... Survey of Insurance Brokers (Template) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Complaint means the expression of dissatisfaction, made verbally or in writing, by a client or a potential client of an insurance broker. Completion Instructions Terms and Definitions Client Account means a current or...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/survey_broker_250418.pdf -
Date: 2018-11-30
... "Fast Track" “Fast Track” 1 What “Fast Track” is about? A dedicated queue for new authorization applications Applicants owning and operating solely digital distribution channels 2 Who can apply? Innovative and robust business model using digital distribution Benefits to the consumers in product...
https://www.ia.org.hk/english/aboutus/task_force/activities_meetings/files/Fast_Track_L_170915.pdf -
Date: 2018-08-01
... shall only be made on a first-in-first-out basis; (iv) At the end of the 10th year, the amount assigned to the CR in respect of a year of account may, to the extent it has not already been depleted by prior withdrawals under (iii) above, be released and available for the general purposes of the insurer...
https://www.ia.org.hk/english/legislative_framework/files/GL6.pdf -
Date: 2020-09-24
... account owner”) with information on how to submit an individual licence application through IIC. For the set up of “supervisor account” and “administration account” by the principal, please refer to the “User Guide of the IA Insurance Intermediaries Connect for Principals (Authorized Insurers, Licensed...
https://www.ia.org.hk/english/infocenter/forms/files/Online_Portal_Userguide_individual_Jan_2021.pdf -
Date: 2022-01-06
... visitors were critical illness, whole life and medical policies, representing 58%, 33% and 3% of new policies taken out by them respectively. On method of premium payment, about 99% of new policies taken out by Mainland visitors were settled at regular intervals, i.e. non-single premium....
https://www.ia.org.hk/english/infocenter/press_releases/20191129.html -
Date: 2021-09-03
... notice. Hotline services and email responses to enquiries and complaints will continue as normal. Except those skeleton staff, IA staff will continue to work from home. The IA will keep reviewing the situation and will announce any updates on the IA website. Ends ...
https://www.ia.org.hk/english/infocenter/press_releases/20200425.html -
Date: 2020-04-25
... the insured must itself bear in accordance with the policy’s terms and conditions; insurance brokerage income (保險經紀收入), in relation to a licensed insurance broker company, means the gross income derived from the business of carrying on regulated activities by the company; insurance premiums payable (須...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Insurance_FinancialandOtherRequirementsforLicensedInsuranceBrokerCompanies_Rules.pdf -
Date: 2020-06-24
... select the product with the most suitable level of sum insured based on their affordability and protection needs, and consider purchasing Commercial Motor Insurance for better protection. Connectivity The URP allows northbound travel with a single motor policy, facilitating the...
https://www.ia.org.hk/english/infocenter/speeches_articles/20231221.html -
Date: 2023-12-21
... completion of education to a level of Form 5 or equivalent is issued by a Mainland educational institute, the following additional information/document shall be provided: 1. a copy of the verification report on the academic certificate issued by the China Higher Education Student Information and Career...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_Circular_Reg._Enhance_Verif._of_Academic_Cert._v1_27_3_2017_eg19.pdf -
Date: 2019-12-20
... features • Guaranteed renewal up to the age of 100 • No “lifetime benefit limit” • Standardised terms and conditions • Premium transparency • Minimum benefit limits • Cost-sharing restrictions • Coverage of pre-existing conditions • Relieve strains on public healthcare system • Tax incentives by Government...
https://www.ia.org.hk/english/infocenter/files/VTC_Insurance_Summit_Mr_Clement_Cheung.pdf -
Date: 2021-12-09