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P3_SN_eng_2016.docx
... 2.1.3 Whole Life Insurance 2.2 Non-Traditional Types of Life Insurance 2/6 2.2.1 Universal Life Insurance 2.2.2 Unit-Linked Long Term Insurance 2.3 Annuities and Pensions 2/9 2.3.1 Annuities 2.3.2 Pensions 2.4 Group and Individual Insurance Plans 2/11 3. BENEFIT RIDERS AND OTHER PRODUCTS 3/1 3.1...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2016.docx -
Date: 2019-12-02
[PDF]
cir_aml_20180312.pdf
... Statements issued by the Financial Action Task Force on Money Laundering (“FATF”) 12 March 2018 Our Ref: INS/TEC/6/45 To : Chief Executives of all authorized insurers carrying on long term business Dear Sirs, Statements issued by the Financial Action Task Force on Money Laundering (“FATF”) Further...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/cir_aml_20180312.pdf -
Date: 2019-02-01
[PDF]
cir_aml_20180718.pdf
... Statements issued by the Financial Action Task Force on Money Laundering (“FATF”) 18 July 2018 Our Ref: INS/TEC/6/45 To : Chief Executives of all authorized insurers carrying on long term business Dear Sirs, Statements issued by the Financial Action Task Force on Money Laundering (“FATF”) Further...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/cir_aml_20180718.pdf -
Date: 2019-02-01
... shall be put under sections with proper and clear headings, separating from that as specified and required for Linked Long Term Insurance Business in this Guidance Note; 6. Provisions governing that client will be informed in writing by the Member of the full name and registration number of the Member’s...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN9_GN_on_Client_Agreement_for_LLT_v1_22_7_2011_eg19.pdf -
Date: 2019-12-20
... issued. (6) (6) (5) 2. The financial implication of the replacement: There is financial impact on replacing your existing policy(ies). Generally speaking the replacement cost is approximately two times the annual premium of your existing policy(ies). Please consult the insurer(s) of your existing policy...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2a_HKFI_CoP_Life_Ins_Replacement_v2_1_10_2002_20190823.pdf -
Date: 2019-12-20
... .......................................................................................................................... 5 Target Audience, Status and Content of the Guidance ............................................................................. 6 Chapter Two: The Risk-Based Approach – purpose, benefits and challenges ....................................... 6 The purpose of the Risk-Based Approach...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/RBA_Guidance_for_Life_Insurance_Sector.pdf -
Date: 2021-11-12
... .......................................................................................................................... 5 Target Audience, Status and Content of the Guidance ............................................................................. 6 Chapter Two: The Risk-Based Approach – purpose, benefits and challenges ....................................... 6 The purpose of the Risk-Based Approach...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/RBA_Guidance_for_Life_Insurance_Sector.pdf -
Date: 2022-04-27
... .......................................................................................................................... 5 Target Audience, Status and Content of the Guidance ............................................................................. 6 Chapter Two: The Risk-Based Approach – purpose, benefits and challenges ....................................... 6 The purpose of the Risk-Based Approach...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/RBA_Guidance_for_Life_Insurance_Sector.pdf -
Date: 2019-11-05
[PDF]
Agent_Code_Eng.pdf
... - Exercising Care, Skill and Diligence IV. General Principle 4 - Competence to Advise V. General Principle 5 - Disclosure of Information VI. General Principle 6 - Suitability of Advice VII. General Principle 7 - Conflicts of Interest VIII. General Principle 8 - Client Assets IX. Corporate Governance and...
https://www.ia.org.hk/english/legislative_framework/files/Agent_Code_Eng.pdf -
Date: 2020-06-01
... - Exercising Care, Skill and Diligence IV. General Principle 4 - Competence to Advise V. General Principle 5 - Disclosure of Information VI. General Principle 6 - Suitability of Advice VII. General Principle 7 - Conflicts of Interest VIII. General Principle 8 - Client Assets IX. Corporate Governance and...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/CodeofConductforLicensedInsuranceAgents.pdf -
Date: 2020-06-24