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⏭... 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
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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
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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
... Assessment Period under the new regime will expire on 31 July 2020. Under normal circumstances, individual licensees are required to report their CPD compliance no later than 2 months after the expiration of the relevant Assessment Period (i.e. by 30 September 2020). Please refer to the various tables in...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_28022020_brokers.pdf -
Date: 2020-06-15
... Assessment Period under the new regime will expire on 31 July 2020. Under normal circumstances, individual licensees are required to report their CPD compliance no later than 2 months after the expiration of the relevant Assessment Period (i.e. by 30 September 2020). Please refer to the various tables in...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_28022020_brokers.pdf -
Date: 2020-12-21
... changes within 2 weeks of the change, can give the broker company a further 2 weeks to make the requisite notification to the IA. Notify the IA and the Companies Registry at the same time: Given that broker companies are required to make statutory filings to the Companies Registry under...
https://www.ia.org.hk/english/legislative_framework/Conduct_in_Focus_Issue_08_05.html -
Date: 2024-01-12
... Q2 What are the criteria for a Qualifying Deferred Annuity Policy (QDAP)? A2 A deferred annuity product must satisfy the criteria set out in the guideline issued by the Insurance Authority to be a QDAP. The criteria include...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/faqs.html -
Date: 2020-07-22
... remainder of applications are submitted and processed within the time available between now and the deadline of 22 September 2022, we are setting the following cut-off dates by which such applications should be made. - 2 - Cut-off Dates In view of the complexity and resources involved for processing...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_Cut-off_dates_for_deemed_licensee_applications_20220321_ENG.pdf -
Date: 2022-05-31