... technical representative (agent) (being an individual who has a licence referenced in paragraph 3.1(c)); or (iii) a licensed technical representative (broker) (being an individual who has a licence referenced in paragraph 3.1(e)). 2.2 Unless otherwise specified, words and expressions used in this Guideline...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GuidelineonFitandProperCriteriaforLicensedInsuranceIntermediariesundertheInsuranceOrdinance.pdf -
Date: 2020-06-24
... technical representative (agent) (being an individual who has a licence referenced in paragraph 3.1(c)); or (iii) a licensed technical representative (broker) (being an individual who has a licence referenced in paragraph 3.1(e)). 2.2 Unless otherwise specified, words and expressions used in this Guideline...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GuidelineonFitandProperCriteriaforLicensedInsuranceIntermediariesundertheInsuranceOrdinance_Brokers.pdf -
Date: 2020-06-24
... technical representative (agent) (being an individual who has a licence referenced in paragraph 3.1(c)); or (iii) a licensed technical representative (broker) (being an individual who has a licence referenced in paragraph 3.1(e)). 2.2 Unless otherwise specified, words and expressions used in this Guideline...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Eng_GL23_FPP.pdf -
Date: 2019-09-10
... wife or husband or minor child (including a step-child) of that person; (ii) any body corporate of which that person is a director; (iii) any person who is an employee or partner of that person; (iv) if that person is a body corporate: (aa) any director (other than an independent non- executive...
https://www.ia.org.hk/english/supervision/reg_insurers_lloyd/files/GL10.pdf -
Date: 2020-09-07
... wife or husband or minor child (including a step-child) of that person; (ii) any body corporate of which that person is a director; (iii) any person who is an employee or partner of that person; (iv) if that person is a body corporate: (aa) any director (other than an independent non- executive...
https://www.ia.org.hk/english/legislative_framework/files/GL10.pdf -
Date: 2020-09-24
... supervisory authority, and if so, give particulars. - 7 - PART III - BUSINESS PLAN 19. The sources of business (for example : direct from public, through insurance brokers and agents, in-house from group companies) and the approximate percentage expected from each source. 20. The particulars of the marketing...
https://www.ia.org.hk/english/infocenter/forms/files/IA-6G.pdf -
Date: 2022-01-06
... supervisory authority, and if so, give particulars. - 7 - PART III - BUSINESS PLAN 19. The sources of business (for example : direct from public, through insurance brokers and agents, in-house from group companies) and the approximate percentage expected from each source. 20. The particulars of the marketing...
https://www.ia.org.hk/english/infocenter/forms/files/IA-6G.pdf -
Date: 2022-05-31
... supervisory authority, and if so, give particulars. - 7 - PART III - BUSINESS PLAN 19. The sources of business (for example : direct from public, through insurance brokers and agents, in-house from group companies) and the approximate percentage expected from each source. 20. The particulars of the marketing...
https://www.ia.org.hk/english/infocenter/forms/files/IA-6G.pdf -
Date: 2020-06-24
... Class C Business), GL30 on Financial Needs Analysis, GL27 on policy replacement, GL28 on benefit illustrations etc). (iii) Details of the AML/CTF controls, including ML/TF risk assessments and the corresponding additional measures relating to non-F2F onboarding of customers. (iv) Details of the Sandbox...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_05082020.pdf -
Date: 2020-12-21
...: By breakdown: (i) derived from general insurance business (ii) derived from long term insurance business (excluding ILAS) (iii) derived from long term insurance business (ILAS only) (b) Brokerage commission & fee expense (c) Other income (d) Other expense (e) Profit / (loss) before taxation (i.e....
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/survey_broker_250418.pdf -
Date: 2018-11-30