... matter. Regulated advice would generally relate to the provision of a recommendation to the existing or potential policy holder on the contract of insurance or insurance matter, or be a statement made with a view to the policy holder placing reliance on that statement in respect of the contract of...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Explanatory_Note_on_Licensing_Requirements_for_Employees_of_Authorized_Insurers.pdf -
Date: 2018-11-30
... Understanding Medical Insurance Tips on making claims 1. Be aware of the deadline for lodging a claim Medical insurance policies usually have a time limit for lodging a claim, normally within 30 to 90 days from the date of...
https://www.ia.org.hk/english/medical_insurance/tips_on_making_claims.html -
Date: 2024-01-18
... conferences and symposiums in 2016. I am indeed honoured to have the opportunity to share with you some of my observations on this topic from the perspective of the insurance industry. 2. Fintech is not just a topic for us to talk about, it is actually happening in the insurance industry. Let me ask how many...
https://www.ia.org.hk/english/infocenter/files/Section6.2_161118_HKSIBEF2016.pdf -
Date: 2021-12-09
... conferences and symposiums in 2016. I am indeed honoured to have the opportunity to share with you some of my observations on this topic from the perspective of the insurance industry. 2. Fintech is not just a topic for us to talk about, it is actually happening in the insurance industry. Let me ask how many...
https://www.ia.org.hk/english/infocenter/files/Section6.2_161118_HKSIBEF2016.pdf -
Date: 2021-09-08
... conferences and symposiums in 2016. I am indeed honoured to have the opportunity to share with you some of my observations on this topic from the perspective of the insurance industry. 2. Fintech is not just a topic for us to talk about, it is actually happening in the insurance industry. Let me ask how many...
https://www.ia.org.hk/english/infocenter/files/Section6.2_161118_HKSIBEF2016.pdf -
Date: 2020-06-12
... kind of product provides you with cash annually (or monthly/quarterly), it is known as an "annuity". It is sometimes also referred to as a "self-made pension". Tips on purchasing annuity products 2 In terms of how long the annuity income lasts: For example, the public annuity scheme “HKMC Annuity Plan...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2021-12-14
... kind of product provides you with cash annually (or monthly/quarterly), it is known as an "annuity". It is sometimes also referred to as a "self-made pension". Tips on purchasing annuity products 2 In terms of how long the annuity income lasts: For example, the public annuity scheme “HKMC Annuity Plan...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2020-06-23
... kind of product provides you with cash annually (or monthly/quarterly), it is known as an "annuity". It is sometimes also referred to as a "self-made pension". Tips on purchasing annuity products 2 In terms of how long the annuity income lasts: For example, the public annuity scheme “HKMC Annuity Plan...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2022-05-24
... kind of product provides you with cash annually (or monthly/quarterly), it is known as an "annuity". It is sometimes also referred to as a "self-made pension". Tips on purchasing annuity products 2 In terms of how long the annuity income lasts: For example, the public annuity scheme “HKMC Annuity Plan...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2020-06-23
... monies, that client monies are used only for the purposes of the client and that all deposits and withdrawals are undertaken only in accordance with the Minimum Requirements. In addition, it is the responsibility of the brokers to ensure that the balances of client monies are reconciled on a sufficiently...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN11_Guidance_Note_on_Keeping_of_Separate_Client_Monies_v2_12_5_2015_eg19.pdf -
Date: 2019-12-20