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⏭... cooling-off period, levy paid is fully refundable irrespective of the amount of premium refund. Insurer may net-off the refund of levy already remitted to the Authority in the subsequent levy remittance and report this in the remittance return as mentioned in paragraph 16 below. 14. Insurers must maintain...
https://www.ia.org.hk/english/portal_for_insurers/lisa/files/Notes_on_collection_of_Levy_on_Insurance_Premium_v1.6.pdf -
Date: 2019-10-23
[HTML]
QDAP
... Qualifying Deferred Annuity Policy (QDAP) What is your current age? Which currency you wish to pay for the premiums? How long (the period of time) would you choose to pay the premiums? What...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/qdap_tool.html -
Date: 2023-02-23
[PDF]
HKLTBQR_20180329.pdf
.../offshore", "premium term" and "distribution channel" as shown in the Forms HKLQ1-1(e), HKLQ1-1(f), HKLQ1-1(g) and HKLQ1-1(h) respectively. NO. OF POLICIES ^ AMOUNT OF SUMS ASSURED Single Premiums Receivable in Revenue Account in the Period * OR ANNUITIES PER ANNUM * Please provide further breakdown of the...
https://www.ia.org.hk/english/infocenter/forms/files/HKLTBQR_20180329.pdf -
Date: 2019-04-24
[HTML]
How to choose a QDAP
... savings into a stable stream of income over a period of time to address the financial risks arising from longevity. There are a variety of deferred annuity products in the market. You should understand the policy structure in order to choose one that suits your individual needs. Deferred...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/how_to_choose.html -
Date: 2024-01-19
... The basic concept is fairly simple: you pay a premium (in a lump sum or by instalments) to an insurance company, which in turn, provides you with a regular annuity immediately, or after a designated period of time, or when you reach a certain age for the period specified in the contract. Since this...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2021-12-14
... The basic concept is fairly simple: you pay a premium (in a lump sum or by instalments) to an insurance company, which in turn, provides you with a regular annuity immediately, or after a designated period of time, or when you reach a certain age for the period specified in the contract. Since this...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2020-06-23
... The basic concept is fairly simple: you pay a premium (in a lump sum or by instalments) to an insurance company, which in turn, provides you with a regular annuity immediately, or after a designated period of time, or when you reach a certain age for the period specified in the contract. Since this...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2022-05-24
... The basic concept is fairly simple: you pay a premium (in a lump sum or by instalments) to an insurance company, which in turn, provides you with a regular annuity immediately, or after a designated period of time, or when you reach a certain age for the period specified in the contract. Since this...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2020-06-23
..., principals are encouraged to take proactive steps to ensure that their appointed individual licensees attend CPD activities/courses evenly throughout each Assessment Period as far as possible, and do not leave a significant shortfall to be made up in the weeks leading up to the annual deadline. Principals...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_eng.pdf -
Date: 2021-12-10
..., principals are encouraged to take proactive steps to ensure that their appointed individual licensees attend CPD activities/courses evenly throughout each Assessment Period as far as possible, and do not leave a significant shortfall to be made up in the weeks leading up to the annual deadline. Principals...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_eng.pdf -
Date: 2021-09-09