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⏭... implications of replacing your existing life insurance policy(ies) with the new life insurance policy. (effective 1/1/2005) 2 The Agent/Broker MUST HELP YOU complete all items below and tick where appropriate. Please write down the life insurance policy(ies) replaced/to be replaced and complete items 2 to 6...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/3a_HKFI_CoP_Life_Ins_Replacement_v3_1_1_2005_20190823.pdf -
Date: 2019-12-20
... implications of replacing your existing life insurance policy(ies) with the new life insurance policy. (effective 1/1/2005) 2 The Agent/Broker MUST HELP YOU complete all items below and tick where appropriate. Please write down the life insurance policy(ies) replaced/to be replaced and complete items 2 to 6...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4a_HKFI_CoP_Life_Ins_Replacement_v4_1_5_2006_20190823.pdf -
Date: 2019-12-20
... willing to bear the investment risk should ILAS be recommended. 3 4.6 Suitability assessment includes assessing the investment horizon of client, with due regard to the financial circumstances, planned retirement age etc. 4.6.1 Premium payment term – The client’s age at the time of policy inception as...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_PIBA_Guidance_Note_on_Conducting_Investment_Linked_Business_v1_24_12_2014_eg19.pdf -
Date: 2019-12-20
... formulated by the Board. A n n u a l R e p o r t 2 0 1 8 - 1 9 9 Corporate Governance 2 514 10 8 11 7 6 3 4 13 12 1 9 5 Ms Chitty Cheung Fung-ting Non-Executive Director 6 Mr Kenneth Kwok Tsun-wa Non-Executive Director 7 Mr Ma Ho-fai, GBS, JP Non-Executive Director 8 Mr James Wong Chien-kuo Non-Executive...
https://www.ia.org.hk/english/infocenter/files/IA_Annual_Report_2018_19_English.pdf -
Date: 2021-12-14
... formulated by the Board. A n n u a l R e p o r t 2 0 1 8 - 1 9 9 Corporate Governance 2 514 10 8 11 7 6 3 4 13 12 1 9 5 Ms Chitty Cheung Fung-ting Non-Executive Director 6 Mr Kenneth Kwok Tsun-wa Non-Executive Director 7 Mr Ma Ho-fai, GBS, JP Non-Executive Director 8 Mr James Wong Chien-kuo Non-Executive...
https://www.ia.org.hk/english/infocenter/files/IA_Annual_Report_2018_19_English.pdf -
Date: 2022-05-24
... formulated by the Board. A n n u a l R e p o r t 2 0 1 8 - 1 9 9 Corporate Governance 2 514 10 8 11 7 6 3 4 13 12 1 9 5 Ms Chitty Cheung Fung-ting Non-Executive Director 6 Mr Kenneth Kwok Tsun-wa Non-Executive Director 7 Mr Ma Ho-fai, GBS, JP Non-Executive Director 8 Mr James Wong Chien-kuo Non-Executive...
https://www.ia.org.hk/english/infocenter/files/IA_Annual_Report_2018_19_English.pdf -
Date: 2020-06-23
... Technical Representatives shall be “Technical Representative” unless the position of Chief Executive of the Member is vacant. 5.2 When the position of Chief Executive is vacant, the registration capacity of the Alt. CE will automatically be changed to be “Chief Executive” for a period of 6 months. 5.3...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN2_Guidance_Note_on_Registering_Alternate_Chief_Executive_v1_23_4_2007_eg19.pdf -
Date: 2019-12-20
[PDF]
Cir_dd_07.07.2021.pdf
... - 2 - ii. clicking the ‘Report’ option from the vertical menu on the left; iii. selecting ‘6. CPD hours required for the Combined Assessment Periods [2019/20 & 2020/21]’ from the pull down menu of “Report Type”; and iv. clicking ‘Download’. The CPD lists have been updated by the IA on a monthly basis...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Cir_dd_07.07.2021.pdf -
Date: 2021-12-10
[PDF]
Cir_dd_07.07.2021.pdf
... - 2 - ii. clicking the ‘Report’ option from the vertical menu on the left; iii. selecting ‘6. CPD hours required for the Combined Assessment Periods [2019/20 & 2020/21]’ from the pull down menu of “Report Type”; and iv. clicking ‘Download’. The CPD lists have been updated by the IA on a monthly basis...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Cir_dd_07.07.2021.pdf -
Date: 2021-09-09
... Insurance Policy i. Entire Contract Provision ii. Incontestability Provision iii Grace Period iv. Beneficiary Designation v. Nonforfeiture Benefits vi. Policy Loan vii. Reinstatement viii. Misstatement of Age or Sex ix. Assignment P 3 of 4 x. Dividend Options xi. Settlement Options xii. Suicide Exclusion V....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/LT_syl_eng_2019_file4.pdf -
Date: 2019-12-02