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⏭... xii. Taxation xiii. Sales Practice A. Customer Protection Requirements Relating to Sale of Investment Linked Assurance Schemes B. Information to be Communicated in Sales Process C. Principal Brochure D. Cooling-off Period E. Customer Protection Declaration xiv. Ethics xv. Illustration Documents A....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/6.IL_syllabus_eng_2017.pdf -
Date: 2019-12-02
... contract? A16 To align with the Guideline on Cooling-off Period (i.e. GL 29) which requires the life insurance policy be delivered to the customer within nine (9) calendar days of the date of policy issuance, it is acceptable for authorized insurers to enclose a copy of the signed IFS-PR at the same time...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL27.pdf -
Date: 2020-09-24
... contract? A16 To align with the Guideline on Cooling-off Period (i.e. GL 29) which requires the life insurance policy be delivered to the customer within nine (9) calendar days of the date of policy issuance, it is acceptable for authorized insurers to enclose a copy of the signed IFS-PR at the same time...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL27.pdf -
Date: 2020-12-21
... intermediaries to make upfront disclosure at the point of sale and requiring an extended cooling-off period of no less than 30 calendar days for policyholders to seek professional advice if necessary. 2. Promoting virtual onboarding The IA encourages the industry to conduct trials...
https://www.ia.org.hk/english/digital_onboarding/promotion_of_insurtech_development.html -
Date: 2024-01-18
... intermediaries’ remuneration, the need to complete the post-sale call, the 21-day cooling-off period etc. The IFS/AD must be duly signed by the client. 5.3 Member has the duty to put in place a proper mechanism to ensure full understanding of the above by the client, as evidenced in the IFS/AD. 6. Post-sale...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_PIBA_Guidance_Note_on_Conducting_Investment_Linked_Business_v1_24_12_2014_eg19.pdf -
Date: 2019-12-20
[PDF]
syll-15.pdf
.../Non-Participating Policies B. With-Profits/Participating Policies C. Comparison Criteria xii. Taxation xiii. Sales Practice A. Customer Protection Requirements Relating to Sale of Investment Linked Assurance Schemes B. Information to be Communicated in Sales Process C. Principal Brochure D. Cooling-off Period E....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/syll-15.pdf -
Date: 2019-12-02
[PDF]
Agent_Code_Eng.pdf
... which apply to them in the guidelines issued by the IA on anti- money laundering and counter-terrorist financing and (specifically relating to life insurance policies) on financial needs analysis, cooling-off period, investment- linked assurance scheme products, gifts and policy replacement. 3.2 In...
https://www.ia.org.hk/english/legislative_framework/files/Agent_Code_Eng.pdf -
Date: 2020-06-01
[PDF]
Broker_Code_Eng.pdf
... relating to life insurance policies) on financial needs analysis, cooling-off period, investment- linked assurance scheme products, gifts and policy replacement. 3.2 In addition (as denoted in Standard and Practice 1.2) licensed insurance brokers should comply with requirements of other regulatory...
https://www.ia.org.hk/english/legislative_framework/files/Broker_Code_Eng.pdf -
Date: 2020-06-01
... which apply to them in the guidelines issued by the IA on anti- money laundering and counter-terrorist financing and (specifically relating to life insurance policies) on financial needs analysis, cooling-off period, investment- linked assurance scheme products, gifts and policy replacement. 3.2 In...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/CodeofConductforLicensedInsuranceAgents.pdf -
Date: 2020-06-24
... relating to life insurance policies) on financial needs analysis, cooling-off period, investment- linked assurance scheme products, gifts and policy replacement. 3.2 In addition (as denoted in Standard and Practice 1.2) licensed insurance brokers should comply with requirements of other regulatory...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/CodeofConductforLicensedInsuranceBrokers.pdf -
Date: 2020-06-24