... General Circular 36/04 - 1 - CIB-GN(11) (Issued on 16 August 2013) Guidance Note on Keeping of Separate Client Monies According to Membership Regulation 3.5, the General Committee is issuing this Guidance Note on Keeping of Separate Client Monies. 1. Both the Minimum Requirements specified by the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN11_Guidance_Note_on_Keeping_of_Separate_Client_Monies_v1_16_8_2013_eg19.pdf -
Date: 2019-12-20
... General Circular 36/04 - 1 - CIB-GN(11) (Issued on 16 August 2013) (revised on 12 May 2015) Guidance Note on Keeping of Separate Client Monies According to Membership Regulation 3.5, the General Committee is issuing this Guidance Note on Keeping of Separate Client Monies. 1. Both the Minimum...
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
... - 1 - CIB-GN(4) (issued on 22 June 2007) (revised on 8 April 2014, effective from 1 June 2014) Guidance Note on Conducting “Know Your Client” Procedures for Long Term Insurance Business (Including Linked Long Term Insurance) According to Membership Regulation 3.5, the General Committee is issuing...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN4_on_Cond_KYC_Incl_LLT_Ins_v2_8_4_2014_eg19.pdf -
Date: 2019-12-20
...”) – For relevant premiums to qualify for tax deductions, a deferred annuity product must comply with the criteria set out in the guideline (including product design and information disclosure) issued by the Insurance Authority. More details can be found on page 7. Tax deductible MPF voluntary...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2021-12-14
...”) – For relevant premiums to qualify for tax deductions, a deferred annuity product must comply with the criteria set out in the guideline (including product design and information disclosure) issued by the Insurance Authority. More details can be found on page 7. Tax deductible MPF voluntary...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Saving_for_Retirement_Eng_Final.pdf -
Date: 2020-06-23
...”) – For relevant premiums to qualify for tax deductions, a deferred annuity product must comply with the criteria set out in the guideline (including product design and information disclosure) issued by the Insurance Authority. More details can be found on page 7. Tax deductible MPF voluntary...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2022-05-24
...”) – For relevant premiums to qualify for tax deductions, a deferred annuity product must comply with the criteria set out in the guideline (including product design and information disclosure) issued by the Insurance Authority. More details can be found on page 7. Tax deductible MPF voluntary...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2020-06-23
... Insurance Intermediaries Qualifying Examination – Paper II P 1 of 3 Candidates are recommended to study the 2018 Edition of the Study Notes (with Update (August 2019)) for examinations to be held from 2 December 2019 onwards. Insurance Intermediaries Qualifying Examination – Paper II Syllabus for...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GI_syl_eng_2019_file2.pdf -
Date: 2019-12-02
... P 1 of 3 Candidates are recommended to study the 2018 Edition of the Study Notes for examinations to be held from 12 November 2018 onwards. Insurance Intermediaries Qualifying Examination – Paper II Syllabus for General Insurance Examination 1. INSURANCE PRODUCTS 1.1 Motor Insurance 1.1.1 Private...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GI_syl_eng_2018.pdf -
Date: 2019-12-02
... Insurance Intermediaries Qualifying Examination – Paper II P 1 of 3 Candidates are recommended to study the 2018 Edition of the Study Notes for examinations to be held before 2 December 2019. Insurance Intermediaries Qualifying Examination – Paper II Syllabus for General Insurance Examination 1....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GI_syl_eng_2018_2019_file1.pdf -
Date: 2019-12-02