... (“SFC”) pursuant to the Securities and Futures Ordinance (Cap. 571). They are required to conduct their business in accordance with the disclosure requirements as prescribed in the Code on Investment-Linked Assurance Schemes issued by the SFC. 2.2. There has been confusion in the market as to the...
https://www.ia.org.hk/english/legislative_framework/files/GL11.pdf -
Date: 2020-09-24
... “Vulnerable Customers” i.e. the elderly or unsophisticated customers or those who may not be able to make independent investment decisions on complex investment products; particularly ILAS products with long maturity periods or which attract heavy penalties on early redemption or withdrawal. Customers are not...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/5_HKFI_ILAS_Requirements_v5_14_7_2015_20190823.pdf -
Date: 2019-12-20
... Peter Greaves of PricewaterhouseCoopers Limited as Advisors to support the Tahoe Life Insurance Company Limited (Tahoe Life) on a few specific areas that include management of assets and properties, investment strategy and declaration of benefits to policy holders. “The appointment of Advisors...
https://www.ia.org.hk/english/infocenter/press_releases/20230816.html -
Date: 2023-08-16
... Pillar 1 – Quantitative Requirements Objective of QIS 1 5 • Engage in dialogue and work in collaboration with the industry through Industry Focus Groups on RBC development; • Collect data which are appropriate and necessary for further analysis by the IA; • Collect data on economic balance sheet basis...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_RBC_Regime_and_Insurtech.pdf -
Date: 2021-12-09
... Pillar 1 – Quantitative Requirements Objective of QIS 1 5 • Engage in dialogue and work in collaboration with the industry through Industry Focus Groups on RBC development; • Collect data which are appropriate and necessary for further analysis by the IA; • Collect data on economic balance sheet basis...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_RBC_Regime_and_Insurtech.pdf -
Date: 2021-09-08
... Pillar 1 – Quantitative Requirements Objective of QIS 1 5 • Engage in dialogue and work in collaboration with the industry through Industry Focus Groups on RBC development; • Collect data which are appropriate and necessary for further analysis by the IA; • Collect data on economic balance sheet basis...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_RBC_Regime_and_Insurtech.pdf -
Date: 2020-06-12
... licence no. of the agency; (ii) your capacity and (iii) a brief description of your duties and responsibilities in the agency on a separate sheet. ☐ Yes ☐ No 4. Current relationship with any Licensed Insurance Broker Company (other than your employment with your Appointing Principal(s)). † Are you...
https://www.ia.org.hk/english/infocenter/forms/files/Form_A1_IndividualLicenceApplication_IndividualInsuranceAgentTR_A_TR_B.pdf -
Date: 2019-09-22
... reimbursement of relatively low medical costs, you are normally required to submit a claim form together with the official receipts and original copies of referral letters (if applicable). For hospital claims, the following documents are also normally required: In general, medical insurance provides...
https://www.ia.org.hk/english/medical_insurance/files/Medical_insurance_making_a_claim_en.pdf -
Date: 2020-10-14