... Application for Insurance Agency Licence For Official Use O D N 1st Review 2nd Review C S F Approved † Please tick the appropriate box. Version: September 2019 1 Form A5 Please complete all items in BLOCK LETTERS. All amendments must be signed by Applicant. I. Particulars of Applicant Name in...
https://www.ia.org.hk/english/infocenter/forms/files/Agency_form.pdf -
Date: 2022-01-06
... Form A6 AN2 1 Application for Approval of the Variation of Line(s) of Business by Individual insurance Agent/ Technical Representative (Agent)/ Technical Representative (Broker) Pursuant to Section 64S of the Insurance Ordinance (Cap. 41) For Official Use C SA LN Check Update Verify Please...
https://www.ia.org.hk/english/infocenter/forms/files/Form_A6_Eng_Oct_2020.pdf -
Date: 2022-01-06
... Application for Insurance Agency Licence For Official Use O D N 1st Review 2nd Review C S F Approved † Please tick the appropriate box. Version: September 2019 1 Form A5 Please complete all items in BLOCK LETTERS. All amendments must be signed by Applicant. I. Particulars of Applicant Name in...
https://www.ia.org.hk/english/infocenter/forms/files/Agency_form.pdf -
Date: 2022-05-31
... Form A6 AN2 1 Application for Approval of the Variation of Line(s) of Business by Individual insurance Agent/ Technical Representative (Agent)/ Technical Representative (Broker) Pursuant to Section 64S of the Insurance Ordinance (Cap. 41) For Official Use C SA LN Check Update Verify Please...
https://www.ia.org.hk/english/infocenter/forms/files/Form_A6_Eng_Oct_2020.pdf -
Date: 2022-05-31
... Application for Insurance Agency Licence For Official Use O D N 1st Review 2nd Review C S F Approved † Please tick the appropriate box. Version: September 2019 1 Form A5 Please complete all items in BLOCK LETTERS. All amendments must be signed by Applicant. I. Particulars of Applicant Name in...
https://www.ia.org.hk/english/infocenter/forms/files/Agency_form.pdf -
Date: 2020-06-24
... new life insurance policy (including rider and top-up) falling under the following types must be accompanied by a financial needs analysis (“FNA”) form: (a) Any policies of the nature specified in Class A in Part 2 of the First Schedule to the Insurance Companies Ordinance (Cap. 41) (“ICO”) except...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/5_HKFI_Initiative_on_FNA_v5_14_7_2015_20190823.pdf -
Date: 2019-12-20
... determine if a rider application (including top‐up or rider added after policy issuance) needs to be companied by an FNA form? A 1. Treatment for riders should follow the requirement as if it is a basic plan. Q 2. Please provide a definition of 'top‐ups', in particular whether...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/3_HKFI_FAQ_Initiatives_on_FNA_v3_12_12_2016_20190823.pdf -
Date: 2019-12-20
... ...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_PIBA_Membership_Regulations_v2_27_10_1994_eg19.pdf -
Date: 2019-12-20
... Guideline on "Fit and Proper" Criteria for Licensed Insurance Intermediaries under the Insurance Ordinance (Cap. 41) List of Acceptable Insurance Qualifications The insurance qualifications specified for the purpose of paragraph 5.2(a)(vii) in respect of an Individual Licensee1 and paragraph 5.4(a...
https://www.ia.org.hk/english/legislative_framework/files/Insurance_Qualifications_Eng.pdf -
Date: 2020-09-24
... Guideline on "Fit and Proper" Criteria for Licensed Insurance Intermediaries under the Insurance Ordinance (Cap. 41) List of Acceptable Insurance Qualifications The insurance qualifications specified for the purpose of paragraph 5.2(a)(vii) in respect of an Individual Licensee1 and paragraph 5.4(a...
https://www.ia.org.hk/english/legislative_framework/files/Jun_2020_Insurance_Qualifications_Eng.pdf -
Date: 2020-09-24