企業(yè)運(yùn)營風(fēng)險調(diào)查表BusinessRisksSurveyForm

1、企業(yè)運(yùn)營風(fēng)險調(diào)查表rmCompany Name 企業(yè)名稱:Contact Person 聯(lián)系人:Address 地址: Tel : Our purpose of this survey我們此次的調(diào)查目的：In order to let you identify, minimize and, in some instances, eliminate business risks, this survey is to help you strengthen your insurance program and provides guidelines for us to know you bette

2、r, in order for us to :1. Identify and analyzing the events that may cause losses to you, which you may have overlook.2. Propose to you the better way to deal with each of these potentials for loss.為了能更有效的讓您可以防止、減少或排除甚至消除您可能面對的風(fēng)險,我們?yōu)槟鷾?zhǔn)備的調(diào)查表可能可以協(xié)助您來增強(qiáng)您現(xiàn)有保單的保證,同時讓我們對您有更清楚的了解,以便我們可以:1. 指出并分析某個事件可能帶來的損失

3、,及時給與您做一個提醒.2. 對您可能會面對的不同風(fēng)險提出一些建議及報告.Fixed Asset固定資廣Type of Asset固定資產(chǎn)種類Possible Risk可能面臨的風(fēng)險What is your view?您的看法如何？Your Risk Protection Program保證風(fēng)險的方案What is your action您的行動Important重要NotImportant不重要Others其它Type of risk protection program您的風(fēng)險保證方案要評估Review已有Insured自保SelfInsuredFactory, Warehouse, Of

4、fice.廠房、倉庫、辦公室Natural disaster 自然災(zāi)害Property Insurance財產(chǎn)綜合保險By means of accident 意夕卜事故Property All Risk Insurance財產(chǎn)一切保險Cause by Malicious Act惡意行為引起的電子、機(jī)械設(shè)備Electronic Equipment,MachineriesNatural disaster 自然災(zāi)害Machineries All Risk Insurance機(jī)械設(shè)備損失險By means of accident 意夕卜事故Cause by Malicious Act惡意行為引起的I

5、ncompetent cause員工操作不當(dāng)Movable Asset流動資產(chǎn)Type of Movable AssetPossible RiskWhat is your view?您的看法為何？Your Risk Protection Program風(fēng)險保證的方案What is your action您的行動流動資產(chǎn)種類可能造成的損失Important重要NotImportant不重要Others其它Type of risk protection program您的風(fēng)險保證方案要評估Review已有Insured自保SelfInsuredMoney現(xiàn)金In the premises 在營業(yè)場

6、所中Money InsuranceDuring Transportation在運(yùn)輸途中現(xiàn)金保險固定資產(chǎn)Type of Asset固定資產(chǎn)種類Possible Risk可能造成的損失What is your view?您的看法如何？Your Risk Protection Program風(fēng)險保證的方案What is your action您的行動Important重要NotImportant不重要Others其它Type of risk protection program您的風(fēng)險保證方案要評估Review已有Insured自保SelfInsuredAutomobile機(jī)動車險Third par

7、ty Liabilities (excluding by law)第三者責(zé)任(除了規(guī)定的交強(qiáng)險)Automobile Insurance機(jī)動車輛保險Windscreen 玻璃破碎險Passengers Risk 車上人員險Robbery and Theft 全車盜竊險Products/ Stocks/Machinery產(chǎn)品/貨物/機(jī)械During Transportation or loading and unloading在裝卸及運(yùn)輸過程中Marine Cargo All Risk Insurance貨物運(yùn)輸一切險Marine Cargo Insurance貨物運(yùn)輸綜合險Fixed Asse

8、tPossible Risk隱藏的風(fēng)險Type of Liabilities責(zé)任的種類What is your view?您的看法為何？Your Risk Protection Program風(fēng)險保證的方案What is your action您的行動Important重要NotImportant不重要Others其它Type of risk protection program您的風(fēng)險保證方案要評估Review已有Insured自保SelfInsured工作時間外的人身傷害Liabilities to Employee 對雇員的責(zé)任Employers Liabilities Insuranc

