Filter
Year
Content Type
File Type
Search Results
⏮
⏴
⏵
⏭... 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
[PDF]
List_of_T7_CPD.pdf
...” - Continuing Professional Development Course for Insurance Intermediaries 1 Apr 2020 – Mar 2021 Apr 2021 – Mar 2022 Ms Mabel Chu 2899 3795 “Ethics or Regulations”* See Note 1 & Note 1A Last updated on 6 Dec 2021 Reference No. 參考編號 Name of Organizer 舉辦機構 名稱 Title of Activity 活動名稱 No. of CPD hours 持續專業 培訓時數...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_T7_CPD.pdf -
Date: 2021-12-06
... Insurtech Rising Asia. It is exciting to see the active participation of you from the insurance industry to exchange views on the latest trends and development in Insurtech. Today my topic is “Fostering Insurtech Innovation”. It’s always been a priority in business agenda on how to provide a conducive...
https://www.ia.org.hk/english/infocenter/files/Speech_for_InsurTech_Rising_Asia.pdf -
Date: 2021-12-09
... Insurtech Rising Asia. It is exciting to see the active participation of you from the insurance industry to exchange views on the latest trends and development in Insurtech. Today my topic is “Fostering Insurtech Innovation”. It’s always been a priority in business agenda on how to provide a conducive...
https://www.ia.org.hk/english/infocenter/files/Speech_for_InsurTech_Rising_Asia.pdf -
Date: 2021-09-08
... Insurtech Rising Asia. It is exciting to see the active participation of you from the insurance industry to exchange views on the latest trends and development in Insurtech. Today my topic is “Fostering Insurtech Innovation”. It’s always been a priority in business agenda on how to provide a conducive...
https://www.ia.org.hk/english/infocenter/files/Speech_for_InsurTech_Rising_Asia.pdf -
Date: 2020-06-12
... Technical Representatives to use a suitable confidential questionnaire to conduct a “needs analysis” for prospective policyholders in the selling process of long term insurance business. Prior to the incorporation of this requirement in the Membership Regulations on 10 October 2006, CIB promulgated this...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/3_CIB_GN4_on_Cond_KYC_Incl_LLT_Ins_v3_18_12_2014_eg19.pdf -
Date: 2019-12-20
... insurance industry for the first three quarters of 2020, indicating a growth of total gross premiums by 5.5% to $461.1 billion over the corresponding period in 2019. (Percentage figures shown in brackets represent year-on-year changes) Long term business Total revenue...
https://www.ia.org.hk/english/infocenter/press_releases/20201130.html -
Date: 2021-09-03
[PDF]
sal.pdf
... STATEMENT OF ASSETS AND LIABILITIES PART 9 (ss. 25A & 25B) STATEMENT OF ASSETS AND LIABILITIES PURSUANT TO # SECTION 25A AS AT ........................... (financial year end date) # SECTION 25B AS AT .................. (date specified in notice issued under section 25B) Name of Insurer...
https://www.ia.org.hk/english/infocenter/forms/files/sal.pdf -
Date: 2019-04-24
... Page 1 of 2 Practice Note supplementing Standard and Practice 7.1 of the Code of Conduct for Licensed Insurance Brokers in relation to Disclosure Requirements for Remuneration received by a Licensed Insurance Broker Company from an Insurer A. Introduction 1. Standard and Practice 7.1 of the Code...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Practice_note_on_Remuneration_Disclosure.pdf -
Date: 2020-06-15
... Page 1 of 2 Practice Note supplementing Standard and Practice 7.1 of the Code of Conduct for Licensed Insurance Brokers in relation to Disclosure Requirements for Remuneration received by a Licensed Insurance Broker Company from an Insurer A. Introduction 1. Standard and Practice 7.1 of the Code...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Practice_note_on_Remuneration_Disclosure.pdf -
Date: 2020-12-21