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⏭... Representative (Agent)/Technical Representative (Broker) † Type of Licensed Insurance Intermediary Name Insurance Intermediary Licence No. Effective Date of Termination (DD/MM/YY) Reason for Termination □ Licensed Insurance Agency □ Licensed Individual Insurance Agent □ Licensed Technical Representative (Agent...
https://www.ia.org.hk/english/infocenter/forms/files/Supplemental_Termination_of_Appointment.pdf -
Date: 2022-05-31
... Representative (Agent)/Technical Representative (Broker) † Type of Licensed Insurance Intermediary Name Insurance Intermediary Licence No. Effective Date of Termination (DD/MM/YY) Reason for Termination □ Licensed Insurance Agency □ Licensed Individual Insurance Agent □ Licensed Technical Representative (Agent...
https://www.ia.org.hk/english/infocenter/forms/files/Supplemental_Termination_of_Appointment.pdf -
Date: 2020-06-24
... Latest edition of Conduct In Focus encourages best practice principles for insurers to handle complaints 2 March 2022 The Insurance Authority (IA) published its latest issue of Conduct In Focus1 today (2 March 2022) presenting statistics on...
https://www.ia.org.hk/english/infocenter/press_releases/20220302.html -
Date: 2022-03-02
... further details. Ends Notes: 1 Co-organised with the Hong Kong Academy of Finance 2 AIF 2023 is a Type 7 Qualified CPD Activity specified under the CPD Guideline (GL24) issued by the IA. For details, please refer to the confirmation email upon successful...
https://www.ia.org.hk/english/infocenter/press_releases/20231110.html -
Date: 2023-11-10
... regular basis. Sufficiently regular basis in this regard will depend on the size and complexity of the broker’s operations and further guidance on this is included below. 2. In developing systems of control brokers should have regard to the following control objectives: 2.1 Control objectives over...
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
[PDF]
List_of_T7_CPD.pdf
... licensees can earn up to 5 CPD hours for each Assessment Period through participation in E- learning Activities recognized as Type 1 or 7 Qualified CPD Activities (in aggregate). Note 2: This activity can also be offered in virtual classroom mode. Note 2A: This activity is conducted in virtual classroom...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_T7_CPD.pdf -
Date: 2021-05-06
[PDF]
20201007_N3_Eng.pdf
... Insurance Intermediary Insurance Intermediary Licence No. Name in English † Type of licensee □ Individual Insurance Agent □ Technical Representative (Agent) □ Technical Representative (Broker) II. Type of Changes Please select the change(s) reported in the Notification and complete the relevant section(s...
https://www.ia.org.hk/english/infocenter/forms/files/20201007_N3_Eng.pdf -
Date: 2022-01-06
[PDF]
4q21long.pdf
... 2021 新造直接個人人壽業務: 類別 A 至 F DIRECT INDIVIDUAL NEW BUSINESS: CLASSES A TO F 銷售渠道 Distribution Channel (a) 代理 (不包括銀行) (a) Agents (excluding Banks) (b) 銀行 (b) Banks (c) 經紀 (c) Brokers (d) 直接 (d) Direct (e) 其他 (e) Others 表格 HKLQ1-2 Form HKLQ1-2 類別 Class 業務種類 Type of Business 整付保費 Single Premiums 非整付保費...
https://www.ia.org.hk/english/infocenter/statistics/files/4q21long.pdf -
Date: 2022-03-11