... providing a non-insurance professional service, but in his marketing of that service he indicates a regulated activity to be included as an incidental part of the professional service he provides. It might also include a situation where the person gives the impression that he is licensed to carry on such...
https://www.ia.org.hk/english/legislative_framework/files/Explanatory_Note_on_Regulated_Activities.pdf -
Date: 2021-10-12
... commissions, service fees or marketing allowances paid by the insurers. For these, additional measures for disclosure (over and above those stated in this Practice Note) may be required to be given by the licensed insurance broker company to the client and express consent obtained. Please also see circular...
https://www.ia.org.hk/english/legislative_framework/files/Practice_note_on_Remuneration_Disclosure_Eng.pdf -
Date: 2020-06-01
... commissions, service fees or marketing allowances paid by the insurers. For these, additional measures for disclosure (over and above those stated in this Practice Note) may be required to be given by the licensed insurance broker company to the client and express consent obtained. Please also see circular...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Practice_note_on_Remuneration_Disclosure_Eng.pdf -
Date: 2020-06-24
... the pandemic. In times of adversity, however, insurance practitioners have always shown an uncanny ability to face down challenge, adapt and get on with it, by finding ways to provide service to policyholders and to continue to manage society’s risks. Resilience is in the industry’s DNA, as is the...
https://www.ia.org.hk/english/infocenter/files/Conduct_in_Focus_Mar_issue_EN.pdf -
Date: 2022-05-24
... Professionals 3.2 Claims Handling 3/10 3.2.1 Arbitration Condition 3.2.1a Alternative Dispute Resolution Condition 3.2.2 Methods of Settlement 3.2.3 Insurance Complaints Bureau 3.2.3a Claims Adjudication Service 3.2.3b Non-claim Related Mediation Service 4. CUSTOMER SERVICE 4/1 4.1 Customer Service and its...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GI_SN_eng_2018.pdf -
Date: 2019-12-02
... facilitate consumers in making more informed and better choices. Customers are looking for value to be clearly demonstrated, reflecting a balance of price, product features and service tailored to their personal needs. Once they have made their choice and established a relationship with a service provider...
https://www.ia.org.hk/english/infocenter/files/Section6.2_160421_HKFIlunchtalk.pdf -
Date: 2021-12-09
... facilitate consumers in making more informed and better choices. Customers are looking for value to be clearly demonstrated, reflecting a balance of price, product features and service tailored to their personal needs. Once they have made their choice and established a relationship with a service provider...
https://www.ia.org.hk/english/infocenter/files/Section6.2_160421_HKFIlunchtalk.pdf -
Date: 2021-09-08
... facilitate consumers in making more informed and better choices. Customers are looking for value to be clearly demonstrated, reflecting a balance of price, product features and service tailored to their personal needs. Once they have made their choice and established a relationship with a service provider...
https://www.ia.org.hk/english/infocenter/files/Section6.2_160421_HKFIlunchtalk.pdf -
Date: 2020-06-12
... - FINANCIAL INSTITUTIONS 41 Overview Banking Securities Money Service Operators Insurance Money Lenders CONTENT 6. SECTORAL RISK ASSESSMENT - DESIGNATED NON-FINANCIAL BUSINESSES AND PROFESSIONS 77 Overview Lawyers Accountants Trust or Company Service Providers Estate Agents Dealers in Precious Metals and...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/hk-risk-assessment-report_e.pdf -
Date: 2021-11-12
... - FINANCIAL INSTITUTIONS 41 Overview Banking Securities Money Service Operators Insurance Money Lenders CONTENT 6. SECTORAL RISK ASSESSMENT - DESIGNATED NON-FINANCIAL BUSINESSES AND PROFESSIONS 77 Overview Lawyers Accountants Trust or Company Service Providers Estate Agents Dealers in Precious Metals and...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/hk-risk-assessment-report_e.pdf -
Date: 2022-04-27