... new life insurance policy (including rider and top-up) falling under the following types must be accompanied by a financial needs analysis (“FNA”) form: (a) Any policies of the nature specified in Class A in Part 2 of the First Schedule to the Insurance Companies Ordinance (Cap. 41) (“ICO”) except...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/5_HKFI_Initiative_on_FNA_v5_14_7_2015_20190823.pdf -
Date: 2019-12-20
... Consultation Conclusions on the Draft Code of Conduct for Licensed Insurance Agents September 2019 Consultation Conclusions on the Draft Code of Conduct for Licensed Insurance Agents 1 Contents Introduction 2 Feedback Received and Insurance Authority’s Response 3 Conclusions and Next Steps 26...
https://www.ia.org.hk/english/infocenter/files/Consultation_Conclusions_Agents_Code_Eng.pdf -
Date: 2019-09-03
... Consultation Conclusions on the Draft Code of Conduct for Licensed Insurance Agents September 2019 Consultation Conclusions on the Draft Code of Conduct for Licensed Insurance Agents 1 Contents Introduction 2 Feedback Received and Insurance Authority’s Response 3 Conclusions and Next Steps 26...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Consultation_Conclusions_Agents_Code_Eng.pdf -
Date: 2019-09-10
... and spoken English and Chinese (preferably including Putonghua) Duration Training period of 2 to 3 years (Training period may be accelerated for trainees with outstanding calibre) ...
https://www.ia.org.hk/english/aboutus/careers/management_trainee_scheme/management_trainee_scheme.html -
Date: 2024-01-16
... information on a separate sheet. Name of Applicant Relevant Details 1. Name of the professional, trade or regulatory body 2. Background information 3. Details of the disciplinary sanction (including the date of the decision, sanction and penalty imposed...
https://www.ia.org.hk/english/infocenter/forms/files/FormS4SupplementalForm_InformationonDisciplinaryActionRecord.pdf -
Date: 2019-09-22