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⏭... insurance agencies and licensed insurance broker companies be changed. Currently (i.e. prior to the promulgation of the proposed F&P Guideline), the minimum education standard for individual licensees is set at completion of Form 5 (i.e. no additional education requirement is required in respect of a...
https://www.ia.org.hk/english/infocenter/files/Conclusions_Paper_Eng_final.pdf -
Date: 2019-09-03
[PDF]
Eng_GL23_FPP.pdf
... and guideline made or issued under the Ordinance and other relevant Ordinances. 1.4 The criteria and matters set out in this Guideline are not intended to be exhaustive. This Guideline does not constitute legal advice. You should seek professional advice if you have any question relating to the...
https://www.ia.org.hk/english/legislative_framework/files/Eng_GL23_FPP.pdf -
Date: 2020-09-24
[PDF]
GuidelineonFitandProperCriteriaforLicensedInsuranceIntermediariesundertheInsuranceOrdinance.pdf
... and guideline made or issued under the Ordinance and other relevant Ordinances. 1.4 The criteria and matters set out in this Guideline are not intended to be exhaustive. This Guideline does not constitute legal advice. You should seek professional advice if you have any question relating to the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GuidelineonFitandProperCriteriaforLicensedInsuranceIntermediariesundertheInsuranceOrdinance.pdf -
Date: 2020-06-24
... and guideline made or issued under the Ordinance and other relevant Ordinances. 1.4 The criteria and matters set out in this Guideline are not intended to be exhaustive. This Guideline does not constitute legal advice. You should seek professional advice if you have any question relating to the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GuidelineonFitandProperCriteriaforLicensedInsuranceIntermediariesundertheInsuranceOrdinance_Brokers.pdf -
Date: 2020-06-24
[PDF]
Eng_GL23_FPP.pdf
... and guideline made or issued under the Ordinance and other relevant Ordinances. 1.4 The criteria and matters set out in this Guideline are not intended to be exhaustive. This Guideline does not constitute legal advice. You should seek professional advice if you have any question relating to the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Eng_GL23_FPP.pdf -
Date: 2019-09-10
... added on 31 August 2021.) Special Attention in relation to ILAS Products with Open Architecture (“OA ILAS Products”) Q 31A Further to the Professional Investor (“PI”) requirement as set out in Q&A 31, please specify any specific requirement(s) on licensed insurance intermediaries for selling OA ILAS...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/New_QNAs_to_Interpretation_Notes.pdf -
Date: 2021-12-10
... added on 31 August 2021.) Special Attention in relation to ILAS Products with Open Architecture (“OA ILAS Products”) Q 31A Further to the Professional Investor (“PI”) requirement as set out in Q&A 31, please specify any specific requirement(s) on licensed insurance intermediaries for selling OA ILAS...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/New_QNAs_to_Interpretation_Notes.pdf -
Date: 2021-09-09
... (Financial and Other Requirements for Licensed Insurance Broker Companies) Rules (the “Rules”) under the new regulatory regime for insurance intermediaries. The draft Rules are mainly modelled on the relevant requirements for insurance brokers set out in the Guideline on Minimum...
https://www.ia.org.hk/english/infocenter/press_releases/20181123.html -
Date: 2018-11-23
... of Insurtech through Insurtech Sandbox to help policyholders purchase suitable insurance products safely by using non-face-to-face channels. In order to protect the interests of policyholders, the IA also formulated a set of regulatory requirements for virtual onboarding via video...
https://www.ia.org.hk/english/digital_onboarding/promotion_of_insurtech_development.html -
Date: 2024-01-18