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⏭...? ☐ Yes ☐ No 10. Have you ever been adjudged by a court or other competent authority in Hong Kong or elsewhere civilly liable for any fraud, misfeasance or other misconduct towards a business entity or any of its members in connection with the formation or management of the business entity#? ☐ Yes ☐ No...
https://www.ia.org.hk/english/infocenter/forms/files/Form_A1_IndividualLicenceApplication_IndividualInsuranceAgentTR_A_TR_B.pdf -
Date: 2019-09-22
... reach $10,200 a year. Based on the consideration that an annuity covering the taxpayer’s spouse as a joint annuitant is a convenient retirement planning tool for a married couple, a taxpaying couple are allowed to allocate tax deductions for deferred annuity premiums amongst themselves in order to claim...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2017ver_2018_19update_file8.pdf -
Date: 2019-12-02
[PDF]
11.sn-LT-2017_eng.pdf
... TO LIFE INSURANCE 1/1 1.1 Definition of Life Insurance 1/1 1.1.1 Needs for Life Insurance 1.2 Principles of Life Insurance 1/2 1.2.1 Insurable Interest 1.2.2 Duty of Disclosure 1.2.3 Other Insurance Principles 1.3 Calculation of Life Insurance Premium 1/10 1.3.1 Rating Factors a. Mortality, Interest...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/11.sn-LT-2017_eng.pdf -
Date: 2019-12-02
... Premium 1/10 1.3.1 Rating Factors a. Mortality, Interest and Expenses b. Other Factors 1.3.2 Pricing Systems a. Natural Premium (Pricing) System b. Level Premium (Pricing) System 2. TYPES OF LIFE INSURANCE AND ANNUITY 2/1 2.1 Traditional Types of Life Insurance 2/2 2.1.1 Term Insurance a. Level/Decreasing...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2017ver_2018update.pdf -
Date: 2019-12-02
[PDF]
List_of_T7_CPD.pdf
... Executive Certificate in Medical Insurance and Health Planning for Retirement 30 01 June 2020 – 30 May 2021 Ms Christine Wong 2520 1868 -- IA-HKFI- 2020008 HKFI IUMI Online Stockholm Conference 2020 Cap at 10 14-25 September 2020 Ms Yuki Ma 2861 9318 See Note 2A IA-HKFI- 2020009 HKFI Roles and...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_T7_CPD.pdf -
Date: 2021-12-06
... would always assess this objectively, taking account of the full factual context and the totality of the interactions with the client of which the relevant communication forms part. 2.10 Bank being a Licensed Insurance Intermediary In the case of a bank that is a licensed insurance intermediary, any of...
https://www.ia.org.hk/english/legislative_framework/files/Explanatory_Note_on_Licensing_Requirements_for_Banking_Sector.pdf -
Date: 2021-10-12
... would always assess this objectively, taking account of the full factual context and the totality of the interactions with the client of which the relevant communication forms part. 2.10 Bank being a Licensed Insurance Intermediary In the case of a bank that is a licensed insurance intermediary, any of...
https://www.ia.org.hk/english/legislative_framework/files/Explanatory_Note_on_Licensing_Requirements_for_Banking_Sector.pdf -
Date: 2020-07-06
... would always assess this objectively, taking account of the full factual context and the totality of the interactions with the client of which the relevant communication forms part. 2.10 Bank being a Licensed Insurance Intermediary In the case of a bank that is a licensed insurance intermediary, any of...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Explanatory_Note_on_Licensing_Requirements_for_Banking_Sector.pdf -
Date: 2019-11-29
[PDF]
P3_SN_eng_2016.pdf
... CONTENTS Chapter Page 1. INTRODUCTION TO LIFE INSURANCE 1/1 1.1 Definition of Life Insurance 1/1 1.1.1 Needs for Life Insurance 1.2 Principles of Life Insurance 1/2 1.2.1 Insurable Interest 1.2.2 Duty of Disclosure 1.2.3 Other Insurance Principles 1.3 Calculation of Life Insurance Premium 1/10 1.3.1 Rating...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2016.pdf -
Date: 2019-12-02