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⏭...) 3. Guideline on Exercising Power to Impose Pecuniary Penalty • Have completed soft consultation • Will conduct public consultation 4. Guideline on Cooling-off Period • Have consulted Working Group and Discussion Groups on key proposals • Are collecting feedback 5. Guideline on Long Term Insurance...
https://www.ia.org.hk/english/infocenter/files/VTC_Insurance_Summit_Ms_Peggy_Fu.pdf -
Date: 2021-12-09
...) 3. Guideline on Exercising Power to Impose Pecuniary Penalty • Have completed soft consultation • Will conduct public consultation 4. Guideline on Cooling-off Period • Have consulted Working Group and Discussion Groups on key proposals • Are collecting feedback 5. Guideline on Long Term Insurance...
https://www.ia.org.hk/english/infocenter/files/VTC_Insurance_Summit_Ms_Peggy_Fu.pdf -
Date: 2021-09-08
[HTML]
Gazette Notices
... Illustrations for Long Term Insurance Policies (Guideline 28), (v) Guideline on Cooling-off Period (Guideline 29) and (vi) Guideline on Financial Needs Analysis (Guideline 30) 13 September 2019 G.N.5698 of 2019 Notice under section 95(1) of the...
https://www.ia.org.hk/english/legislative_framework/overview/gazette_notices.html -
Date: 2023-11-01
...) 3. Guideline on Exercising Power to Impose Pecuniary Penalty • Have completed soft consultation • Will conduct public consultation 4. Guideline on Cooling-off Period • Have consulted Working Group and Discussion Groups on key proposals • Are collecting feedback 5. Guideline on Long Term Insurance...
https://www.ia.org.hk/english/infocenter/files/VTC_Insurance_Summit_Ms_Peggy_Fu.pdf -
Date: 2020-06-12
[PDF]
11.sn-LT-2017_eng.pdf
... 5.1 Company Operation 5/1 5.1.1 Typical Company Operational Structure 5.2 Application 5/4 5.2.1 Application Procedure 5.2.2 Receipts and Policy Effectiveness 5.2.3 Client Service - Policies and Standards a. The Importance of Client Service b. How to Achieve Quality Client Service 5.2.4 Cooling-Off...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/11.sn-LT-2017_eng.pdf -
Date: 2019-12-02
[PDF]
P3_SN_eng_2016.pdf
... Cooling-Off Period 5.2.5 Policy Switching 5.2.6 Sales Illustrations for Linked and Non-Linked Policies a. Linked Policy Illustration Document b. Standard Illustration for Universal Life (Non- Linked) Policies c. Standard Illustration for Participating Policies 5.2.7 Distributions of Policy Dividends a. Basic...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2016.pdf -
Date: 2019-12-02
... Quality Client Service 5.2.4 Cooling-Off Period 5.2.5 Policy Switching 5.2.6 Sales Illustrations for Linked and Non-Linked Policies a. Linked Policy Illustration Document b. Standard Illustration for Universal Life (Non- Linked) Policies c. Standard Illustration for Participating Policies 5.2.7...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2017ver_2018update.pdf -
Date: 2019-12-02
... inspection and (ii) advising where and how the customer may access these documents must be sent with the policy to the customer. This applies to all customers irrespective of which box they tick in Section II: Suitability Declaration of either Appendix B or C. 3) Before the expiry of the cooling-off period...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_HKFI_ILAS_Requirements_v2_1_2011_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 Annex...
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 Annex...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Consultation_Conclusions_Agents_Code_Eng.pdf -
Date: 2019-09-10