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cir_aml_20180312.pdf
... Statements issued by the Financial Action Task Force on Money Laundering (“FATF”) 12 March 2018 Our Ref: INS/TEC/6/45 To : Chief Executives of all authorized insurers carrying on long term business Dear Sirs, Statements issued by the Financial Action Task Force on Money Laundering (“FATF”) Further...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/cir_aml_20180312.pdf -
Date: 2019-02-01
[PDF]
cir_aml_20180718.pdf
... Statements issued by the Financial Action Task Force on Money Laundering (“FATF”) 18 July 2018 Our Ref: INS/TEC/6/45 To : Chief Executives of all authorized insurers carrying on long term business Dear Sirs, Statements issued by the Financial Action Task Force on Money Laundering (“FATF”) Further...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/cir_aml_20180718.pdf -
Date: 2019-02-01
... shall be put under sections with proper and clear headings, separating from that as specified and required for Linked Long Term Insurance Business in this Guidance Note; 6. Provisions governing that client will be informed in writing by the Member of the full name and registration number of the Member’s...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN9_GN_on_Client_Agreement_for_LLT_v1_22_7_2011_eg19.pdf -
Date: 2019-12-20
... issued. (6) (6) (5) 2. The financial implication of the replacement: There is financial impact on replacing your existing policy(ies). Generally speaking the replacement cost is approximately two times the annual premium of your existing policy(ies). Please consult the insurer(s) of your existing policy...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2a_HKFI_CoP_Life_Ins_Replacement_v2_1_10_2002_20190823.pdf -
Date: 2019-12-20
[PDF]
List_of_T7_CPD.pdf
... 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 Validity Period 有效期 Contact 聯絡方法 Remarks 備註 IA-CIB- 2019001 CIB Insurance industry cycle: Managing in a hard market 6 09 Oct 2019 Mr Tommy Chan 2882 9943 -- IA-CIB- 2019002 CIB Compliance for Life Products 2 24...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_T7_CPD.pdf -
Date: 2021-05-06
... CODE APPLIES 4 3. REGISTRATION REQUIREMENT 4 4. MANAGEMENT AND INTERNAL CONTROLS 4 5. TREAT YOUR CLIENT FAIRLY 6 6. KNOW YOUR CLIENT 9 7. INFORMATION FOR CLIENT 10 8. APPROPRIATENESS OF ADVICE 11 9. ILAS PRODUCT REPLACEMENT 13 10. INVESTMENT WITHIN ILAS PORTFOLO BOND PRODUCTS 13 11. KEEPING OF RECORDS...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_PIBA_CoC_Inv._Linked_Busi._v2_20_12_2013_eg19.pdf -
Date: 2019-12-20
[PDF]
IA-InvestHK_EN.pdf
... Hong Kong Insurance Authority, 2020 #2 Swiss Re Institute, 2020 #3 Swiss Re Institute, 2020 #4 Fortune Global 500, 2020 #5 The Stock Exchange of Hong Kong, 2020 #6 Hong Kong Monetary Authority, 2020 #7 Securities and Futures Commission, 2020 #8 Hong Kong Monetary Authority, 2020 #9 The Law Society of...
https://www.ia.org.hk/english/infocenter/files/IA-InvestHK_EN.pdf -
Date: 2021-12-14
[PDF]
Table-L13_2019.pdf
...,491,693 安盛保險（百慕達） AXA China (Bermuda) 31-12-19 964,200 512,921,375 23,131,836 1,927,632 116,775,337 安盛金融 AXA China (HK) 31-12-19 363,990 235,648,569 4,139,621 - 37,192,551 AXA Life AXA Life 31-12-19 4 810 3 - 1,621 安盛財富管理(香港) AXA Wealth Mgt (HK) 31-12-19 30,870 722,072 533,153 5,675 6,627,983 東亞人壽 BEA...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L13_2019.pdf -
Date: 2020-09-30
[PDF]
IA-InvestHK_EN.pdf
... Hong Kong Insurance Authority, 2020 #2 Swiss Re Institute, 2020 #3 Swiss Re Institute, 2020 #4 Fortune Global 500, 2020 #5 The Stock Exchange of Hong Kong, 2020 #6 Hong Kong Monetary Authority, 2020 #7 Securities and Futures Commission, 2020 #8 Hong Kong Monetary Authority, 2020 #9 The Law Society of...
https://www.ia.org.hk/english/infocenter/files/IA-InvestHK_EN.pdf -
Date: 2022-05-24
[PDF]
survey_broker_250418.pdf
... Survey of Insurance Brokers (Template) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Complaint means the expression of dissatisfaction, made verbally or in writing, by a client or a potential client of an insurance broker. Completion Instructions Terms and Definitions Client Account means a current or...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/survey_broker_250418.pdf -
Date: 2018-11-30