... I: Disclosure Declaration”. 3) The applicant(s) must then tick one of either box A or B in “Section III: Suitability Declaration”. a) Box A should be ticked where the intermediary and the applicant(s) agree that the product is suitable for the applicant(s), based on the information provided by the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/5_HKFI_ILAS_Requirements_v5_14_7_2015_20190823.pdf -
Date: 2019-12-20
...) are responsible for verifying the information provided in this Application and any documents in connection with this Application. X. Contact Person Regarding Any Queries on This Application Name Position and Department Telephone No. Email Address † Please tick the appropriate box. 7 Form A5 Personal...
https://www.ia.org.hk/english/infocenter/forms/files/Agency_form.pdf -
Date: 2022-01-06
...) are responsible for verifying the information provided in this Application and any documents in connection with this Application. X. Contact Person Regarding Any Queries on This Application Name Position and Department Telephone No. Email Address † Please tick the appropriate box. 7 Form A5 Personal...
https://www.ia.org.hk/english/infocenter/forms/files/Agency_form.pdf -
Date: 2022-05-31
...) are responsible for verifying the information provided in this Application and any documents in connection with this Application. X. Contact Person Regarding Any Queries on This Application Name Position and Department Telephone No. Email Address † Please tick the appropriate box. 7 Form A5 Personal...
https://www.ia.org.hk/english/infocenter/forms/files/Agency_form.pdf -
Date: 2020-06-24
... Entrant Scheme (“CIES”), then the intermediary must explain these to the full satisfaction and understanding of the applicant(s) prior to signing. All applicant(s) must sign and date at the bottom of “Section I: Disclosure Declaration”. 3) The applicant(s) must then tick one of either box A or B in...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4_HKFI_ILAS_Requirements_v4_8_12_2014_20190823.pdf -
Date: 2019-12-20
... Fulfillment Ratio List of Insurers’ Websites on the Fulfillment Ratio . Search by Insurer A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | Others | Full list  ...
https://www.ia.org.hk/english/fulfillment_ratio/list_of_insurer.html -
Date: 2021-09-08
...% 2015 2016 2017 2018 2019 By Non-Linked / Linked Composition Non-Linked Business Linked Business 0 20,000 40,000 60,000 80,000 100,000 120,000 140,000 160,000 180,000 2015 2016 2017 2018 2019 By Non-Linked / Linked Classification Non-Linked Business Linked Business (HK$ mill ion) Office Premiums (HK...
https://www.ia.org.hk/english/infocenter/statistics/files/Highlights_2019_LT_EN.pdf -
Date: 2020-09-30
...(j) & 49(d) Guidance Note 指引(4)& Code of Practice for Life Insurance Replacement 《壽險轉保守則》 (7th) 78, 80(i), 80(k) & 58(g) 5. Failure to make reasonable effort to ensure the policy meets the needs of the policyholder 沒有盡力確保保單符合保單持有人的需要 3 years 三年 (6th) 73(d)/77(c)/77(e) & 49(d) (7th) 76(f)/80(d)/80(f...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_IARB_Guidelines_on_Disciplinary_Actions_v2_2_6_2015_20190823.pdf -
Date: 2019-12-20