9、e雇主責(zé)任險對外來人員的傷害Liabilities to Third Party 對第三者的責(zé)任Public Liabilities 公眾責(zé)任險因疏忽引起的責(zé)任Professional Liabilities 專業(yè)人員的責(zé)任Professional Indemnity專業(yè)人士責(zé)任險給與第三者造成的傷害Products Liabilities對產(chǎn)品應(yīng)承當(dāng)?shù)呢?zé)任Product Liabilities 產(chǎn)品責(zé)任險工作時間的工傷事宜By Law 國家法律規(guī)定Must一定要Workman Compensation By Law工傷保險/外來人員工傷保險Business Operational Risk運(yùn)

10、營面臨的風(fēng)險Type of Risk風(fēng)險種類Possible Hazard可能造成的損失What is your view?您的看法為何？Your Risk Protection Program風(fēng)險保證的方案What is your action您的行動Important重要NotImportant不重要Others其它Type of risk protection program您的風(fēng)險保證方案要評估Review已有Insured自保SelfInsuredBusiness Interruption營業(yè)中斷Following the loss of Property因財產(chǎn)損失Business

11、Interruption Insurance營業(yè)中斷險Following the loss of Machinery因機(jī)械損失Loss of Profit利潤損失Following the loss of Property 因財產(chǎn)損失Loss of Profit Insurance利潤損失險Case by Contagious Disease 因傳染病弓 1 起Dishonesty of Employee 因雇員的失信Fidelity Insurance雇員忠誠Liabilities Aspect法律責(zé)任Plan to protect your most valuable assets保證您的

12、最珍貴資產(chǎn)計戈 UYour PlanPossible MethodWhat is your view?您的看法如何？Type of program in-forceWhat is your action您的行動您的方案可能執(zhí)行的方法Interested有興趣NotInterested沒興趣Others其它您現(xiàn)有的方案要評估Review無需評估No Need toReview自保SelfInsured1. Tax Saving 合理合法避稅Medical Benefits 醫(yī)療福利2. Welfare提供福利Retire Benefits 養(yǎng)老福利3. Retention of Good Sta

13、ffHousing Benefits住房公積金保存人才Personal Accident人身意外傷害Business Continuation PlanProtect your Key-man保證您的關(guān)鍵人物企業(yè)延續(xù)方案Protect your Partnership Interest保證您的合伙股權(quán)利益Others 其他In this fast moving society, you hardly find time to sit down with our risk management consultant to discuss about our own personal plan.

14、We therefore would like to seek your opinions on the following:生活在這一個進(jìn)度神速的社會里,我們很難找到一個適宜的時間來與我們的風(fēng)險規(guī)劃師研究自身的風(fēng)險規(guī)劃方案,我們因此有幾個問題想要得到您的認(rèn)可后再為您提供這一方面的效勞：1. Do you think that it will be good for us to give a group talk on the subject of insurance to your staffs before or after your monthly meeting?您認(rèn)為我們在您開每月公

15、司會議前或者會議后,讓我們有15分鐘的時間來向您的員工們分享有關(guān)保險的事宜？2. Do you think that we should see your staffs in person to talk about financial planning? (10 minutes of their time)(Only upon their agreement, we will make a appointment with them during their lunch or rest time to further analyze their plan with them.)您認(rèn)為我們的參

16、謀們是否可以與您的每一個員工探討有關(guān)財務(wù)規(guī)劃的方案呢？(每一個人員只要10分鐘的時間)(我們會在得到他們(您的員工)的認(rèn)可后,與他們另行約見保證不影響他們的工作時間.)(We will take 15 minutes of your time) Yes 可以 No Yes可以 No不可以可以3. Do you think is alright for us to send at least one of our consultant to base in your office once every month to provides service to your company and s

17、taffs who had questions on the matter ofinsurance and or your company insurance? (Inclusive of those not taken up with us.) Yes 可以 No 不可以您認(rèn)為我們是否可以指派最少一位參謀,每月最少一次到貴公司去免費(fèi)提供與保險有關(guān)的事宜？(包括員工自己的保險單或是貴公司的商業(yè)保險單,包括不與我們購置的.)*Tell us your feeling給我們的評價Professional 專業(yè)Average 一般Need to Improve 需要改良Propaganda 噱頭No Good太差51. How do you find our survey?口口您認(rèn)為這一個調(diào)查的水平如何？2. Do you feel