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Form_N1_Oct19.pdf
... Reference No. (Company Registration No. for an authorized insurer and Insurance Intermediary Licence No. for a licensed insurance agency/licensed insurance broker company) † Type of Principal □ Authorized Insurer □ Licensed Insurance Agency □ Licensed Insurance Broker Company Name of Principal Details of...
https://www.ia.org.hk/english/infocenter/forms/files/Form_N1_Oct19.pdf -
Date: 2020-06-24
... procedures, that when more than one type of Long Term Insurance products, or a hybrid of different types, are available to meet clients’ specific needs and financial circumstances, Members should not confine the options to a single type of products or to products of a single provider. - 2 - 8. Only in cases...
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
... different types of licence, there will be two cut-off dates for deemed licensees who have not yet submitted their new licence applications: Licence Type Cut-off Date • licensed insurance agency; or • licensed insurance broker company 6:00 pm on 4 July 2022 (Monday) • licensed individual insurance agent...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_Cut-off_dates_for_deemed_licensee_applications_20220321_ENG.pdf -
Date: 2022-05-31
... Representative (Agent)/Technical Representative (Broker) † Type of Licensed Insurance Intermediary Name Insurance Intermediary Licence No. Effective Date of Termination (DD/MM/YY) Reason for Termination □ Licensed Insurance Agency □ Licensed Individual Insurance Agent □ Licensed Technical Representative (Agent...
https://www.ia.org.hk/english/infocenter/forms/files/Supplemental_Termination_of_Appointment.pdf -
Date: 2022-01-06
... Representative (Agent)/Technical Representative (Broker) † Type of Licensed Insurance Intermediary Name Insurance Intermediary Licence No. Effective Date of Termination (DD/MM/YY) Reason for Termination □ Licensed Insurance Agency □ Licensed Individual Insurance Agent □ Licensed Technical Representative (Agent...
https://www.ia.org.hk/english/infocenter/forms/files/Supplemental_Termination_of_Appointment.pdf -
Date: 2022-05-31
... Representative (Agent)/Technical Representative (Broker) † Type of Licensed Insurance Intermediary Name Insurance Intermediary Licence No. Effective Date of Termination (DD/MM/YY) Reason for Termination □ Licensed Insurance Agency □ Licensed Individual Insurance Agent □ Licensed Technical Representative (Agent...
https://www.ia.org.hk/english/infocenter/forms/files/Supplemental_Termination_of_Appointment.pdf -
Date: 2020-06-24
... following information must be disclosed in addition to the existing product disclosure requirements: (i) Objective(s) of buying the product is(are) clearly stated; (ii) Type and nature of the product is clearly stated (e.g. “The product is a long term insurance plan underwritten by [name of insurer] and is...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/6_HKFI_Initiative_on_FNA_v6_1_6_2018_20190823.pdf -
Date: 2019-12-20
... Insurance Agent Licensed Technical Representative (Agent) Licensed Technical Representative (Broker) Licensed Insurance Broker Company Type Business Entity Individual Licensed Insurance Broker Transitional Arrangements for Deemed Licensees Commencement of New Regulatory Regime on 23 September 2019 Enhance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/New_regime_brochure_Eng.pdf -
Date: 2020-07-16
... refer to the fulfillment ratio of a product series with the features that are similar to what you are interested in, such as the type of non-guaranteed benefits and product type. Reminder The fulfillment ratio may serve as a reference of past performance for policyholders, but...
https://www.ia.org.hk/english/participating_policy/how_to_choose_participating_policy.html -
Date: 2024-01-18
... to encourage greater use of E- learning Activities, the cap on the number of CPD hours that can be obtained through Type 1 and Type 7 E-learning Activities for each Assessment Period is lifted permanently. This means that there is no longer any cap on the number of CPD hours to be earned through...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/CPD_Circular_25032022_Eng.pdf -
Date: 2022-05-31