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⏭... (effective 1/1/2005) 1 Annex 1 CUSTOMER PROTECTION DECLARATION FORM IMPORTANT DOCUMENT! PLEASE STUDY CAREFULLY BEFORE SIGNING! This is an IMPORTANT PART of the Code of Practice for Life Insurance Replacement (“Code”) and the Minimum Requirements as specified by the Insurance Authority under the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4a_HKFI_CoP_Life_Ins_Replacement_v4_1_5_2006_20190823.pdf -
Date: 2019-12-20
... General Circular 36/04 - 1 - CIB-GN(11) (Issued on 16 August 2013) Guidance Note on Keeping of Separate Client Monies According to Membership Regulation 3.5, the General Committee is issuing this Guidance Note on Keeping of Separate Client Monies. 1. Both the Minimum Requirements specified by the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN11_Guidance_Note_on_Keeping_of_Separate_Client_Monies_v1_16_8_2013_eg19.pdf -
Date: 2019-12-20
... CIB - IIQAS CPD Programme Administrative Framework v1 (17.9.2003).pdf ...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_IIQAS_CPD_Programme_Administrative_Framework_17_9_2003_eg19.pdf -
Date: 2019-12-20
... dealing with referral business, CIB is concerned with the following: 1. Whether the Referrers have held themselves out as Members’ representative in or from Hong Kong but when in fact they are not, 2. Whether the Members have, by their own conduct: 2.1 Permitted such persons to act as their Technical...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN8_Guidance_Note_on_Dealing_with_Referral_Business_v1_7_5_2010_eg19.pdf -
Date: 2019-12-20
... leaflet_Hi_tech_V1_eng Insurance Digital Onboarding General insurance products, such as travel, household, domestic helper and motor insurance; Term life policies; Certain Qualifying Deferred Annuity Policies (QDAP); Voluntary Health Insurance Scheme (VHIS) products; and Refundable policies...
https://www.ia.org.hk/english/infocenter/files/Digital_onboarding_1_en.pdf -
Date: 2021-12-14
... leaflet_Hi_tech_V1_eng Insurance Digital Onboarding General insurance products, such as travel, household, domestic helper and motor insurance; Term life policies; Certain Qualifying Deferred Annuity Policies (QDAP); Voluntary Health Insurance Scheme (VHIS) products; and Refundable policies...
https://www.ia.org.hk/english/digital_onboarding/files/Digital_onboarding_1_en.pdf -
Date: 2022-03-15
... CPD Information Sheet (Apr 2014) Insurance Intermediaries Quality Assurance Scheme Continuing Professional Development Programme The Programme 1. Insurance agents/brokers, their chief executives/responsible officers and technical representatives (collectively referred to as “insurance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_IARB_20140624_Updated_CPD_Info_Sheet_20190823.pdf -
Date: 2019-12-20
[PDF]
P1_syllabus_eng_2018.pdf
... P1 of 2 Candidates are recommended to study the 2017 Edition of the Study Notes (with Update (August 2018)) for examinations to be held from 12 November 2018 onwards. Insurance Intermediaries Qualifying Examination – Paper I Syllabus for Principles and Practice of Insurance Examination I. RISK AND...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P1_syllabus_eng_2018.pdf -
Date: 2019-12-02
... leaflet_Hi_tech_V1_eng Insurance Digital Onboarding Smart Tips for Online Self-service Insurance Insurance Digital Onboarding Smart Tips for Online Self-service Insurance General insurance products, such as travel, household, domestic helper and motor insurance; Term life policies; Certain...
https://www.ia.org.hk/english/infocenter/files/Digital_onboarding_1_en.pdf -
Date: 2022-05-24
..., Investment-Linked Assurance Schemes and Unlisted Structured Investment Products (“SFC Handbook”). 1 Background Following the introduction of the SFC Handbook it is necessary for the Hong Kong Federation of Insurers (“HKFI”), as a self-regulatory body, to update its Requirements relating to the Sale of ILAS Products...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_HKFI_ILAS_Requirements_v2_1_2011_20190823.pdf -
Date: 2019-12-20