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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/circulars/reg_matters/files/Interpretation_Notes_to_GL28.pdf -
Date: 2020-12-21
[PDF]
Form_S4_Eng_Feb2021.pdf
... information on a separate sheet. Name of Applicant Relevant Details 1. Name of the professional, trade or regulatory body 2. Background information 3. Details of the disciplinary sanction (including the date of the decision, sanction and penalty imposed...
https://www.ia.org.hk/english/infocenter/forms/files/Form_S4_Eng_Feb2021.pdf -
Date: 2022-01-06
[PDF]
Form_S4_Eng_Feb2021.pdf
... information on a separate sheet. Name of Applicant Relevant Details 1. Name of the professional, trade or regulatory body 2. Background information 3. Details of the disciplinary sanction (including the date of the decision, sanction and penalty imposed...
https://www.ia.org.hk/english/infocenter/forms/files/Form_S4_Eng_Feb2021.pdf -
Date: 2022-05-31
... continue to adhere strictly to the principle of fair treatment of customers. For details, please refer to the IA circulars issued to authorized life insurers on 21 February, 27 March, 15 June, 4 September, 2 December 2020, 24 February, 27 May, 13 September 2021, 4 March and 9...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/temporary_facilitative_measures.html -
Date: 2024-01-18
... Appointment of Advisors for the Tahoe Life Insurance Company Limited 16 August 2023 The Insurance Authority (IA) today (16 August 2023) invoked powers under Section 35(2)(a) of the Insurance Ordinance (Cap. 41) to appoint Mr Peter Whalley and Mr...
https://www.ia.org.hk/english/infocenter/press_releases/20230816.html -
Date: 2023-08-16
... of the Insurance Authority’s Initiatives on FinTech Speakers: (1) Mr. Raymond Tam Executive Director, Policy and Development, Insurance Authority (2) Ms. Carol Hui Executive Director, Long Term Business, Insurance Authority (3) Mr. Simon Lam Executive Director, General Business, Insurance Authority 4...
https://www.ia.org.hk/english/aboutus/task_force/activities_meetings/files/Rundown_Fintech_WG_170915.pdf -
Date: 2018-08-01
... 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
... - 1 - Asian Actuarial Conference 17 September 2018 Welcome Remarks by Dr Moses Cheng Chairman of the Insurance Authority President Simon Lam1, President Masaaki Yoshimura2, distinguished delegates, ladies and gentlemen, Thank you so much for inviting me and my colleagues from the Insurance...
https://www.ia.org.hk/english/infocenter/files/2018_Asian_Actuarial_Conference.pdf -
Date: 2021-12-09