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... matter. Regulated advice would generally relate to the provision of a recommendation to the existing or potential policy holder on the contract of insurance or insurance matter, or be a statement made with a view to the policy holder placing reliance on that statement in respect of the contract of...
https://www.ia.org.hk/english/legislative_framework/files/Explanatory_Note_on_Licensing_Requirements_for_Employees_of_Authorized_Insurers.pdf - Date: 2020-07-06
... matter. Regulated advice would generally relate to the provision of a recommendation to the existing or potential policy holder on the contract of insurance or insurance matter, or be a statement made with a view to the policy holder placing reliance on that statement in respect of the contract of...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Explanatory_Note_on_Licensing_Requirements_for_Employees_of_Authorized_Insurers.pdf - Date: 2018-11-30
..., Equity and Inclusion (DEI); Environmental, Social and Governance (ESG); and Web3 development, focusing on how they can positively interact with the financial sector to promote a more stable and resilient financial system. Mr John Lee, Chief Executive of the Hong Kong Special Administrative...
https://www.ia.org.hk/english/infocenter/press_releases/20231110.html - Date: 2023-11-10
... monies, that client monies are used only for the purposes of the client and that all deposits and withdrawals are undertaken only in accordance with the Minimum Requirements. In addition, it is the responsibility of the brokers to ensure that the balances of client monies are reconciled on a sufficiently...
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
... are used only for the purposes of the client and that all deposits and withdrawals are undertaken only in accordance with the Minimum Requirements. In addition, it is the responsibility of the brokers to ensure that the balances of client monies are reconciled on a sufficiently regular basis....
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
... Understanding Medical Insurance Tips on making claims 1. Be aware of the deadline for lodging a claim Medical insurance policies usually have a time limit for lodging a claim, normally within 30 to 90 days from the date of...
https://www.ia.org.hk/english/medical_insurance/tips_on_making_claims.html - Date: 2024-01-18
... here below with that client before carrying on Linked Long Term Insurance Business for that client. To avoid any doubt, Members are at liberty of whether or how to align their duties and commitments to the existing client when two sets of agreement are concurrently in place. As the Member is acting as...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN9_GN_on_Client_Agreement_for_LLT_v1_22_7_2011_eg19.pdf - Date: 2019-12-20
... to inspect based a risk-based approach. This approach takes into account numerous quantitative and qualitative factors such as: type of business being carried on (long-term business is deemed higher risk than general business, in terms of regulatory requirements that need to be complied with...
https://www.ia.org.hk/english/legislative_framework/Conduct_in_Focus_Issue_07_(Article_01).html - Date: 2023-05-12
... reference from the Group of Seven’s Fundamental Elements on 5 Cybersecurity for the Financial Sector, the guideline provides insurers with guiding principles for developing their cybersecurity framework. Later this morning, there will be a keynote presentation by Ping An as well as a panel discussion on...
https://www.ia.org.hk/english/infocenter/files/Moodys_Insurance_Summit.pdf - Date: 2021-12-09
... reference from the Group of Seven’s Fundamental Elements on 5 Cybersecurity for the Financial Sector, the guideline provides insurers with guiding principles for developing their cybersecurity framework. Later this morning, there will be a keynote presentation by Ping An as well as a panel discussion on...
https://www.ia.org.hk/english/infocenter/files/Moodys_Insurance_Summit.pdf - Date: 2021-09-08