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... insurance, you will find actual cases of long term insurance claims, which are there mainly to facilitate your understanding of the subject and to make your learning more interesting. The decisions you will find in those cases were based on their particular facts, including the actual wording used in the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2017ver_2018update.pdf - Date: 2019-12-02
... two contracts to consider: (a) one between the agent and the principal; and (b) another quite different one between the principal and the third party. Note: an agency can exist without an agency contract. For example: a child (gratuitous agent) goes to buy a pack of sugar on behalf of his mother...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-p&p-2013.doc - Date: 2019-12-02
... between the principal and the third party. Note: an agency can exist without an agency contract. For example: a child (gratuitous agent) goes to buy a pack of sugar on behalf of his mother (principal), with authority to bind the mother in so doing, which is not granted under a contract of agency between...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-p&p-2013.pdf - Date: 2019-12-02
... GL30 GUIDELINE ON FINANCIAL NEEDS ANALYSIS Insurance Authority Contents Page 1. Introduction……………………………………………….. 1 2. Interpretation……………………………………………… 1 3. Relevant Regulatory Requirements and Status of this Guideline……………………..…………………………… 2 4. Scope of Application……………………………...……… 3 5. Purpose...
https://www.ia.org.hk/english/legislative_framework/files/GL30_English.pdf - Date: 2020-09-24
... GL30 GUIDELINE ON FINANCIAL NEEDS ANALYSIS Insurance Authority Contents Page 1. Introduction……………………………………………….. 1 2. Interpretation……………………………………………… 1 3. Relevant Regulatory Requirements and Status of this Guideline……………………..…………………………… 2 4. Scope of Application……………………………...……… 3 5. Purpose...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Financial_needs.pdf - Date: 2020-06-24
[PDF] GL30.pdf
... GL30 GUIDELINE ON FINANCIAL NEEDS ANALYSIS Insurance Authority Contents Page 1. Introduction……………………………………………….. 1 2. Interpretation……………………………………………… 1 3. Relevant Regulatory Requirements and Status of this Guideline……………………..…………………………… 2 4. Scope of Application……………………………...……… 3 5. Purpose...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL30.pdf - Date: 2019-11-29
... dollars for their retirement, which can be an astronomical sum for a typical wage earner. Relying solely on the 10% MPF mandatory contributions made by employers and employees monthly is hardly su�cient. To enjoy a secure retirement life, the best way is to start saving for retirement as early as...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf - Date: 2021-12-14
... Circular on the supervisory standards and key requirements on the use of premium financing to take out long term insurance policies /….. 1 April 2022 Our Ref: INS/TEC/9/2/2/26 To: Chief Executives of authorized insurers carrying on long term business and responsible officers of licensed insurance...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_01042022.pdf - Date: 2022-05-31
... dollars for their retirement, which can be an astronomical sum for a typical wage earner. Relying solely on the 10% MPF mandatory contributions made by employers and employees monthly is hardly su�cient. To enjoy a secure retirement life, the best way is to start saving for retirement as early as...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Saving_for_Retirement_Eng_Final.pdf - Date: 2020-06-23
... dollars for their retirement, which can be an astronomical sum for a typical wage earner. Relying solely on the 10% MPF mandatory contributions made by employers and employees monthly is hardly su�cient. To enjoy a secure retirement life, the best way is to start saving for retirement as early as...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf - Date: 2022-05-24