u3067\u3044\u306a\u3044\u306e\u3067\u7533\u3057\u8fbc\u3081\u307e\u305b\u3093<\/span><\/strong>\u300d\u3068\u601d\u3046\u4eba\u3082\u3044\u308b\u304b\u3082\u77e5\u308c\u307e\u305b\u3093\u304c\u3001\u8ae6\u3081\u308b\u306e\u306f\u65e9\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

\u5b9f\u306f\u3001\u4f4f\u3093\u3067\u3044\u308b\u56fd(\u5f53\u7136\u65e5\u672c\u4ee5\u5916)\u306b\u3088\u3063\u3066\u306f\u3001\u4e00\u90e8\u306e\u9999\u6e2f\u306e\u4fdd\u967a\u4f1a\u793e\u3067\u306f\u300c\u52a0\u5165\u5e0c\u671b\u8005\u304c\u4fe1\u8a17\u3092\u8a2d\u7acb\u3057\u3066\u4fe1\u8a17\u304c\u540d\u7fa9\u4eba\u3068\u306a\u3063\u3066\u4fdd\u967a\u306b\u52a0\u5165\u3057\u3001\u5e0c\u671b\u8005\u306f\u76e3\u7763\u4eba\u3068\u3057\u3066\u5951\u7d04\u3092\u7ba1\u7406\u3059\u308b\u3068\u3044\u3046\u65b9\u6cd5\u300d\u304c\u8a8d\u3081\u3089\u308c\u3066\u3044\u307e\u3059(*1)<\/span><\/em>\u3002\u3053\u308c\u3060\u3051\u805e\u3044\u3066\u3082\u4f55\u3092\u8a00\u3063\u3066\u3044\u308b\u304b\u3055\u3063\u3071\u308a\u5206\u304b\u3089\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u8981\u306f\u5b9f\u8cea\u7684\u306b\u9999\u6e2f\u306b\u6e21\u822a\u3059\u308b\u3053\u3068\u306a\u304f\u4fdd\u967a\u5546\u54c1\u306b\u52a0\u5165\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b<\/span><\/strong>\u306e\u3067\u3059\u3002<\/p>\n\n\n\n

\u4fe1\u8a17\u3092\u5229\u7528\u3057\u305f\u4fdd\u967a\u52a0\u5165\u306e\u624b\u9806<\/h2>\n\n\n\n
  1. \u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\/\u30d6\u30ed\u30fc\u30ab\u30fc\u304c\u304a\u5ba2\u69d8\u306e\u30cb\u30fc\u30ba\u3092\u30d2\u30a2\u30ea\u30f3\u30b0 \u2192 \u5546\u54c1\u306e\u9078\u5b9a<\/li>
  2. \u7533\u8fbc\u5546\u54c1\u304c\u6c7a\u5b9a<\/li>
  3. \u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\/\u30d6\u30ed\u30fc\u30ab\u30fc\u306e\u30a2\u30b7\u30b9\u30c8\u306b\u3088\u308a\u3001\u304a\u5ba2\u69d8\uff1d\u88ab\u4fdd\u967a\u8005(Client)<\/span><\/strong>\u304c\u76e3\u7763\u4eba(Settlor)<\/span><\/strong>\u3068\u3057\u3066\u4fe1\u8a17(Trust)<\/span><\/strong>\u3092\u8a2d\u7acb\u3002<\/li>
  4. \u304a\u5ba2\u69d8<\/span><\/strong>\u3068\u4fe1\u8a17\u306e\u53d7\u8a17\u8005(Trustee)<\/span><\/strong>\u304c\u4fe1\u8a17\u8a2d\u7acb\u5408\u610f\u66f8(Trust Agreement Form)<\/strong>\u306b\u7f72\u540d<\/li>
  5. \u53d7\u8a17\u8005<\/span><\/strong>\u304c\u304a\u5ba2\u69d8\u306b\u4ee3\u308f\u3063\u3066\u540d\u7fa9\u4eba(Policy Owner)\u3068\u3057\u3066\u4fdd\u967a\u5951\u7d04\u3092\u7533\u8fbc<\/strong><\/span><\/li>
  6. \u53d7\u8a17\u8005<\/span><\/strong>\u306b\u3088\u3063\u3066\u4f5c\u6210\u53ca\u3073\u7f72\u540d\u3055\u308c\u305f\u300c\u9867\u5ba2\u8ca1\u52d9\u5206\u6790\u8868(Financial Needs Analysis)<\/strong>\u300d\u3084\u4fdd\u967a\u5951\u7d04\u306e\u7533\u8fbc\u66f8\u985e\u3092\u3001\u304a\u5ba2\u69d8\u304c\u8a8d\u8a3c<\/span><\/strong>\u3002<\/li>
  7. \u304a\u5ba2\u69d8\u306b\u3088\u3063\u3066\u8a8d\u8a3c\u3055\u308c\u305f\u300c\u9867\u5ba2\u8ca1\u52d9\u5206\u6790\u8868(Financial Needs Analysis)\u300d\u3084\u4fdd\u967a\u5951\u7d04\u306e\u7533\u8fbc\u66f8\u985e\u3092\u30d6\u30ed\u30fc\u30ab\u30fc\u304c\u4fdd\u967a\u4f1a\u793e\u306b\u63d0\u51fa<\/li>
  8. \u4fdd\u967a\u4f1a\u793e\u306b\u3088\u3063\u3066\u7533\u3057\u8fbc\u307f\u304c\u4e86\u627f\u3055\u308c\u305f\u5834\u5408\u3001\u4fdd\u967a\u4f1a\u793e\u304c\u8a3c\u5238(Policy)\u3092\u767a\u884c\u3055\u308c\u3001\u53d7\u8a17\u8005\u306bePolicy\u306e\u30ed\u30b0\u30a4\u30f3\u60c5\u5831\u3068\u8a3c\u5238\u53d7\u9818\u78ba\u8a8d\u66f8\u304c\u4ed8\u4e0e<\/span><\/strong><\/li>
  9. \u53d7\u8a17\u8005\u306f\u8a3c\u5238\u767a\u884c\u304b\u308921\u65e5\u4ee5\u5185\u306b\u8a3c\u5238\u53d7\u9818\u78ba\u8a8d\u66f8\u3092\u4fdd\u967a\u4f1a\u793e\u3078\u8fd4\u9001<\/li><\/ol>\n\n\n\n

