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⏭... 2021/2022評核期的培訓合規情況匯報程序 檔號：MC/CPD/CIR 僅經電郵發送 致：所有獲授權保險人的行政總裁、持牌保險代理機構及持牌保險經紀公司的負責人 敬啟者： 持續專業培訓 (「培訓」) 規定 2021/2022 評核期的培訓合規情況匯報程序 個人持牌人及委任主事人向保險業監管局 (「保監局」) 匯報培訓合規情況之詳細說明 承接著於 2022 年 1 月 28 日發出的通函，本局現列出有關 2021/2022 評核期，即由 2021 年 8 月 1 日至 2022 年 7 月 31 日，的持續專業培訓合規情況匯報程序。 I. 重要的期限 有關 2021/2022 評核期的主要...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Cir_dd_20220531_CPD_Compliance_Reporting_for_the_Assessment_Period_2021_2022_Chi.pdf -
Date: 2022-05-31
[HTML]
Management Trainee Scheme
... and spoken English and Chinese (preferably including Putonghua) Duration Training period of 2 to 3 years (Training period may be accelerated for trainees with outstanding calibre) ...
https://www.ia.org.hk/english/aboutus/careers/management_trainee_scheme/management_trainee_scheme.html -
Date: 2024-01-16
... Cooling-off Period Initiative 冷靜期 1 1 July 1996 N N Cooling-off Period 冷靜期...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/applicable_rules_issued_by_the_SROs.html -
Date: 2019-12-20
[PDF]
GL8.pdf
... issued by the relevant regulatory authorities and industry bodies from time to time, including: Code of Practice for Life Insurance Replacement(Note 1) Cooling-off Period (Note 1) Customer Protection Declaration (CPD) Form (Note 1) Guidance Note on Gifts (Note 1) Guidance Note on Gifts...
https://www.ia.org.hk/english/legislative_framework/files/GL8.pdf -
Date: 2020-09-24
[PDF]
FORM-L123_IIA.pdf
... FORM-L123.XLS FORM L1 REVENUE ACCOUNT OF ………………………………………... (name of insurer) in respect of class(es) * ......... for the period commencing …..…………… and ending ……………..…… $ $ Amount of Funds on ...................., Commissions Payable...
https://www.ia.org.hk/english/infocenter/forms/files/FORM-L123_IIA.pdf -
Date: 2019-04-24
... IA CPD Declaration Form_Eng_2021_22 Page 1 of 6 INSURANCE AUTHORITY (IA) Continuing Professional Development (CPD) Declaration Form (specified under the Guideline on Continuing Professional Development for Licensed Insurance Intermediaries (GL24)) CPD Assessment Period: 1 August 2021 – 31 July...
https://www.ia.org.hk/english/infocenter/forms/files/IA_CPD_Declaration_Form_Eng_2021_22.pdf -
Date: 2022-05-31
... IA CPD Declaration Form_Eng_2021_22 Page 1 of 6 INSURANCE AUTHORITY (IA) Continuing Professional Development (CPD) Declaration Form (specified under the Guideline on Continuing Professional Development for Licensed Insurance Intermediaries (GL24)) CPD Assessment Period: 1 August 2021 – 31 July...
https://www.ia.org.hk/english/infocenter/forms/files/IA_CPD_Declaration_Form_Eng_2021_22.pdf -
Date: 2022-05-31
[HTML]
FAQs
... you consider the remittance records data are good to submit, you can submit the records by clicking “Confirm to Submit” button. When you submit your records, there is 24 hours “cooling off” period that you can still upload the remittance record again to replace the submitted records....
https://www.ia.org.hk/english/portal_for_insurers/lisa/faq.html -
Date: 2019-10-23
[PDF]
List_of_T7_CPD.pdf
... of CPD hours 持續專業 培訓時數 Validity Period 有效期 Contact 聯絡方法 Remarks 備註 IA-01- 2019001 IA Anti-Money Laundering and Counter- Terrorist Financing Seminar 2019 3 21 Oct 2019 28 Oct 2019 Mr Ansel Tam 3899 9994 -- Last updated on 5 May 2021 Continuing Professional Development for Licensed Insurance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_T7_CPD.pdf -
Date: 2021-05-06