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⏭..., where the premiums are that of the recommended products and the amounts of liquid asset should be that identified during the “Know Your Client” procedures; 13.2 the lock-up periods (i.e. when any charge or fee applicable for total or partial withdrawal or surrender of policy); 13.3 if there are any...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN12_on_Product_Recommend_for_LT_v2_13_10_2015_eg19.pdf -
Date: 2019-12-20
... to and/or for correction of your personal data held by the IA. Please complete a “Data Access Request Form” and send it by post to the Data Privacy Officer of the IA at 19/F, 41 Heung Yip Road, Wong Chuk Hang, Hong Kong for processing of your request. The IA has the right to charge a reasonable fee...
https://www.ia.org.hk/english/infocenter/forms/files/FormA2OnlinePortalApplicationforOpeningofSupervisorAccount.pdf -
Date: 2019-09-22
... features of any particular insurance product which can help mitigate the risk, then this is likely to be regarded as regulated activities. Q6: In return for each successful referral of a client by a bank staff to an insurer or licensed insurance intermediary, the bank receives a referral fee from the...
https://www.ia.org.hk/english/legislative_framework/files/Explanatory_Note_on_Licensing_Requirements_for_Banking_Sector.pdf -
Date: 2021-10-12
... features of any particular insurance product which can help mitigate the risk, then this is likely to be regarded as regulated activities. Q6: In return for each successful referral of a client by a bank staff to an insurer or licensed insurance intermediary, the bank receives a referral fee from the...
https://www.ia.org.hk/english/legislative_framework/files/Explanatory_Note_on_Licensing_Requirements_for_Banking_Sector.pdf -
Date: 2020-07-06
... features of any particular insurance product which can help mitigate the risk, then this is likely to be regarded as regulated activities. Q6: In return for each successful referral of a client by a bank staff to an insurer or licensed insurance intermediary, the bank receives a referral fee from the...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Explanatory_Note_on_Licensing_Requirements_for_Banking_Sector.pdf -
Date: 2019-11-29
[PDF]
20201007_N3_Eng.pdf
... post to the Data Privacy Officer of the IA at 19/F, 41 Heung Yip Road, Wong Chuk Hang, Hong Kong for processing of the request. The IA has the right to charge a reasonable fee for processing any such request. Enquiries Any enquiries regarding the personal data collected, used or transferred by the IA...
https://www.ia.org.hk/english/infocenter/forms/files/20201007_N3_Eng.pdf -
Date: 2022-01-06
[PDF]
N4_Eng_Dec_2020.pdf
... the IA at 19/F, 41 Heung Yip Road, Wong Chuk Hang, Hong Kong for processing of the request. The IA has the right to charge a reasonable fee for processing any such request. Enquiries Any enquiries regarding the personal data collected, used or transferred by the IA, or requests for access to and/or...
https://www.ia.org.hk/english/infocenter/forms/files/N4_Eng_Dec_2020.pdf -
Date: 2022-01-06