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⏭... Details (2): Name of insurance products: Policy numbers: Policy effective dates: Name of MPF trustee/ MPF scheme: Other information: Check Box5: Off Check Box6: Off Check Box7: Off Check Box8: Off Check Box9: Off Check Box1: Off Check Box2: Off Check Box3: Off Check Box4: Off Other: Details of the...
https://www.ia.org.hk/english/aboutus/files/Editable_Complaint_Form_Eng_2022Jan.pdf -
Date: 2022-01-01
... Details (2): Name of insurance products: Policy numbers: Policy effective dates: Name of MPF trustee/ MPF scheme: Other information: Check Box5: Off Check Box6: Off Check Box7: Off Check Box8: Off Check Box9: Off Check Box1: Off Check Box2: Off Check Box3: Off Check Box4: Off Other: Check Box10: Off Check...
https://www.ia.org.hk/english/aboutus/files/Editable_Complaint_Form_Eng_2022Jan.pdf -
Date: 2022-03-09
... relation to Remuneration Disclosure and is promulgating these hereby. These Regulations, as attached, shall be incorporated into our existing Membership Regulations under Section 14 “Disclosure of Information”, as item no. 14.8. These shall be with effect from 15 April 2013. For your information, the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/7a_CIB_Membership_Regulations_v7_17_10_2012_eg19.pdf -
Date: 2019-12-20
... account of in determining the client money requirement. Such reconciliations should be carried out whenever the ledgers are updated which should be no less than monthly. 4.6 Make good the balance of the client accounts within the next business day, (a) When a deficiency of funds in client accounts is...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN11_Guidance_Note_on_Keeping_of_Separate_Client_Monies_v1_16_8_2013_eg19.pdf -
Date: 2019-12-20
... will also need to be taken account of in determining the client money requirement. Such reconciliations should be carried out whenever the ledgers are updated which should be no less than monthly. 4.6 Make good the balance of the client accounts within the next business day, (a) When a deficiency of...
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
... have now been formed and the first disciplinary cases are currently under consideration. Representation of Information 16% Claims 17% Conduct 30% Business or Operations 18% Services 15% Insurance Intermediary against Insurer 3% Others 1% Total: 1,494 Representation of Information 16% Claims 18% Conduct...
https://www.ia.org.hk/english/infocenter/files/Conduct_In_Focus_English_Issue2.pdf -
Date: 2021-12-14