... Individual licensees are required to comply with the Continuing Professional Development (“CPD”) requirements as set out in the Guideline on Continuing Professional Development for Licensed Insurance Intermediaries (“GL24”) issued by the Insurance Authority (“IA”). The first CPD Assessment Period under the...

... that its insurance agents meet the fit and proper criteria set out in the Code of Practice for the Administration of Insurance Agents issued by The Hong Kong Federation of Insurers, which include, inter alia, the minimum education requirement, i.e. completion of Form 5 education or equivalent. As the...

... out a set of temporary facilitative measures, which will last until 30 April 2023. Insurers and intermediaries may dispense with the need to conduct a Financial Needs Analysis in the selling process of a Qualifying Deferred Annuity Policy (QDAP), provided that they have duly performed...

... Licensed insurance intermediaries are required to comply with the statutory conduct requirements set out in sections 90, 91 and 92 (where applicable) of the IO and the relevant requirements set out in the codes of conduct issued under the IO.  The IA has issued two separate codes of conduct, namely...