Filter
Year
Content Type
File Type
Search Results
⏮
⏴
⏵
⏭... discrepancy cannot be discounted. The IA will also provide each principal with a second CPD List next year (by the end of May 2021) setting out the total number CPD hours required to be completed by each of their appointed individual licensees by the end of the Second Assessment Period i.e. as at 31 July...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_CPDList_FAQ_Reporting_20200930.pdf -
Date: 2020-12-21
... licensed. 8. Governing Law The governing law of the client agreement should be Hong Kong law. The client agreement should also include a jurisdiction clause which selects the jurisdiction in which disputes under or arising in relation to the client agreement shall be decided (e.g. exclusive jurisdiction of...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Practice_note_on_Client_Agreement_ILAS.pdf -
Date: 2020-06-15
... licensed. 8. Governing Law The governing law of the client agreement should be Hong Kong law. The client agreement should also include a jurisdiction clause which selects the jurisdiction in which disputes under or arising in relation to the client agreement shall be decided (e.g. exclusive jurisdiction of...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Practice_note_on_Client_Agreement_ILAS.pdf -
Date: 2020-12-21
... PROFESSIONAL INSURANCE BROKERS ASSOCIATION MEMBERSHIP REGULATIONS (First made in October 2003 and was amended on 15 April 2013 and re-amended on 1 February 2015) 2 PROFESSIONAL INSURANCE BROKERS ASSOCIATION (“the Association”) MEMBERSHIP REGULATIONS 1. Membership The Association shall consist of...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/6_PIBA_Membership_Regulations_v6_1_2_2015_eg19.pdf -
Date: 2019-12-20
... applies only to Insurance Investment / Savings Products. For the purposes of this Guidance Note, a Class A product will be considered to have a significant savings component if the amount payable to the policyholder on maturity is at least 100% of the total amount of the premiums paid...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_HKFI_GN_Gifts_Promo_and_Incentives_v2_1_1_2014_20190823.pdf -
Date: 2019-12-20
... licensed. 8. Governing Law The governing law of the client agreement should be Hong Kong law. The client agreement should also include a jurisdiction clause which selects the jurisdiction in which disputes under or arising in relation to the client agreement shall be decided (e.g. exclusive jurisdiction of...
https://www.ia.org.hk/english/legislative_framework/files/Practice_note_on_Client_Agreement_ILAS_Eng.pdf -
Date: 2020-06-01
[PDF]
Circular_Applications_for_Renewal_of_Insurance_Intermidiary_Licence_Individuals_Chi_20220520.pdf
... 有關保險中介人牌照的續期申請 (個人)_Chi 檔號：MC/RENEWAL/CIR 經電郵發送 致：所有獲授權保險人的行政總裁、持牌保險代理機構及持牌保險經紀公司的負責人 敬啟者： 有關保險中介人牌照的續期申請 (個人) 保險業監管局（“保監局”）根據《保險業條例》（第 41 章）向持牌保險中介人發出 的牌照有效期為3年（除特殊情況外），因此每3年須續期一次。為使牌照續期，持牌保 險中介人必須在現有牌照屆滿日期前不少於 45日向保監局申請續期。 由於持牌保險中介人的監管制度於 2019 年 9 月 23 日開始實施，首批牌照要直至 2022 年第4季才須續期（並最早需於 2022 年 8...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_Applications_for_Renewal_of_Insurance_Intermidiary_Licence_Individuals_Chi_20220520.pdf -
Date: 2022-05-31
...; • licensed technical representative (agent); or • licensed technical representative (broker) 6:00 pm on 8 August 2022 (Monday) Provided a deemed licencee submits his/her/its application for a new licence, with all necessary information and documents, by the above cut-off date (relevant to their licence type...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_Cut-off_dates_for_deemed_licensee_applications_20220321_ENG.pdf -
Date: 2022-05-31