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⏭... customers have taken up the top-up option. Q2 Referring to paragraph 4.2 of the Guideline, please clarify if there is any minimum requirement to classify a product as having refundable feature. For example, does a product refunding 30% (or even smaller) of total premium paid fall into the scope? 2 A2...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL28.pdf -
Date: 2020-09-24
... insurance intermediaries IA (01/2022) - 2 - *Please delete where appropriate Complainant’s details Name: (Mr/Mrs/Ms/Miss*) (If you are a company or you wish to appoint a person to handle your complaint, you and the authorized person need to complete and sign Section VIII below) Correspondence address: Email...
https://www.ia.org.hk/english/aboutus/files/Editable_Complaint_Form_Eng_2022Jan.pdf -
Date: 2022-03-09
... customers have taken up the top-up option. Q2 Referring to paragraph 4.2 of the Guideline, please clarify if there is any minimum requirement to classify a product as having refundable feature. For example, does a product refunding 30% (or even smaller) of total premium paid fall into the scope? 2 A2...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL28.pdf -
Date: 2020-12-21
... insurers for accumulation with non‐guaranteed interest rate. In this connection, projection under optimistic and pessimistic scenarios for non‐guaranteed element are required. Q 2. For policies with policy loan facility, should policy loan projection be included in the illustration? A...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/7.Q_and_A_on_GNs_on_Illustration_Document.pdf -
Date: 2019-12-20
...有關申請程序，經過了 14 個月的 時間(截至 2022 年 2 月底)，已經有超過 80%的「被視作已持牌人士」成功完成了他們 的新牌照申請，而且還有相當數量的申請正在被處理當中。目前只有約 11% 的「被視 作已持牌人士」尚未提交申請（或通知本局他們並不打算提出申請）。因此，本局非常 感謝業界的合作和努力，特別是現時在新型冠狀病毒疫情的艱難環境下，此項工程竟能 達到現時的進度。此舉真實地展示了業界富有彈性的適應能力及其為確保能持有有效牌 照得以繼續服務客戶的堅毅決心。 本局希望業界能保持這種韌性，繼續完成餘下「被視作已持牌人士」的牌照申請。為確 保餘下「被視作已持牌人士」的牌照申請能夠於現在...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_Cut-off_dates_for_deemed_licensee_applications_20220321_CHI.pdf -
Date: 2022-05-31
...期開始前(即 2021 年 7 月 31 日)已生效，他們便需要獲取最少 15 個持續專業 培訓時數，當中包括 3 個強制性的「道德或規例」時數；唯一例外的是旅遊保險代理人， 他們只需要獲取最少 3 個持續專業培訓時數，而且沒有強制性的「道德或規例」時數要 求。 對於在評核期內獲保險業監管局(「保監局」)新發牌的個人持牌人而言，其所需符合的 持續專業培訓總時數(以及強制性的「道德或規例」時數)，均會根據其獲保監局發出相 關牌照的月份按比例計算。詳情請參閱《持牌保險中介人持續專業培訓指引》(《指引 24》)附件 2。 通過保監局的保險中介一站通取得培訓時數資料 個人持牌人可以透過登入保監局的保險...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/CPD_Circular_28012022_Chi.pdf -
Date: 2022-05-31
[HTML]
The Market
... Inward Business [PDF] [EXCEL] G2 Underwriting Results of Direct Business [PDF] [EXCEL] G3 Underwriting Results of Reinsurance Inward Business [PDF] [EXCEL] G4 Underwriting Results of Pure...
https://www.ia.org.hk/english/infocenter/statistics/market_4_2005.html -
Date: 2017-06-22