... of new product design following the relevant requirements under GN16 issued by the IA. (B) Potential Mismatch of Needs / Affordability (Q5): A standard post-sale call script for this particular purpose would not be required. Individual LIMs should ensure that the post-sale calls cover the areas...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_HKFI_FAQ_Initiative_on_FNA_v1_13_11_2015_20190823.pdf -
Date: 2019-12-20
... Purpose, Application and Status of this Guideline ............................. 4 4. Responsibilities of Board of Directors, Individual appointed as Controller and Senior Management .................................................... 6 5. Product Design...
https://www.ia.org.hk/english/legislative_framework/files/GL31_20191129e.pdf -
Date: 2020-09-24
... Purpose, Application and Status of this Guideline ............................. 4 4. Responsibilities of Board of Directors, Individual appointed as Controller and Senior Management .................................................... 6 5. Product Design...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GL31_20191129e.pdf -
Date: 2020-06-24
... Purpose, Application and Status of this Guideline ............................. 4 4. Responsibilities of Board of Directors, Individual appointed as Controller and Senior Management .................................................... 6 5. Product Design...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL31_20191129e.pdf -
Date: 2019-11-29
...% Individual Life and Annuity (Linked) 其他個人業務 205,261 206,194 -0.5% 0 391 391 0 395 395 NA -1.0% -1.0% Other Individual Business 退休計劃團體業務 372,370 364,555 2.1% 11,511 2,428 13,939 5,566 2,507 8,073 106.8% -3.2% 72.7% Retirement Scheme Group Business 非退休計劃團體業務 18,532 19,132 -3.1% 0 1,597 1,597 0 1,200 1,200 NA...
https://www.ia.org.hk/english/infocenter/press_releases/files/Summary_on_2020_1Q_Provisional_Statistics.pdf -
Date: 2021-09-03
...% Individual Life and Annuity (Linked) 其他個人業務 205,261 206,194 -0.5% 0 391 391 0 395 395 NA -1.0% -1.0% Other Individual Business 退休計劃團體業務 372,370 364,555 2.1% 11,511 2,428 13,939 5,566 2,507 8,073 106.8% -3.2% 72.7% Retirement Scheme Group Business 非退休計劃團體業務 18,532 19,132 -3.1% 0 1,597 1,597 0 1,200 1,200 NA...
https://www.ia.org.hk/english/infocenter/press_releases/files/Summary_on_2020_1Q_Provisional_Statistics.pdf -
Date: 2020-05-29
... pursuant to paragraph 6.1, insurers may provide supplementary illustrations in relation to such optional product feature. That said, if the design of a product will most likely render a customer to choose top-up (for example, to keep the policy sustainable) or if top- up is mandatory under the design of...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL28.pdf -
Date: 2020-09-24
... pursuant to paragraph 6.1, insurers may provide supplementary illustrations in relation to such optional product feature. That said, if the design of a product will most likely render a customer to choose top-up (for example, to keep the policy sustainable) or if top- up is mandatory under the design of...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL28.pdf -
Date: 2020-12-21
... be earned 3.1.4.1. An E-learning Activity must last for no less than 30 minutes; it could be a 30-minute E-learning Activity or an E-learning Activity comprised of several modules (e.g. 2 modules of 15 minutes or 3 modules of 10 minutes, etc.). There is no specific limitation on the course design as...
https://www.ia.org.hk/english/legislative_framework/files/requirements_applicable_to_E-learning_Activities_eng.pdf -
Date: 2020-09-24