... withdrawal charges (if any), as well as the product and investment risks (as set out in paragraph 4.2(j) below) (including those of the underlying investment choices). Accordingly, the licensed insurance intermediary should disclose and explain to the customer, and provide the customer with information on...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GL26_English.pdf -
Date: 2020-06-24
... withdrawal charges (if any), as well as the product and investment risks (as set out in paragraph 4.2(j) below) (including those of the underlying investment choices). Accordingly, the licensed insurance intermediary should disclose and explain to the customer, and provide the customer with information on...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/ILAS_Products.pdf -
Date: 2020-06-24
... withdrawal charges (if any), as well as the product and investment risks (as set out in paragraph 4.2(j) below) (including those of the underlying investment choices). Accordingly, the licensed insurance intermediary should disclose and explain to the customer, and provide the customer with information on...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL26.pdf -
Date: 2019-11-29
... this Guidance Note on Annual Certification for Adequate Professional Indemnity Insurance. Background CIB Membership Regulation 5.2 requires our Members to maintain Professional Indemnity Insurance (“PII”) with a minimum limit of indemnity determined with reference to their insurance brokerage income...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_GN_on_An_Cert_for_Prof_Ind_v2_10_6_2009_eg19.pdf -
Date: 2019-12-20
... Guideline on "Fit and Proper" Criteria for Licensed Insurance Intermediaries under the Insurance Ordinance (Cap. 41) List of Acceptable Insurance Qualifications The insurance qualifications specified for the purpose of paragraph 5.2(a)(vii) in respect of an Individual Licensee1 and paragraph 5.4(a...
https://www.ia.org.hk/english/legislative_framework/files/Insurance_Qualifications_Eng.pdf -
Date: 2020-09-24
... Guideline on "Fit and Proper" Criteria for Licensed Insurance Intermediaries under the Insurance Ordinance (Cap. 41) List of Acceptable Insurance Qualifications The insurance qualifications specified for the purpose of paragraph 5.2(a)(vii) in respect of an Individual Licensee1 and paragraph 5.4(a...
https://www.ia.org.hk/english/legislative_framework/files/Jun_2020_Insurance_Qualifications_Eng.pdf -
Date: 2020-09-24
... Guideline on "Fit and Proper" Criteria for Licensed Insurance Intermediaries under the Insurance Ordinance (Cap. 41) List of Acceptable Insurance Qualifications The insurance qualifications specified for the purpose of paragraph 5.2(a)(vii) in respect of an Individual Licensee1 and paragraph 5.4(a...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/ListofAcceptableInsuranceQualifications.pdf -
Date: 2020-06-24
... Guideline on "Fit and Proper" Criteria for Licensed Insurance Intermediaries under the Insurance Ordinance (Cap. 41) List of Acceptable Insurance Qualifications The insurance qualifications specified for the purpose of paragraph 5.2(a)(vii) in respect of an Individual Licensee1 and paragraph 5.4(a...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/ListofAcceptableInsuranceQualifications_Brokers.pdf -
Date: 2020-06-24
... Other Criteria 2.12. In addition to the requirements under section 8 of the Ordinance, the applicant is required to demonstrate to the satisfaction of the IA that it is able to meet the criteria as set out in the Authorization Guideline (Annex 2). These criteria include: - The applicant will...
https://www.ia.org.hk/english/supervision/reg_insurers_lloyd/files/GL5.pdf -
Date: 2020-09-07