... 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
... 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
... 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
...) 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
... 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
... passwords to anyone. Set a password that is difficult to guess and different from ones you use for other online services, and change it regularly. Contact the Police immediately for assistance if you suspect that your personal data has been stolen. Do not visit suspicious websites, or open unknown emails or...
https://www.ia.org.hk/english/infocenter/files/Digital_onboarding_1_en.pdf -
Date: 2022-05-24
... early surrender / withdrawal charges within a prescribed period before the end of the term of the new life insurance policy. 5. Policy Set-up Cost and Remuneration for licensed insurance intermediaries – If you purchase a new life insurance policy, a substantial part of the initial premium may be used...
https://www.ia.org.hk/english/legislative_framework/files/GL27_English.pdf -
Date: 2020-09-24
... early surrender / withdrawal charges within a prescribed period before the end of the term of the new life insurance policy. 5. Policy Set-up Cost and Remuneration for licensed insurance intermediaries – If you purchase a new life insurance policy, a substantial part of the initial premium may be used...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Long_term_policy.pdf -
Date: 2020-06-24