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⏭... from the cash balance of the insurance brokers’ own cash. (b) Insurance broking debtors and creditors, separately from other trade debtors and creditors. (c) The insurance broking debtors with breakdowns into:- 1) Net premiums or claims receivable in respect of clients; and 2) Fee or brokerage...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN11_Guidance_Note_on_Keeping_of_Separate_Client_Monies_v2_12_5_2015_eg19.pdf -
Date: 2019-12-20
... - 1 - CIB-GN(12) (issued on 18 December 2014, effective from 1 January 2015) (revised on 13 October 2015, effective from 1 January 2016) Guidance Note on Product Recommendation for Long Term Insurance Business According to Membership Regulation 3.5, the General Committee is issuing this Guidance...
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
... Circular: Insurance Agent engaging in illegal Cross-border Selling Activities Version 1 Please refer to the Chinese version for details. ...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_IARB_Circular_illegal_Cross_border_Selling_Activities_20190823.pdf -
Date: 2019-12-20
[PDF]
GL28_English.pdf
... GL28 GUIDELINE ON BENEFIT ILLUSTRATIONS FOR LONG TERM INSURANCE POLICIES Insurance Authority Contents 1. Introduction ......................................................................................................................................... 3 2 Interpretation...
https://www.ia.org.hk/english/legislative_framework/files/GL28_English.pdf -
Date: 2020-09-24
... GL28 GUIDELINE ON BENEFIT ILLUSTRATIONS FOR LONG TERM INSURANCE POLICIES Insurance Authority Contents 1. Introduction ......................................................................................................................................... 3 2 Interpretation...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Benefits_illustration.pdf -
Date: 2020-06-24
[PDF]
GL28.pdf
... GL28 GUIDELINE ON BENEFIT ILLUSTRATIONS FOR LONG TERM INSURANCE POLICIES Insurance Authority Contents 1. Introduction ......................................................................................................................................... 3 2 Interpretation...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL28.pdf -
Date: 2019-11-29
... 1_IARB_20061013_Application_exemption or extention_CPD.pdf ...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_IARB_20061013_Application_exemption_or_extention_CPD2_20190823.pdf -
Date: 2019-12-20
... have been updated and can be downloaded from the HKFI website: http://www.hkfi.org.hk/pdf/en/download/FAQs%20on%20Initiative%20on%20FNA.pdf The FAQs may be updated and revised from time to time, you are therefore advised to check the HKFI website regularly. SH/JW/LC Encl. (as at 29 January 2016) - 1...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_HKFI_FAQ_Initiative_on_FNA_v2_29_1_2016_20190823.pdf -
Date: 2019-12-20