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... package”). We are writing to enlist your continuous support in completing and submitting data as set out in the MA package, which forms an important part of QIS 2. Matching adjustment is an alternative discounting approach that reflects the assets held by individual companies based on their policies for...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/cir_20180813_2.pdf - Date: 2018-11-30
... If you encounter any questions in filling in the QIS template, please send the questions to rbcphase2@ia.org.hk using the Q&A template (i.e. item (4) above). We plan to set up a designated QIS webpage on our website with a Q&As corner to facilitate participants’ understanding of the QIS exercise. We...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/cir_20170728_2.pdf - Date: 2018-01-12
... (2 March). To minimise social contact and the risk of virus infection, members of the public are encouraged to make use of the IA’s hotline and online services as much as possible. The operating hours of the IA office and hotline services are set out on the IA website....
https://www.ia.org.hk/english/infocenter/press_releases/20200229.html - Date: 2020-02-29
[PDF] GL2.pdf
... period ending on a day within 2 years before the date the shares fall to be valued. “Most recent audited accounts” therefore refer to the latest set if there are more than one set of recent audited accounts. Rule 7 - Other unlisted shares 5.18 This rule provides that the value of any other unlisted share...
https://www.ia.org.hk/english/legislative_framework/files/GL2.pdf - Date: 2020-09-24
...  should  be  restrictions  on  the  offering  of  gifts when  distributors  promote  a  specific  investment product to investors.    1.2.   Following the SFC Consultation Conclusions, the SFC amended its Code of Conduct for  Persons Licensed by or Registered with  the SFC  ("SFC Code of Conduct")  to...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_HKFI_GN_Gifts_Promo_and_Incentives_v2_1_1_2014_20190823.pdf - Date: 2019-12-20
... contract becomes payable [s.2 Insurance (Levy) Order]. Note on Collection of Levy on Insurance Premium (Version 1.6) Page 3 respectively4. The relevant maximum amount payable for various types of premium payment pattern is set out in the Order and illustrated below. Premium Payment Pattern Levy Payable In...
https://www.ia.org.hk/english/portal_for_insurers/lisa/files/Notes_on_collection_of_Levy_on_Insurance_Premiumv2.pdf - Date: 2019-10-23
... respect of the new supervisory framework for multinational insurance groups (GWS framework), tentatively to be implemented in the first quarter of 2021. The main objective of the proposed Group Capital Rules is to set out the requirements in relation to capital, regulatory reporting and public...
https://www.ia.org.hk/english/infocenter/press_releases/20201228.html - Date: 2020-12-28
... Period, including a minimum of 3 CPD hours related to a topic which falls under “Ethics or Regulations” as specified in Annex 1. 3.2 Subject to the transitional arrangements as set out in Annex 3, licensed technical representatives (agent) who are licensed to carry on regulated activities in restricted...
https://www.ia.org.hk/english/legislative_framework/files/Eng_GL24_CPD.pdf - Date: 2020-09-24