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⏭... identification, needs analysis and/or risk profile if applicable may be either presented as separate documents or consolidated into one single document. In any case, Members should ensure that the forms or instruments should be properly completed, dated and signed by both the clients and the intermediary with...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN4_on_Cond_KYC_Incl_LLT_Ins_v2_8_4_2014_eg19.pdf -
Date: 2019-12-20
... to ensure that the information in the two sets of documents is consistent with each other. 5. The forms or instruments for identification, needs analysis, and risk profile if applicable, may be either presented as separate documents or consolidated into one single document. In any case, Members...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4_CIB_GN4_on_Cond_KYC_Proced_for_LT_Ins_Busi_v4_13_10_2015_eg19.pdf -
Date: 2019-12-20
... deductible amount for qualifying deferred annuity premiums and TVCs. Key things to know about saving for retirement Original tax payable Amount of QDAP premiums and/or of TVC $9,000* $12,000* $18,000* $60,000 $60,000 $780 $3,760 $17,700 $78,900 $36,060 Married person, 1 child, spouse not working Single...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2021-12-14
... qualifying deferred annuity premiums and TVCs. Key things to know about saving for retirement Original tax payable Amount of QDAP premiums and/or of TVC $9,000* $12,000* $18,000* $60,000 $60,000 $780 $3,760 $17,700 $78,900 $36,060 Married person, 1 child, spouse not working Single Person Single Person Single...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Saving_for_Retirement_Eng_Final.pdf -
Date: 2020-06-23
... deductible amount for qualifying deferred annuity premiums and TVCs. Key things to know about saving for retirement Original tax payable Amount of QDAP premiums and/or of TVC $9,000* $12,000* $18,000* $60,000 $60,000 $780 $3,760 $17,700 $78,900 $36,060 Married person, 1 child, spouse not working Single...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2022-05-24
... deductible amount for qualifying deferred annuity premiums and TVCs. Key things to know about saving for retirement Original tax payable Amount of QDAP premiums and/or of TVC $9,000* $12,000* $18,000* $60,000 $60,000 $780 $3,760 $17,700 $78,900 $36,060 Married person, 1 child, spouse not working Single...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2020-06-23
... Contract Term] [Premium Payment Term:] [(if different from Actual Contract Term)] Premium: [Actual Premium amount] Assumed Rate of Return: Illustrated at 0%, [3%], [6%] and [9%] p.a.i Projected Surrender Values for a [Regular/Single] Premium [Name of Product] with Contributions of [$ XXX] for [XXX Periods...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4.GN_on_ILAS_Illustration_Document.pdf -
Date: 2019-12-20
... regular intervals, i.e. non-single premiums. General business The gross and net premiums of general insurance business recorded in the first half of 2019 were $30.5 billion (increased by 9.4%) and $21 billion (increased by 8.5%) respectively. Overall underwriting performance...
https://www.ia.org.hk/english/infocenter/press_releases/20190830.html -
Date: 2021-09-03
... visitors were critical illness, whole life and medical policies, representing 58%, 33% and 3% of new policies taken out by them respectively. On method of premium payment, about 99% of new policies taken out by Mainland visitors were settled at regular intervals, i.e. non-single premium....
https://www.ia.org.hk/english/infocenter/press_releases/20191129.html -
Date: 2021-09-03