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Annex_I.pdf
... Recent Update of the Guideline on Anti-Money Laundering and Counter Terrorist Financing 4:30pm – 4:45pm Q & A Session 2 Anti-Money Laundering and Counter-Terrorist Financing Seminars 2019 Seminar 2 Date 28 October 2019 (Monday) Time 9:30 am – 12:30 pm (Registration starts at 9:15 am) Venue Lecture...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/Annex_I.pdf -
Date: 2019-12-24
... Microsoft Word - Draft Rundown for 3.5.2019_(Updated on 30.4.2019).docx Future Task Force of the Insurance Industry Meeting of the Working Group on Embracing Fintech in Hong Kong 3 May 2019 Theme: Insurtech Presents Opportunities for Insurance Intermediaries Time Duration Programme 14:30-14:35 5...
https://www.ia.org.hk/english/aboutus/task_force/activities_meetings/files/Programme_Rundown_FTF_3_May_2019.pdf -
Date: 2019-06-06
... Microsoft Word - Draft Rundown for 3.5.2019_(Updated on 30.4.2019).docx Future Task Force of the Insurance Industry Meeting of the Working Group on Embracing Fintech in Hong Kong 3 May 2019 Theme: Insurtech Presents Opportunities for Insurance Intermediaries Time Duration Programme 14:30-14:35 5...
https://www.ia.org.hk/english/aboutus/task_force/activities_meetings/files/Programme_Rundown_FTF_3_May_2019_v2.pdf -
Date: 2019-06-06
[PDF]
survey_broker_250418.pdf
... 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
... CPD Miniseries – Short Videos and PowerPoint Files The IA has prepared a series of videos about CPD compliance and reporting procedures. Please refer to the Chinese version for the videos and the PowerPoint files. ...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/cpd_miniseries.html -
Date: 2021-07-19
[PDF]
GL6.pdf
... 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
... 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
... 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