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⏭... financial regulators. 1. † Has the Individual ever been registered with the Mandatory Provident Fund Schemes Authority (“MPFA”)? ☐ Yes (If Yes, please provide your MPF registration no.:___________________) ☐ No 2. † Has the Individual ever been licensed by the Securities and Futures Commission (“SFC...
https://www.ia.org.hk/english/infocenter/forms/files/Form_S5_Eng_June_2021.pdf -
Date: 2022-05-31
... 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
... Syllabus of Principles and Practice of Insurance Examination (for Travel Insurance) P 1 of 3 Candidates are recommended to study the 2014 Edition of the Study Notes for examinations to be held before 6 November 2017. Insurance Intermediaries Qualifying Examination Syllabus for Travel Insurance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/7.TIA_syllabus_eng_2014_2017.pdf -
Date: 2019-12-02
... Syllabus of Principles and Practice of Insurance Examination (for Travel Insurance) P 1 of 3 Candidates are recommended to study the 2017 Edition of the Study Notes for examinations to be held from 6 November 2017 onwards. Insurance Intermediaries Qualifying Examination Syllabus for Travel...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/8.TIA_syllabus_eng_2017.pdf -
Date: 2019-12-02
... Syllabus of Principles and Practice of Insurance Examination (for Travel Insurance) P 1 of 3 Candidates are recommended to study the 2017 Edition of the Study Notes for examinations to be held before 12 November 2018. Insurance Intermediaries Qualifying Examination Syllabus for Travel Insurance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Travel_Syllabus_Eng_2017_2018.pdf -
Date: 2019-12-02
... Syllabus of Principles and Practice of Insurance Examination (for Travel Insurance) P 1 of 3 Candidates are recommended to study the 2017 Edition of the Study Notes (with Update (August 2018)) for examinations to be held from 12 November 2018 onwards. Insurance Intermediaries Qualifying...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Travel_Syllabus_Eng_2018.pdf -
Date: 2019-12-02
... 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
... 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