... may be asked to provide additional information to help us process your application. We may not be able to process your application if you do not provide sufficient information. 你或需提供更多資料,以協助我們處理你的申請。如你未能提供足夠資料,本局可能無法處 理你的申請。 3. The information provided will be used for processing your application for...
https://www.ia.org.hk/english/access_info/files/Application_Form.pdf -
Date: 2018-08-08
... “support” the customer’s affordability. It was found that some customers were able to use PF to purchase policies with a level of premium typically in excess of his/her affordability levels, resulting in over-leveraging3. In one particular case, the total premium amount of the said policy was found to be...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Annex_30092021.pdf -
Date: 2021-12-10
... payments to you after a certain period of time or at a specified age. In terms of when the annuity income starts: Start receiving Once paid up 3 Annuity Plan Death benefit Tips on purchasing annuity products Premium contribution period Income period A death benefit is a payout to the beneficiary of the...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2021-12-14
... payments to you after a certain period of time or at a specified age. In terms of when the annuity income starts: Start receiving Once paid up 3 Annuity Plan Death benefit Tips on purchasing annuity products Premium contribution period Income period A death benefit is a payout to the beneficiary of the...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2020-06-23
... payments to you after a certain period of time or at a specified age. In terms of when the annuity income starts: Start receiving Once paid up 3 Annuity Plan Death benefit Tips on purchasing annuity products Premium contribution period Income period A death benefit is a payout to the beneficiary of the...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2022-05-24
... payments to you after a certain period of time or at a specified age. In terms of when the annuity income starts: Start receiving Once paid up 3 Annuity Plan Death benefit Tips on purchasing annuity products Premium contribution period Income period A death benefit is a payout to the beneficiary of the...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2020-06-23
..., irrespective of the legal position in the jurisdiction where such conduct took place. /… - 3 - Inclusion of a country, individual, entity or activity in a UNSC sanctions resolution or sanctions list may constitute grounds for knowledge or suspicion for the purposes of relevant money laundering and terrorist...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/cir_aml_20180202_L.pdf -
Date: 2019-02-01
... broker company must maintain at all times increases from HK$100,000 to HK$300,000 (pursuant to rules 3 and 4(1) of the Broker Rules). To comply with these requirements from 1 January 2022, specified insurance broker companies (which have not already done so) must increase their paid-up share capital and...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Cir_dd_23112021.pdf -
Date: 2021-12-10
... Replacement (GL27), Guideline on Benefit Illustrations for Long Term Insurance Policies (GL28), and Guideline on Financial Needs Analysis (GL30). 3 Effective period Unless otherwise varied by the IA, Phase 2 of the TFM will take immediate effect until 30 June 2020 (based on policy application date). In case...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_27032020.pdf -
Date: 2020-06-15
... Replacement (GL27), Guideline on Benefit Illustrations for Long Term Insurance Policies (GL28), and Guideline on Financial Needs Analysis (GL30). 3 Effective period Unless otherwise varied by the IA, Phase 2 of the TFM will take immediate effect until 30 June 2020 (based on policy application date). In case...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_27032020.pdf -
Date: 2020-12-21