... Qualifying Deferred Annuity Policy Frequently Asked Questions Q1 How do I know which deferred annuity products are tax deductible? A1...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/faqs.html -
Date: 2020-07-22
.../forms/intermediaries.html 持牌保險公司(即持牌保險代理機構和持牌保險經紀公司)牌照續期的詳情會在稍後階 段公佈(但如上所述,持牌保險公司所委任的個人持牌人士應透過保險中介一站通處理 牌照續期)。 資料更改的通知現可透過保險中介一站通遞交 保監局亦在此宣布已新增保險中介一站通的功能,以供所有持牌保險中介人(包括個人 和公司)能夠透過保險中介一站通,通知保監局其資料的更改(而不必使用表格 N3 和 N4 的實體紙本1)。同樣地,此功能將於 2022 年 5 月 23 日起可供使用。 本局將監控牌照續期的進度,並繼續與業界合作,以確保該過程有成效及有效率。 如對牌照續期程序有任何...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_Applications_for_Renewal_of_Insurance_Intermidiary_Licence_Individuals_Chi_20220520.pdf -
Date: 2022-05-31
... issuance and Rules to restrict the sale of ILS to eligible, essentially qualified institutional investors. To encourage market development, a two-year Pilot ILS Grant Scheme was announced by the Financial Secretary1 in February 2021 to attract insurance enterprises and other organisations to issue ILS in...
https://www.ia.org.hk/english/reinsurance_specialty/introduction.html -
Date: 2024-01-19
... public entities whose assets must be frozen pursuant to the Resolution. The list of names can be found in the website of the United Nations (www.un.org/Docs/sc/committees/IraqKuwait/1483_1st_2.pdf). Please check the designated names against your records and report to the JFIU if any of the...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/circular190104.html -
Date: 2017-06-23
..., the appointment of a Non-IA Eligible DP Member will be for a 3-year term from 1 October 2023 to 30 September 2026 and he or she will be eligible for re-appointment at the end of each term. IA Eligible DP Members Dr Clement Chen Cheng-jen, GBS, JP Ms Ivy Cheung Wing-han...
https://www.ia.org.hk/english/enforcement/Disciplinary_Panel_Pool/DPP.html -
Date: 2023-11-15
... Virtual onboarding via video conferences with intermediaries Points to note 1. Don't participate in a video conference from a public place To protect your personal privacy, do not apply for insurance via video conference in a public...
https://www.ia.org.hk/english/digital_onboarding/virtual/points_to_note.html -
Date: 2024-01-18
... Fulfillment Ratio How to Interpret the Fulfillment Ratio 1. Observe the ratios across all policy years Under normal circumstances, the fulfillment ratio in earlier policy years may be close to 100%, as investment performance over a short...
https://www.ia.org.hk/english/fulfillment_ratio/how_to_interpret_fulfillment_ratio.html -
Date: 2024-01-17
... period for 23 September 2019 to 31 July 2020 (“the First CPD Assessment Period”) with the CPD assessment period for 1 August 2020 to 31 July 2021 (the “Second CPD Assessment Period”). As a result of this merger: • an individual licensee will be considered as CPD-compliant provided that by the end of the...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_CPDList_FAQ_Reporting_20200930.pdf -
Date: 2020-12-21