... Performance requirements for regulated persons and former regulated persons 10.1 Where the MPFA is satisfied that a regulated person (or, if applicable, a former regulated person) has failed to comply with a performance requirement, it has the power to make a disciplinary order under section 34ZW of the...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/mu20130528.pdf -
Date: 2021-09-01
... Performance requirements for regulated persons and former regulated persons 10.1 Where the MPFA is satisfied that a regulated person (or, if applicable, a former regulated person) has failed to comply with a performance requirement, it has the power to make a disciplinary order under section 34ZW of the...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/mu20130528.pdf -
Date: 2020-06-19
...)% 4 D% (100 – D)% 5... ….. ….. For simple charge structure: Upfront charges: [% Range] of the premiums you pay for the first [ ] policy years will be deducted upfront as charges and will not be available for investment. This means that the remaining amount of premiums available for investment may be...
https://www.ia.org.hk/english/legislative_framework/files/Appendix_1.docx -
Date: 2020-09-24
...)% 4 D% (100 – D)% 5... ….. ….. For simple charge structure: Upfront charges: [% Range] of the premiums you pay for the first [ ] policy years will be deducted upfront as charges and will not be available for investment. This means that the remaining amount of premiums available for investment may be...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GL26_Appendix_1_Eng.docx -
Date: 2020-06-24
..., meaning that the policy holder still pays the same $1 million out-of-pocket but borrows the remaining $5 million from a financial institution. Let us further assume that the loan requires interest to be paid monthly at 2% per annum calculated using simple interest basis, and the loan principal is due only...
https://www.ia.org.hk/english/premium_financing/pros_and_cons.html -
Date: 2024-01-18
... Supervision……………………………………………………... 11 6. Commencement………………………………………………… 13 1 1. Preamble 1.1. The nature of the insurance business implies the formation of technical provisions, and investment in and the holding of assets to cover these technical provisions and a solvency margin. In order to ensure that an...
https://www.ia.org.hk/english/legislative_framework/files/GL13.pdf -
Date: 2020-09-24
... savings can reach $10,200. A married couple is allowed to allocate tax deductions for qualifying deferred annuity premiums amongst themselves in order to claim the total deductions of $120,000, provided that the husband and the wife are both taxpayers, and the deductions claimed by each taxpayer does not...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2021-12-14
... savings can reach $10,200. A married couple is allowed to allocate tax deductions for qualifying deferred annuity premiums amongst themselves in order to claim the total deductions of $120,000, provided that the deductions claimed by each taxpayer does not exceed the individual limit. A taxpayer is...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Saving_for_Retirement_Eng_Final.pdf -
Date: 2020-06-23
... savings can reach $10,200. A married couple is allowed to allocate tax deductions for qualifying deferred annuity premiums amongst themselves in order to claim the total deductions of $120,000, provided that the husband and the wife are both taxpayers, and the deductions claimed by each taxpayer does not...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2022-05-24
... savings can reach $10,200. A married couple is allowed to allocate tax deductions for qualifying deferred annuity premiums amongst themselves in order to claim the total deductions of $120,000, provided that the husband and the wife are both taxpayers, and the deductions claimed by each taxpayer does not...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2020-06-23