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https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2a_HKFI_Cooling_off_Period_v2_1_1_2003_20190823.pdf -
Date: 2019-12-20
... referred to in Article 48 of the Amended Articles of Association of The Hong Kong Federation of Insurers. 1. 此乃獲保險業監督管局根據《保險公司業條例》（下稱《條例》）第 67 條認可，並根據香港保險業聯會（下稱「保聯」）《修訂章程細則》 （下稱《章程》）第 48 條編訂的《保險代理管理守則》（2010 年 3 月 1 日出版的第七版特別增補及更新資料的修訂）（下稱「本《守 則》」）。 Under clause 2: i. delete as shown on right-hand side ii....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/8a_HKFI_CoP_for_Admin_of_Agents_v7b_24_5_2018_20190823.pdf -
Date: 2019-12-20
... Q2 What are the criteria for a Qualifying Deferred Annuity Policy (QDAP)? A2 A deferred annuity product must satisfy the criteria set out in the guideline issued by the Insurance Authority to be a QDAP. The criteria include...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/faqs.html -
Date: 2020-07-22
[PDF]
Cirdd1472020.pdf
..., licensed insurance agencies and licensed insurance broker companies carrying on regulated activities in respect of long term business. 2 The statement can be found on the website of the FATF (http://www.fatf-gafi.org/publications/high-risk-and-other- monitored-jurisdictions/documents...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/Cirdd1472020.pdf -
Date: 2020-11-13
... Assessment Period under the new regime will expire on 31 July 2020. Under normal circumstances, individual licensees are required to report their CPD compliance no later than 2 months after the expiration of the relevant Assessment Period (i.e. by 30 September 2020). Please refer to the various tables in...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_28022020_brokers.pdf -
Date: 2020-06-15
... Assessment Period under the new regime will expire on 31 July 2020. Under normal circumstances, individual licensees are required to report their CPD compliance no later than 2 months after the expiration of the relevant Assessment Period (i.e. by 30 September 2020). Please refer to the various tables in...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_28022020_brokers.pdf -
Date: 2020-12-21
... changes within 2 weeks of the change, can give the broker company a further 2 weeks to make the requisite notification to the IA. Notify the IA and the Companies Registry at the same time: Given that broker companies are required to make statutory filings to the Companies Registry under...
https://www.ia.org.hk/english/legislative_framework/Conduct_in_Focus_Issue_08_05.html -
Date: 2024-01-12
... Guideline on "Fit and Proper" Criteria for Licensed Insurance Intermediaries under the Insurance Ordinance (Cap. 41) List of Acceptable Insurance Qualifications The insurance qualifications specified for the purpose of paragraph 5.2(a)(vii) in respect of an Individual Licensee1 and paragraph 5.4(a...
https://www.ia.org.hk/english/legislative_framework/files/Insurance_Qualifications_Eng.pdf -
Date: 2020-09-24
... Guideline on "Fit and Proper" Criteria for Licensed Insurance Intermediaries under the Insurance Ordinance (Cap. 41) List of Acceptable Insurance Qualifications The insurance qualifications specified for the purpose of paragraph 5.2(a)(vii) in respect of an Individual Licensee1 and paragraph 5.4(a...
https://www.ia.org.hk/english/legislative_framework/files/Jun_2020_Insurance_Qualifications_Eng.pdf -
Date: 2020-09-24