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The sales process in general
... The insurer or insurance intermediary will recommend a suitable product to you based on the FNA results and provide you with information of the respective product, including product brochures, benefit illustrations and a website link showing the fulfillment ratio. Read the information carefully to...
https://www.ia.org.hk/english/participating_policy/sales_process.html -
Date: 2024-01-18
... through public databases, internet, etc.), and updating more regularly the identification data of customer and beneficial owner; or • obtaining information on the source of wealth or source of funds of the customer. – examples of information useful for verifying customer’s source of wealth and source of...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/Recent_Update_on_GL3_2019.pdf -
Date: 2021-11-12
... through public databases, internet, etc.), and updating more regularly the identification data of customer and beneficial owner; or • obtaining information on the source of wealth or source of funds of the customer. – examples of information useful for verifying customer’s source of wealth and source of...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/Recent_Update_on_GL3_2019.pdf -
Date: 2022-04-27
... through public databases, internet, etc.), and updating more regularly the identification data of customer and beneficial owner; or • obtaining information on the source of wealth or source of funds of the customer. – examples of information useful for verifying customer’s source of wealth and source of...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/Recent_Update_on_GL3_2019.pdf -
Date: 2019-11-05
... Asian Insurance Forum 2023 successfully concluded with record-high participation and insightful exchanges on financial stability and resilience 8 December 2023 The Asian Insurance Forum (AIF) was held today (8 December 2023) in hybrid format under...
https://www.ia.org.hk/english/infocenter/press_releases/20231208.html -
Date: 2023-12-08
... - ‘Sandbox’ approach Principles 26 • Does not intend to define parameters for the above principles • On a case by case basis • Please engage with IA early • Benefits : Insurers - gain real market data and information of user experience in controlled environment before official launch IA - provide inputs to...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_RBC_Regime_and_Insurtech.pdf -
Date: 2021-12-09
... - ‘Sandbox’ approach Principles 26 • Does not intend to define parameters for the above principles • On a case by case basis • Please engage with IA early • Benefits : Insurers - gain real market data and information of user experience in controlled environment before official launch IA - provide inputs to...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_RBC_Regime_and_Insurtech.pdf -
Date: 2021-09-08
... - ‘Sandbox’ approach Principles 26 • Does not intend to define parameters for the above principles • On a case by case basis • Please engage with IA early • Benefits : Insurers - gain real market data and information of user experience in controlled environment before official launch IA - provide inputs to...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_RBC_Regime_and_Insurtech.pdf -
Date: 2020-06-12
... Joint statement on the establishment of the Green and Sustainable Finance Cross-Agency Steering Group 5 May 2020 The Hong Kong Monetary Authority (HKMA) and the Securities and Futures Commission (SFC) initiated the establishment of the Green and...
https://www.ia.org.hk/english/infocenter/press_releases/20200505.html -
Date: 2020-05-06
... Services Development Council; the second one on BRI moderated by Mr Christopher Hui, Secretary for Financial Services and the Treasury; and the final one on Insurtech moderated by Dr George Lam, Chairman of the Hong Kong Cyberport Management Company Limited. Mr Bernard Chan, Convenor of the Non-Official...
https://www.ia.org.hk/english/infocenter/press_releases/20201208.html -
Date: 2020-12-08