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Eng_GL24_CPD.pdf
... Examples of Recognized Professional Bodies for Type 8 Qualified CPD Activities 6 14 15 16 17 18 Annex 2 CPD Requirements for Individual Licensees Who Are Newly Licensed in an Assessment Period Annex 3 Transitional CPD Arrangements for Individual Licensees for the Period from 23 September 2019 to 31 July...
https://www.ia.org.hk/english/legislative_framework/files/Eng_GL24_CPD.pdf -
Date: 2020-09-24
... Examples of Recognized Professional Bodies for Type 8 Qualified CPD Activities 6 14 15 16 17 18 Annex 2 CPD Requirements for Individual Licensees Who Are Newly Licensed in an Assessment Period Annex 3 Transitional CPD Arrangements for Individual Licensees for the Period from 23 September 2019 to 31 July...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GuidelineonContinuingProfessionalDevelopmentforLicensedInsuranceIntermediaries.pdf -
Date: 2020-06-24
... Examples of Recognized Professional Bodies for Type 8 Qualified CPD Activities 6 14 15 16 17 18 Annex 2 CPD Requirements for Individual Licensees Who Are Newly Licensed in an Assessment Period Annex 3 Transitional CPD Arrangements for Individual Licensees for the Period from 23 September 2019 to 31 July...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GuidelineonContinuingProfessionalDevelopmentforLicensedInsuranceIntermediaries_Brokers.pdf -
Date: 2020-06-24
[PDF]
Eng_GL24_CPD.pdf
... Examples of Recognized Professional Bodies for Type 8 Qualified CPD Activities 6 14 15 16 17 18 Annex 2 CPD Requirements for Individual Licensees Who Are Newly Licensed in an Assessment Period Annex 3 Transitional CPD Arrangements for Individual Licensees for the Period from 23 September 2019 to 31 July...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Eng_GL24_CPD.pdf -
Date: 2019-09-10
... intermediaries to make upfront disclosure at the point of sale and requiring an extended cooling-off period of no less than 30 calendar days for policyholders to seek professional advice if necessary. 2. Promoting virtual onboarding The IA encourages the industry to conduct trials...
https://www.ia.org.hk/english/digital_onboarding/promotion_of_insurtech_development.html -
Date: 2024-01-18
... intermediaries’ remuneration, the need to complete the post-sale call, the 21-day cooling-off period etc. The IFS/AD must be duly signed by the client. 5.3 Member has the duty to put in place a proper mechanism to ensure full understanding of the above by the client, as evidenced in the IFS/AD. 6. Post-sale...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_PIBA_Guidance_Note_on_Conducting_Investment_Linked_Business_v1_24_12_2014_eg19.pdf -
Date: 2019-12-20
[PDF]
syll-15.pdf
.../Non-Participating Policies B. With-Profits/Participating Policies C. Comparison Criteria xii. Taxation xiii. Sales Practice A. Customer Protection Requirements Relating to Sale of Investment Linked Assurance Schemes B. Information to be Communicated in Sales Process C. Principal Brochure D. Cooling-off Period E....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/syll-15.pdf -
Date: 2019-12-02
... throughout this challenging period. RIME will enable candidates to take certain IIQE papers remotely on their own computers, provided they have a stable internet connection, a webcam, microphone and speaker, so that remote invigilation can take place. RIME is only available, however, for the three basic IIQE...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_RIME_15032022_ENG.pdf -
Date: 2022-05-31
[HTML]
System Maintenance Schedule
... Notice Maintenance period (Timezone GMT +0800) Services suspended - - - Non-regular maintenance Date of Notice...
https://www.ia.org.hk/english/portal_for_insurers/lisa/system_maintenance_schedule.html -
Date: 2024-01-18
... are: 1 Apr to 31 May (for Relevant Period 1 Oct to 31 Mar); and 1 Oct to 30 Nov (for Relevant Period 1 Apr to 30 Sep) For insurers of Composite Business, it is recommended to file General Business and Long Term Business separately into...
https://www.ia.org.hk/english/portal_for_insurers/lisa/important_notes_before_you_proceed.html -
Date: 2024-01-18