... annuities can be categorized by the length of their premium payment period and annuity period. In general, the amount of each payout is fixed. For the same insured sum, if the annuity period is longer, the amount of each payout will be smaller. However, some policies may offer a step-up provision, whereby...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/how_to_choose.html -
Date: 2024-01-19
... Quantitative Impact Study (QIS 3) for the Development of the Risk-based Capital (RBC) Regime I am writing to enlist your support in participating in QIS 3 and submitting the data as requested in the enclosed package. The QIS 3 package represents the collaborative effort of the Insurance Authority (IA) and the...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/cir_20190809.pdf -
Date: 2019-11-29
... Interpretation Notes 1 [Version 8 on 26 August 2020] Interpretation Notes Guideline on Financial Needs Analysis (GL30) The Insurance Authority (“IA”) issues these Interpretation Notes with the aim of providing further guidance to authorized insurers and licensed insurance intermediaries in respect...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL30..pdf -
Date: 2020-09-24
... Interpretation Notes 1 [Version 8 on 26 August 2020] Interpretation Notes Guideline on Financial Needs Analysis (GL30) The Insurance Authority (“IA”) issues these Interpretation Notes with the aim of providing further guidance to authorized insurers and licensed insurance intermediaries in respect...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL30..pdf -
Date: 2020-12-21
... Interpretation Notes Page 1 of 10 Interpretation Notes Guideline on Long Term Insurance Policy Replacement (GL27) The Insurance Authority (“IA”) issues these Interpretation Notes with the aim of providing further guidance to authorized insurers and licensed insurance intermediaries in respect of...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL27.pdf -
Date: 2020-09-24
... Interpretation Notes Page 1 of 10 Interpretation Notes Guideline on Long Term Insurance Policy Replacement (GL27) The Insurance Authority (“IA”) issues these Interpretation Notes with the aim of providing further guidance to authorized insurers and licensed insurance intermediaries in respect of...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL27.pdf -
Date: 2020-12-21
... Exciting business opportunities ahead for the insurance sector in Hong Kong 29 September 2021 Echoing observations made in the “Report on Hong Kong’s Business Environment: A Place with Unique Advantages and Unlimited Opportunities”, the Insurance...
https://www.ia.org.hk/english/infocenter/press_releases/20210929.html -
Date: 2021-09-29
... 190322_Eng_Cover Key things to know about saving for retirement Tax deductions for qualifying deferred annuity premiums and tax deductible MPF voluntary contributions Ta x d ed uc tio ns Retirement can cost more than you expect As the average life expectancy for Hong Kong people is more than 80...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Saving_for_Retirement_Eng_Final.pdf -
Date: 2020-06-23
.../11 attaching the Updated Requirements Relating to the Sale of ILAS Products following the Securities & Futures Commission’s introduction of Product Key Facts Statements and Enhanced Disclosure Requirements for ILAS, the revised Chinese version of the followings are attached: Appendix A: Financial...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_HKFI_ILAS_Requirements_v2_1_2011_20190823.pdf -
Date: 2019-12-20