    \u4fdd\u967a\u5951\u7d04\u3092\u6240\u6709\u305b\u305a\u306b\u652f\u914d\u3059\u308b<\/h2>\n\n\n\n

    \u4e0a\u8a18\u306e\u65b9\u6cd5\u3067\u306f\u3001\u304a\u5ba2\u69d8\u306f\u4fe1\u8a17\u5951\u7d04\u3092\u7d50\u3076\u306e\u3067\u3042\u3063\u3066\u3001\u4fdd\u967a\u306b\u52a0\u5165\u3059\u308b\u308f\u3051\u3067\u306f\u306a\u304f\u3001\u3042\u304f\u307e\u3067\u4fdd\u967a\u5951\u7d04\u306e\u540d\u7fa9\u4eba\u306f\u4fe1\u8a17\/\u53d7\u8a17\u8005\u3067\u3059\u304c\u3001\u304a\u5ba2\u69d8\u306f\u76e3\u7763\u4eba\uff1d\u5b9f\u8cea\u7684\u652f\u914d\u8005<\/span><\/strong>\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u300c\u6240\u6709\u305b\u305a\u306b\u652f\u914d\u3059\u308b<\/strong>\u300d\u3053\u3068\u306b\u306a\u308b\u308f\u3051\u3067\u3059\u304b\u3089\u3001\u4fdd\u967a\u8cc7\u7523\u306e\u4e00\u90e8\u53d6\u308a\u5d29\u3057\u3084\u6255\u8fbc\u306e\u505c\u6b62\u3068\u3044\u3063\u305f\u624b\u7d9a\u304d\u306f\u304a\u5ba2\u69d8\u306e\u610f\u306e\u307e\u307e\u3067\u3059\u3057\u3001\u4e00\u5b9a\u306e\u671f\u9593\u3092\u7f6e\u3044\u305f\u5f8c\u306f\u540d\u7fa9\u4eba\u3092\u53d7\u8a17\u8005\u304b\u3089\u304a\u5ba2\u69d8\u306b\u5909\u66f4\u3059\u308b\u3053\u3068\u3082\u53ef\u80fd\u3067\u3059(*2)<\/span><\/em><\/p>\n\n\n\n

    \u9577\u671f\u7684\u304b\u3064\u5b89\u5b9a\u7684\u306a\u8cc7\u7523\u904b\u7528\u3067\u306f\u3001\u6295\u8cc7\u3092\u65e9\u304f\u59cb\u3081\u308b\u3053\u3068\u304c\u91cd\u8981<\/h2>\n\n\n\n

