... arrange insurance products of providers not authorized in Hong Kong. In this event, Members should advise clients as per the format prescribed in Annex C to the Membership Regulations. Recommendation in Writing 10. Members should present in writing their recommendation of the options selected together...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN12_on_Product_Recommend_for_LT_v2_13_10_2015_eg19.pdf -
Date: 2019-12-20
... Submitted to IA per Month (based on the records for the last six months) ☐ Application seldom made ☐ 10 to 50 applications ☐ 1 or 2 applications ☐ More than 50 applications ☐ Less than 10 applications ☐ More than 100 applications † Do you Intend to Open an Alternate Supervisor Account? ☐ Yes ☐ No Estimated...
https://www.ia.org.hk/english/infocenter/forms/files/FormA2OnlinePortalApplicationforOpeningofSupervisorAccount.pdf -
Date: 2019-09-22
... customer in the "Statement of Purpose" paragraph of the IFS, together with other relevant information, in assessing whether a particular ILAS product is suitable for the customer(s), and (iii) deal appropriately with any exceptions as per section 4.6 below. Special consideration is required where business...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/5_HKFI_ILAS_Requirements_v5_14_7_2015_20190823.pdf -
Date: 2019-12-20
... relevant information, in assessing whether a particular ILAS product is suitable for the customer(s), and (iii) deal appropriately with any exceptions as per section 4.6 below. Special consideration is required where business is introduced by an insurance broker. It is important that in performing the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4_HKFI_ILAS_Requirements_v4_8_12_2014_20190823.pdf -
Date: 2019-12-20
... the policyholders in placing, arranging and servicing insurance policies. As such, the obligations of a licensed insurance broker in the claims handling process are dictated by the scope of services in the broker company’s client agreement with the policyholders they represent. Per Standard and...
https://www.ia.org.hk/english/legislative_framework/Conduct_in_Focus_Issue_07_(Special_Supplement_02).html -
Date: 2023-05-12
... minimum insurance cover should be for an amount: No. of Employees Amount of Insurance Cover Per Event Not more than 200 Not less than HK$100 million More than 200 Not less than HK$200 million An employer is required to meet both his liabilities under the Ordinance and the Common Law. The Ordinance only...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/text-ilens8.pdf -
Date: 2020-09-28
... minimum insurance cover should be for an amount: No. of Employees Amount of Insurance Cover Per Event Not more than 200 Not less than HK$100 million More than 200 Not less than HK$200 million An employer is required to meet both his liabilities under the Ordinance and the Common Law. The Ordinance only...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/text-ilens8.pdf -
Date: 2021-11-01
... minimum insurance cover should be for an amount: No. of Employees Amount of Insurance Cover Per Event Not more than 200 Not less than HK$100 million More than 200 Not less than HK$200 million An employer is required to meet both his liabilities under the Ordinance and the Common Law. The Ordinance only...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/text-ilens8.pdf -
Date: 2021-09-01
... minimum insurance cover should be for an amount: No. of Employees Amount of Insurance Cover Per Event Not more than 200 Not less than HK$100 million More than 200 Not less than HK$200 million An employer is required to meet both his liabilities under the Ordinance and the Common Law. The Ordinance only...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/text-ilens8.pdf -
Date: 2020-06-19
... of providers not authorized in Hong Kong. In this event, Members should advise clients as per the format prescribed in Annex C to the Membership Regulations. Recommendation in Writing 10. Members should present in writing their recommendation of the options selected together with the basis thereof to...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN12_on_Product_Recommend_Includ_LLT_v1_18_12_2014_eg19.pdf -
Date: 2019-12-20