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⏭... January 2022. On 30 November 2021, the agent received the client’s cheque as payment for annual premium in respect of two in-force insurance policies. The agent submitted the cheque to the insurer, but in the accompanying receipt inaccurately recorded the amount of premium payable for each...
https://www.ia.org.hk/english/infocenter/press_releases/20230529.html -
Date: 2023-05-29
...No Content...
https://www.ia.org.hk/english/portal_for_insurers/lisa/files/notes_on_collection_of_levy_on_insurance_premium.pdf -
Date: 2024-01-18
... Information (e.g. complaints relating to the presentation of product features, policy terms and conditions, premium payment terms or returns on investment, dividend or bonus shown on benefit illustrations, etc.) (b) Claims (e.g. disputes on the result of claims assessment or settlement amount, etc.) (c...
https://www.ia.org.hk/english/infocenter/statistics/files/Summary_Complaints_received_by_IA_20190401_20200331_Eng.pdf -
Date: 2020-09-28
... which set out principles of best practice for compliance by insurers e.g. Guideline on Underwriting Class C Business (“GL15”) and Guideline on Underwriting Long Term Insurance Business (other than Class C Business) (“GL16”). Code of Conduct for Insurance...
https://www.ia.org.hk/english/consumer/industry_practices_associated_with_the_sale_of_Insurance_policies.html -
Date: 2020-04-21
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QDAP
... Premium Payment Period (Year) top down Annuity Commencement Age top down Annuity (Income) Payment...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/qdap_all.html -
Date: 2023-02-23
... the fund management charges levied by the fund houses are not included in the illustration. Hence, the gross return required is higher (see example for the standard wording). A warning statement is required alerting the proposer that early surrender or early premium discontinuance may result in...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4.GN_on_ILAS_Illustration_Document.pdf -
Date: 2019-12-20
... circumstances, needs and requirements of the clients as disclosed and duly recorded in documentation obtained by Members in conducting the “Know Your Client” procedures. 3. If the client is covered by existing long term insurance policy(ies) that is/are in force, paid-up, suspended or under premium holiday, or...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN12_on_Product_Recommend_Includ_LLT_v1_18_12_2014_eg19.pdf -
Date: 2019-12-20
... correct name of the education pamphlet should be “Questions you need to ask before taking out an ILAS product”. The whole set of the Updated Requirements is amended and attached. AC/JW/BF/sw Encls. (21 pgs incl. this cover) 註冊有限公司 Incorporated with limited liability 香港灣仔駱克道 353 號三湘大廈 29 樓 29/F, Sunshine...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_HKFI_ILAS_Requirements_v2_1_2011_20190823.pdf -
Date: 2019-12-20
... the applicant on the application being processed, or direct with registrants, or ex- registrants, e.g. in dealing with a complaint or a non-compliance issue or other registration issue or for serving a notice of de-registration to ex-registrant. This is also to set up appropriate control measures in...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN10_Guidance_Note_on_Address_Proof_for_Registrations_Purpose_v1_15_3_2012_eg19.pdf -
Date: 2019-12-20
... effect from 15 April 2013. For your information, the development of this set of Regulations is in response to the landmark judgment of the Hobbins case in early 2012, that the Confederation has sought legal advice on the appropriate course of action. Professional Insurance Brokers Association (“PIBA...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/8a_CIB_Membership_Regulations_v8_15_1_2013_eg19.pdf -
Date: 2019-12-20