... studies / practice 25. Marketing 6. Claims management 26. Medical and health insurance 7. Commerce 27. Motor insurance 8. Communication 28. Organisational behaviour and management 9. Company and contract law 29. Principles and practice of insurance 10. Economics 30. Property and pecuniary insurance 11....
https://www.ia.org.hk/english/infocenter/faqs/files/CPD_Info_Sheet_Eng_Jun_2017.pdf -
Date: 2017-10-12
... 視為在生效日期已根據本條例附表 11第 66條獲發保險 經紀公司牌照的公司; 認可經紀團體 (approved broker body)具有本條例附表 11所 給予的涵義。 2. 股本及淨資產 由生效日期起至 2023年 12月 31日止期間,指明保險經紀公 司須分別根據第 3及 4(1)條在任何時間維持的繳足款股本及 淨資產款額—— (a) 由生效日期開始至 2021年 12月 31日為止期間,為 不少於 $100,000;及 (b) 由 2022年 1月 1日開始至 2023年 12月 31日為止 期間,為不少於 $300,000。 Schedule [r. 10] Savings and...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Insurance_FinancialandOtherRequirementsforLicensedInsuranceBrokerCompanies_Rules.pdf -
Date: 2020-06-24
... members of its appointed agency force to perform this type of role in the claims handling process, it must provide its agents with adequate training and ongoing support (such as through claims clinics and claims hotlines). Unlike licensed insurance agents, licensed insurance brokers represent...
https://www.ia.org.hk/english/legislative_framework/Conduct_in_Focus_Issue_07_(Special_Supplement_02).html -
Date: 2023-05-12
... client of the number of the insurance broker’s “client account” and/or “own account” he must categorically advise his client of the type of funds, either premium or fee payments, which are to be credited to each of those bank accounts so that clients do not inadvertently deposit their monies into the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN11_Guidance_Note_on_Keeping_of_Separate_Client_Monies_v1_16_8_2013_eg19.pdf -
Date: 2019-12-20
... insurance broker advises a client of the number of the insurance broker’s “client account” and/or “own account” he must categorically advise his client of the type of funds, either premium or fee payments, which are to be credited to each of those bank accounts so that clients do not inadvertently deposit...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN11_Guidance_Note_on_Keeping_of_Separate_Client_Monies_v2_12_5_2015_eg19.pdf -
Date: 2019-12-20
... on. In considering the adequacy of reinsurance arrangements of an insurer, the IA will take into account the following factors: the type of treaties; the maximum retention of the insurer; the security of the reinsurers; and the spread of risks among participating reinsurers....
https://www.ia.org.hk/english/supervision/reg_insurers_lloyd/files/GL5.pdf -
Date: 2020-09-07