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[PDF] AR2016.pdf
... Authorisation Name of Insurer Place of Incorporation Type of Business Compañía Española de Seguros y Reaseguros de Crédito y Caución S.A. Spain General Fubon Life Insurance (Hong Kong) Company Limited Hong Kong Long Term Generali Life (Hong Kong) Limited Hong Kong Long Term St. James’s Place International (Hong...
https://www.ia.org.hk/english/infocenter/files/AR2016.pdf - Date: 2020-06-23
... procedures, that when more than one type of Long Term Insurance products, or a hybrid of different types, are available to meet clients’ specific needs and financial circumstances, Members should not confine the options to a single type of products or to products of a single provider. - 2 - 8. Only in cases...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN12_on_Product_Recommend_for_LT_v2_13_10_2015_eg19.pdf - Date: 2019-12-20
... of Mr To which gave rise to the MPFA’s decision involved his handling of client information, completion and submission of forms, and carrying on telephone calls with a financial services provider, being the same type of activities that a licensed insurance intermediary undertakes when carrying...
https://www.ia.org.hk/english/infocenter/press_releases/20220308.html - Date: 2022-03-08
... 香港長期保險業務的臨時統計數字 Provisional Statistics on Hong Kong Long Term Insurance Business 表格 HKLQ1-1 Form HKLQ1-1 類別 Class 業務種類 Type of Business 整付保費 Single Premiums 非整付保費 Non-single Premiums 受保人數 No. of Lives 整付保費 Single Premiums 非整付保費 Non-single Premiums 此期間收入帳內的可收 取的整付保費 Single Premiums Receivable in...
https://www.ia.org.hk/english/infocenter/statistics/files/3q17long.pdf - Date: 2018-03-12
... Insurance Agent Licensed Technical Representative (Agent) Licensed Technical Representative (Broker) Licensed Insurance Broker Company Type Business Entity Individual Licensed Insurance Broker Transitional Arrangements for Deemed Licensees Commencement of New Regulatory Regime on 23 September 2019 Enhance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/New_regime_brochure_Eng.pdf - Date: 2020-07-16
... refer to the fulfillment ratio of a product series with the features that are similar to what you are interested in, such as the type of non-guaranteed benefits and product type. Reminder The fulfillment ratio may serve as a reference of past performance for policyholders, but...
https://www.ia.org.hk/english/participating_policy/how_to_choose_participating_policy.html - Date: 2024-01-18
... to encourage greater use of E- learning Activities, the cap on the number of CPD hours that can be obtained through Type 1 and Type 7 E-learning Activities for each Assessment Period is lifted permanently. This means that there is no longer any cap on the number of CPD hours to be earned through...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/CPD_Circular_25032022_Eng.pdf - Date: 2022-05-31
... Insurance Agent Licensed Technical Representative (Agent) Licensed Technical Representative (Broker) Licensed Insurance Broker Company Type Business Entity Individual Licensed Insurance Broker Transitional Arrangements for Deemed Licensees Commencement of New Regulatory Regime on 23 September 2019 Enhance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/New_regime_brochure_Eng.pdf - Date: 2020-05-29
... following information must be disclosed in addition to the existing product disclosure requirements: (i) Objective(s) of buying the product is(are) clearly stated; (ii) Type and nature of the product is clearly stated (e.g. “The product is a long term insurance plan underwritten by [name of insurer] and is...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/6_HKFI_Initiative_on_FNA_v6_1_6_2018_20190823.pdf - Date: 2019-12-20
[PDF] AR2014.pdf
... Hermes Europe) 17 New Authorisation The IA authorised seven new insurers in 2014. A complete list of authorised insurers as at 31 December 2014 and changes within the reporting period are summarised at Appendices 3 to 6. Figure 1.2 New Authorisation Name of Insurer Place of Incorporation Type of Business...
https://www.ia.org.hk/english/infocenter/files/AR2014.pdf - Date: 2021-12-14