... set aside a lump sum of liquid assets for the specified term of a single-premium policy. 14. Members should include specific questions, where appropriate, asking for details of all existing long term insurance policy(ies) taken out by the client which is/are not matured, lapsed, or surrendered. In...

... recorded as such in the books and accounts. (3) Timely Book-keeping and Review of the Cover Given the 60-day Window for rectification, it is advisable for Members to keep their books and account up-to-date, and to set an earlier date for review of the limit after its commencement. The Annual Certification...

... shall include the Form of Disclosure set out below (i) in client agreements whether as a broker service agreement, brokers terms of business or similar, and where the validity period does not exceed three years and the express levels of fee or brokerage remuneration to be received by the Member are not...

..., registration or approval status, as the case may be, in Hong Kong and elsewhere, if any. Alternatively, it may set out conspicuously in a disclaimer the territory(ies) in which it does not intend to conduct insurance business. 4.3. As a general principle, insurance activities that are conducted from outside of...

... first year of the direct regulatory regime for licensed insurance agents and issues relating to authorized insurers As you will be aware, the new direct regulatory regime for licensed insurance intermediaries, as set out in the Insurance Ordinance (Cap. 41) (the “Ordinance”), has been in effect for just...

... Underwriting Results of Direct Business for 2020 一般法律責任 General Liability 金錢損失 Pecuniary Loss 總額 Total 船舶 Ships ...

... Business for 2018 ㇐般法律責任 General Liability 金錢損失 Pecuniary Loss 總額 Total 船舶 Ships ...

... Underwriting Results of Direct Business for 2019 一般法律責任 General Liability 金錢損失 Pecuniary Loss 總額 Total 船舶 Ships ...

... factors set out in this Guideline are not exhaustive. This Guideline does not constitute legal advice. You should seek professional advice if you have any question relating to the application or interpretation of the relevant provisions of the Ordinance. 2. Scope of Application 2.1. “Regulated person” is...

... factors set out in this Guideline are not exhaustive. This Guideline does not constitute legal advice. You should seek professional advice if you have any question relating to the application or interpretation of the relevant provisions of the Ordinance. 2. Scope of Application 2.1. “Regulated person” is...