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GL30_English.pdf
... follow the FNA requirements as if the rider or top-up is a new life insurance policy. 5 (a) the policy is: (i) a non-participating endowment product with guaranteed payment of not less than the total premium paid upon maturity; or (ii) a universal life product providing a surrender value which is not...
https://www.ia.org.hk/english/legislative_framework/files/GL30_English.pdf -
Date: 2020-09-24
[PDF]
Financial_needs.pdf
... follow the FNA requirements as if the rider or top-up is a new life insurance policy. 5 (a) the policy is: (i) a non-participating endowment product with guaranteed payment of not less than the total premium paid upon maturity; or (ii) a universal life product providing a surrender value which is not...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Financial_needs.pdf -
Date: 2020-06-24
[PDF]
GL30.pdf
... follow the FNA requirements as if the rider or top-up is a new life insurance policy. 5 (a) the policy is: (i) a non-participating endowment product with guaranteed payment of not less than the total premium paid upon maturity; or (ii) a universal life product providing a surrender value which is not...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL30.pdf -
Date: 2019-11-29
... America) (item 27) Jama'at al-Tawhid wa'al-Jihad (JTJ) (item 78) You should review your records carefully to see whether you have had, or currently have, accounts, transactions or dealings with the named individuals or entities. If such review reveals any suspicious accounts...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/circular241104.html -
Date: 2017-06-23
[PDF]
GL16.pdf
... of the Board, the Controller and the Appointed Actuary 4.1 It is the duty of the Controller, as specified under section 13A(12) of the Ordinance, to ensure that requirements set out in this Guideline and the relevant ICPs are observed throughout the life cycle of all long term (except Class C...
https://www.ia.org.hk/english/legislative_framework/files/GL16.pdf -
Date: 2020-09-24
...) of the questions for the purposes of proper assessment of the customer’s particular circumstances, provided that such addition or modification complies with the requirements set out in paragraph 6.5 of the Guideline. Q5 Can authorized insurers or licensed insurance intermediaries directly ask the...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL30..pdf -
Date: 2020-09-24
...) of the questions for the purposes of proper assessment of the customer’s particular circumstances, provided that such addition or modification complies with the requirements set out in paragraph 6.5 of the Guideline. Q5 Can authorized insurers or licensed insurance intermediaries directly ask the...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL30..pdf -
Date: 2020-12-21
... categorized based on the major nature. Explanatory Note: (a) Representation of Information (e.g. presentation of product features, policy terms and conditions, premium paying terms or returns on investment, dividend or bonus shown on benefit illustrations, etc.) (b) Claims (e.g. dispute on the result of...
https://www.ia.org.hk/english/infocenter/statistics/files/Summary_Complaints_received_by_IA_20170626_20180331_Eng.pdf -
Date: 2020-09-28
... features, policy terms and conditions, premium paying terms or returns on investment, dividend or bonus shown on benefit illustrations, etc. ) 164 Claims (e.g. dispute on the result of claims assessment or settlement amount, etc. ) 113 Business or Operations (e.g. matters related to cancellation or renewal...
https://www.ia.org.hk/english/infocenter/statistics/files/Summary_Complaints_received_by_IA_20170626_to_20171231_Eng.pdf -
Date: 2020-09-28
... features, policy terms and conditions, premium paying terms or returns on investment, dividend or bonus shown on benefit illustrations, etc. ) 119 Claims (e.g. dispute on the result of claims assessment or settlement amount etc. ) 67 Business or Operations (e.g. complaints related to cancellation or...
https://www.ia.org.hk/english/infocenter/statistics/files/Summary_Complaints_received_by_IA_20180101_to_20180630_Eng.pdf -
Date: 2020-09-28