... immediately before the commencement date and regarded as having been granted a licence under Schedule 11 to the Ordinance on the commencement date; or (b) was a specified person at any time within the two-year period before the commencement date, Annex 2 26 is exempt from the criteria under paragraph 5.2(a...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Eng_GL23_FPP.pdf -
Date: 2019-09-10
... 1 MEMBERSHIP REGULATIONS 1. Introduction 1.1 These Regulations are made pursuant to Article 5A of the Articles of Association of the Hong Kong Confederation of Insurance Brokers. 1.2 These Regulations were first made on 11 February 1993 and were subsequently amended on 14 December 1993, 26 October...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/11a_CIB_Membership_Regulations_v11_15_7_2015_English_eg19.pdf -
Date: 2019-12-20
... differentiation, a specific set of Important Facts Statement must be prepared for this purpose and must be used for business introduced from this type of intermediary. For the avoidance of doubt, however, Member Companies must still follow the requirement under 7.8 of the GN15 during the underwriting process for...
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
... This Guideline shall take effect from 26 June 2017. June 2017 Annexure A NOTICE TO CLIENT Your insurance contract *may be/*has been arranged or effected wholly or partly with an insurer authorized in other jurisdiction but not authorized by the Insurance Authority under the Insurance Ordinance (Cap. 41...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GuidelineonMininumRequirementsforInsuranceBrokers.pdf -
Date: 2020-06-16
... of Investment-Linked Assurance Scheme (“ILAS”) Products (GL26) issued by the IA; (d) Principles of Life Insurance Policy Illustrations (AGN 5) issued by the Actuarial Society of Hong Kong (“ASHK”); (e) Best Estimate Assumptions (AGN 9) issued by the ASHK; and (f) Code on Investment-Linked Assurance...
https://www.ia.org.hk/english/legislative_framework/files/GL28_English.pdf -
Date: 2020-09-24
... This Guideline shall take effect from 26 June 2017. June 2017 Annexure A NOTICE TO CLIENT Your insurance contract *may be/*has been arranged or effected wholly or partly with an insurer authorized in other jurisdiction but not authorized by the Insurance Authority under the Insurance Ordinance (Cap. 41...
https://www.ia.org.hk/english/legislative_framework/files/guideline_on_mininum_requirements_for_insurance_brokers_eng.pdf -
Date: 2020-09-24
... of Investment-Linked Assurance Scheme (“ILAS”) Products (GL26) issued by the IA; (d) Principles of Life Insurance Policy Illustrations (AGN 5) issued by the Actuarial Society of Hong Kong (“ASHK”); (e) Best Estimate Assumptions (AGN 9) issued by the ASHK; and (f) Code on Investment-Linked Assurance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Benefits_illustration.pdf -
Date: 2020-06-24
... of Investment-Linked Assurance Scheme (“ILAS”) Products (GL26) issued by the IA; (d) Principles of Life Insurance Policy Illustrations (AGN 5) issued by the Actuarial Society of Hong Kong (“ASHK”); (e) Best Estimate Assumptions (AGN 9) issued by the ASHK; and (f) Code on Investment-Linked Assurance...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL28.pdf -
Date: 2019-11-29
... financial conditions; (g) monitoring and reporting of reinsurance or risk transfer risks; and 16 Authorized insurers are also required to observe Guideline on Reinsurance (“GL17”) issued by the IA. 26 (h) regular review of the reinsurance and risk transfer policy. 7.8 Liquidity 7.8.1 The ERM framework...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Draft_Guideline_on_Enterprise_Risk_Management.pdf -
Date: 2018-11-30