... of Mr To which gave rise to the MPFA’s decision involved his handling of client information, completion and submission of forms, and carrying on telephone calls with a financial services provider, being the same type of activities that a licensed insurance intermediary undertakes when carrying...

... Insurance Agent Licensed Technical Representative (Agent) Licensed Technical Representative (Broker) Licensed Insurance Broker Company Type Business Entity Individual Licensed Insurance Broker Transitional Arrangements for Deemed Licensees Commencement of New Regulatory Regime on 23 September 2019 Enhance...

... refer to the fulfillment ratio of a product series with the features that are similar to what you are interested in, such as the type of non-guaranteed benefits and product type. Reminder The fulfillment ratio may serve as a reference of past performance for policyholders, but...

... to encourage greater use of E- learning Activities, the cap on the number of CPD hours that can be obtained through Type 1 and Type 7 E-learning Activities for each Assessment Period is lifted permanently. This means that there is no longer any cap on the number of CPD hours to be earned through...

... Insurance Agent Licensed Technical Representative (Agent) Licensed Technical Representative (Broker) Licensed Insurance Broker Company Type Business Entity Individual Licensed Insurance Broker Transitional Arrangements for Deemed Licensees Commencement of New Regulatory Regime on 23 September 2019 Enhance...

... following information must be disclosed in addition to the existing product disclosure requirements: (i) Objective(s) of buying the product is(are) clearly stated; (ii) Type and nature of the product is clearly stated (e.g. “The product is a long term insurance plan underwritten by [name of insurer] and is...

... 4q18long.xls 表格 HKLQ1-1 Form HKLQ1-1 類別 Class 業務種類 Type of Business 整付保費 Single Premiums 非整付保費 Non-single Premiums 受保人數 No. of Lives 整付保費 Single Premiums 非整付保費 Non-single Premiums 此期間收入帳內的可收 取的整付保費 Single Premiums Receivable in Revenue Account in the Period 年度化保費 Annualized Premiums A (I) 年金除外的人...

... Annuity New Business 保險種類 Type of Insurance 表 L7 有效年金及其他業務 / 個人年金新造業務 Table L7 Annuity and Other In-Force Business / Individual Annuity New Business 淨負債 Net Liabilities 總數 Total 整付 Single Payment 保單數目: Number of Policies: 整付 Single Payment 定期繳付 Regular Payment 定期繳付 Regular Payment ...

...年金業務 Table L7b Individual Annuity New Business 保險種類 Type of Insurance 表 L7 有效年金及其他業務 / 個人年金新造業務 Table L7 Annuity and Other In-Force Business / Individual Annuity New Business 淨負債 Net Liabilities 總數 Total 整付 Single Payment 保單數目: Number of Policies: 整付 Single Payment 定期繳付 Regular Payment 定期繳付 Regular Payment ...

... Payment 定期繳付 Regular Payment 保險種類 Type of Insurance 表 L7 有效年金及其他業務 / 個人年金新造業務 Table L7 Annuity and Other In-Force Business / Individual Annuity New Business 淨負債 Net Liabilities 投資相連 Linked 保單保費: Office Premiums: 個人年金: Individual Annuity: 聯合養老保險 Tontines 總數 Total 資本贖回 Capital Redemption 表 L7b 個人年金新造業務...