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⏭... products of Long Term Insurance (Including Linked Long Term Insurance) should be offered or recommended without the “Know Your Client” procedures having been duly conducted and the information collected properly assessed for the clients. 2. The assessment of the client’s needs should refer to the financial...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN12_on_Product_Recommend_Includ_LLT_v1_18_12_2014_eg19.pdf -
Date: 2019-12-20
... 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 Schedule 1 to the Insurance Ordinance (Cap. 41) (“IO”) except – (i) term insurance policies...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/6_HKFI_Initiative_on_FNA_v6_1_6_2018_20190823.pdf -
Date: 2019-12-20
... ...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2a_GN_Comp_CPD_Transit_v2_13_6_2005_20190823.pdf -
Date: 2019-12-20
... ...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2a_HKFI_Cooling_off_Period_v2_1_1_2003_20190823.pdf -
Date: 2019-12-20
... referred to in Article 48 of the Amended Articles of Association of The Hong Kong Federation of Insurers. 1. 此乃獲保險業監督管局根據《保險公司業條例》（下稱《條例》）第 67 條認可，並根據香港保險業聯會（下稱「保聯」）《修訂章程細則》 （下稱《章程》）第 48 條編訂的《保險代理管理守則》（2010 年 3 月 1 日出版的第七版特別增補及更新資料的修訂）（下稱「本《守 則》」）。 Under clause 2: i. delete as shown on right-hand side ii....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/8a_HKFI_CoP_for_Admin_of_Agents_v7b_24_5_2018_20190823.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
[PDF]
COB.pdf
... category II 7 8 15 I Retirement scheme management category III 20 21 41 1 Accident 61 29 90 2 Sickness 58 23 81 3 Land vehicles 49 23 72 4 Railway rolling stock 50 29 79 5 Aircraft 26 22 48 6 Ships 52 32 84 7 Goods in transit 56 30 86 8 Fire and natural forces 60 25 85 9 Damage to property 60 25 85 10...
https://www.ia.org.hk/english/infocenter/statistics/files/COB.pdf -
Date: 2021-11-18
[PDF]
COB.pdf
... category II 7 8 15 I Retirement scheme management category III 20 21 41 1 Accident 61 29 90 2 Sickness 58 23 81 3 Land vehicles 49 23 72 4 Railway rolling stock 50 29 79 5 Aircraft 26 22 48 6 Ships 52 32 84 7 Goods in transit 56 30 86 8 Fire and natural forces 60 25 85 9 Damage to property 60 25 85 10...
https://www.ia.org.hk/english/infocenter/statistics/files/COB.pdf -
Date: 2021-11-18
... insurance policies, the Insurance Authority has the following reply: Insurance policies are private contracts between insurers and policy holders. The Prohibition of Face Covering Regulation made by the Chief Executive in Council under section 2 of the Emergency Regulations Ordinance (Cap. 241...
https://www.ia.org.hk/english/infocenter/press_releases/20191008_1.html -
Date: 2019-10-09