    \u9999\u6e2f\u306e\u4fdd\u967a\u5546\u54c1\u3067\u3059\u304b\u3089\u3001\u3082\u3061\u308d\u3093\u9999\u6e2f\u5185\u3067\u52a0\u5165\u624b\u7d9a\u304d\u304c\u3067\u304d\u308b\u306b\u8d8a\u3057\u305f\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u4fe1\u8a17\u30b9\u30ad\u30fc\u30e0\u3092\u5229\u7528\u3059\u308b\u3088\u308a\u306f\u66f8\u985e\u306e\u91cf\u3082\u5c11\u306a\u304f\u3001\u624b\u7d9a\u304d\u3082\u30b7\u30f3\u30d7\u30eb\u3067\u3059\u3057\u3001\u4f55\u3088\u308a\u9999\u6e2f\u3068\u3044\u3046\u5834\u6240\u3092\u305d\u306e\u76ee\u3067\u898b\u3066\u3044\u305f\u3060\u304f\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u306e\u3067\u3001\u65e5\u5e30\u308a\u3067\u3082\u9999\u6e2f\u306b\u6765\u308c\u308b\u306e\u3067\u3042\u308c\u3070\u6765\u3066\u3044\u305f\u3060\u304f\u3053\u3068\u3092\u304a\u52e7\u3081\u3057\u307e\u3059\u3002\u3068\u306f\u8a00\u3048\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u4ee5\u964d\u3001\u5916\u56fd\u3068\u306e\u5f80\u6765\u304c\u4ee5\u524d\u3088\u308a\u3082\u6c17\u697d\u306b\u3067\u304d\u308b\u3082\u306e\u3067\u306f\u306a\u304f\u306a\u3063\u305f\u3053\u3068\u306f\u78ba\u304b\u3067\u3059\u3057\u3001\u9577\u671f\u7684\u304b\u3064\u5b89\u5b9a\u7684\u306a\u8cc7\u7523\u904b\u7528\u3067\u306f\u3001\u6295\u8cc7\u3092\u65e9\u304f\u59cb\u3081\u308b\u3053\u3068\u304c\u4f55\u3088\u308a\u3082\u91cd\u8981\u306a\u308f\u3051\u3067\u3059\u304b\u3089\u3001\u300c\u9999\u6e2f\u306e\u4fdd\u967a\u306b\u5165\u308a\u305f\u3044\u3093\u3060\u3051\u3069\u3001\u5f53\u9762\u9999\u6e2f\u306b\u884c\u304f\u4e88\u5b9a\u306f\u7121\u3044\u306a\uff5e\u300d\u3068\u3044\u3046\u65b9\u3067\u3057\u305f\u3089\u3001\u3053\u306e\u4fe1\u8a17\u3092\u6d3b\u7528\u3057\u305f\u30b9\u30ad\u30fc\u30e0\u306f\u4e00\u8003\u306b\u5024\u3059\u308b\u306e\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n\n\n\n

    (*1) \u4fdd\u967a\u4f1a\u793e\u306b\u3088\u3063\u3066\u540c\u30b9\u30ad\u30fc\u30e0\u306e\u5229\u7528\u304c\u8a8d\u3081\u3089\u308c\u308b\u5c45\u4f4f\u56fd\u3084\u5546\u54c1\u304c\u7279\u5b9a\u3055\u308c\u3066\u304a\u308a\u3001\u4fdd\u967a\u4f1a\u793e\u306b\u3088\u3063\u3066\u306f\u540c\u30b9\u30ad\u30fc\u30e0\u81ea\u4f53\u3092\u5c0e\u5165\u3057\u3066\u3044\u306a\u3044\u3068\u3053\u308d\u3082\u3042\u308a\u307e\u3059\u3002<\/span><\/em><\/p>\n\n\n\n

    (*2) \u4fdd\u967a\u4f1a\u793e\u306b\u3088\u3063\u3066\u30eb\u30fc\u30eb\u304c\u7570\u306a\u308a\u307e\u3059\u3002<\/span><\/em><\/p>\n\n\n\n

    <\/p>\n","protected":false},"excerpt":{"rendered":"

    \u3053\u3093\u306b\u3061\u306f\u3001Wells Insurance Hong Kong\u3067\u3059\u3002\u5f0a\u793e\u306f\u5e38\u65e5\u9803\u300c\u9999\u6e2f\u306e\u4fdd\u967a\u5546\u54c1\u306b\u7533\u3057\u8fbc\u3080\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u306f\u3001\u65e5\u672c\u975e\u5c45\u4f4f\u8005\u306e\u307f\u306b\u4e0e\u3048\u3089\u308c\u305f\u7279\u6a29\u3067\u3059\u300d\u3068\u8a00\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u3093\u306a\u3053\u3068\u3092\u805e\u304f\u3068\u300c\u6d77\u5916\u5728\u4f4f\u3067\u306f\u3042\u308b\u304c\u3001\u9999\u6e2f\u306b\u4f4f\u3093\u3067\u3044\u306a\u3044\u306e\u3067\u7533\u3057\u8fbc\u3081\u307e\u305b\u3093\u300d\u3068\u601d\u3046\u4eba\u3082\u3044\u308b\u304b\u3082\u77e5\u308c\u307e\u305b\u3093\u304c\u3001\u8ae6\u3081\u308b\u306e\u306f\u65e9\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/p>\n","protected":false},"author":1,"featured_media":248,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[5],"tags":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/wells-ins.com\/zh\/wp-json\/wp\/v2\/posts\/246"}],"collection":[{"href":"https:\/\/wells-ins.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wells-ins.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wells-ins.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wells-ins.com\/zh\/wp-json\/wp\/v2\/comments?post=246"}],"version-history":[{"count":8,"href":"https:\/\/wells-ins.com\/zh\/wp-json\/wp\/v2\/posts\/246\/revisions"}],"predecessor-version":[{"id":466,"href":"https:\/\/wells-ins.com\/zh\/wp-json\/wp\/v2\/posts\/246\/revisions\/466"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wells-ins.com\/zh\/wp-json\/wp\/v2\/media\/248"}],"wp:attachment":[{"href":"https:\/\/wells-ins.com\/zh\/wp-json\/wp\/v2\/media?parent=246"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wells-ins.com\/zh\/wp-json\/wp\/v2\/categories?post=246"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wells-ins.com\/zh\/wp-json\/wp\/v2\/tags?post=246"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}