... (instead of four months) of the valuation date. (See paragraphs 10.1, 11.1 to 11.2) Implementation timeline of the Guideline This second consultation is a very important and critical step towards the finalization of the Guideline expected in 2019. We strongly encourage insurers to execute gap analysis...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/cir_20190103.pdf -
Date: 2019-11-29
... creditors, or cease trading in circumstances where its creditors did not receive or have not yet received full settlement of their claims? ☐ Yes ☐ No 10. Has the Individual ever been adjudged by a court or other competent authority in Hong Kong or elsewhere civilly liable for any fraud, misfeasance or other...
https://www.ia.org.hk/english/infocenter/forms/files/Form_S5_Eng_June_2021.pdf -
Date: 2022-01-06
...發出本通函作進一步說明。 重要的期限 2019/20 及 2020/21 合併評核期的主要期限為: 2021 年 7 月 31 日 – 個人持牌人 [即持牌個人保險代理、持牌業務代表(代理人) 或 持牌業務代表(經紀)] 須完成其於 2019/20 及 2020/21 合併評核期所需的培訓時數 的期限 2021 年 9 月 30 日 – 個人持牌人須向其委任主事人 (即其委任獲授權保險人、持牌 保險代理機構或持牌保險經紀公司) 提交已填妥的《持續專業培訓聲明書》的期限 2021 年 10 月 31 日 – 委任主事人須向保監局匯報其委任個人持牌人的培訓合規情 況的期限 通過保險中介一站通取得培訓...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Cir_dd_07.07.2021.pdf -
Date: 2021-12-10
...發出本通函作進一步說明。 重要的期限 2019/20 及 2020/21 合併評核期的主要期限為: 2021 年 7 月 31 日 – 個人持牌人 [即持牌個人保險代理、持牌業務代表(代理人) 或 持牌業務代表(經紀)] 須完成其於 2019/20 及 2020/21 合併評核期所需的培訓時數 的期限 2021 年 9 月 30 日 – 個人持牌人須向其委任主事人 (即其委任獲授權保險人、持牌 保險代理機構或持牌保險經紀公司) 提交已填妥的《持續專業培訓聲明書》的期限 2021 年 10 月 31 日 – 委任主事人須向保監局匯報其委任個人持牌人的培訓合規情 況的期限 通過保險中介一站通取得培訓...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Cir_dd_07.07.2021.pdf -
Date: 2021-09-09
... creditors, or cease trading in circumstances where its creditors did not receive or have not yet received full settlement of their claims? ☐ Yes ☐ No 10. Has the Individual ever been adjudged by a court or other competent authority in Hong Kong or elsewhere civilly liable for any fraud, misfeasance or other...
https://www.ia.org.hk/english/infocenter/forms/files/Form_S5_Eng_June_2021.pdf -
Date: 2022-05-31
... conduct in the insurance market? Upon receipt of the first submission of your complaint (see question 5), we will issue an acknowledgement to you within 10 working days. As part of our acknowledgement (depending on the nature of your complaint) we may indicate how your complaint is to be handled...
https://www.ia.org.hk/english/consumer/lodge_a_complaint.html -
Date: 2023-09-01
... 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 and Expenses b. Other Factors 1.3.2...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2016.docx -
Date: 2019-12-02