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⏭... implications of replacing your existing life insurance policy(ies) with the new life insurance policy. (effective 1/1/2005) 2 The Agent/Broker MUST HELP YOU complete all items below and tick where appropriate. Please write down the life insurance policy(ies) replaced/to be replaced and complete items 2 to 6...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/3a_HKFI_CoP_Life_Ins_Replacement_v3_1_1_2005_20190823.pdf -
Date: 2019-12-20
... implications of replacing your existing life insurance policy(ies) with the new life insurance policy. (effective 1/1/2005) 2 The Agent/Broker MUST HELP YOU complete all items below and tick where appropriate. Please write down the life insurance policy(ies) replaced/to be replaced and complete items 2 to 6...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4a_HKFI_CoP_Life_Ins_Replacement_v4_1_5_2006_20190823.pdf -
Date: 2019-12-20
... insurance policy. CUSTOMER PROTECTION DECLARATION FORM IMPORTANT DOCUMENT! PLEASE STUDY CAREFULLY BEFORE SIGNING! (Revised as at Oct 2008) 2 The Agent/Broker MUST HELP YOU complete all items below and tick where appropriate. Please write down the life insurance policy(ies) replaced/to be replaced and...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/5a_HKFI_CoP_Life_Ins_Replacement_v5_1_10_2008_20190823.pdf -
Date: 2019-12-20
... ...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_PIBA_Circular_letter_Non_disclosure_of_1_disciplinary_bankruptcy_records_2_criminal_records_v1_20_2.2012_eg19.pdf -
Date: 2019-12-20
... company; and (b) who manages or controls any matter relating to a regulated activity of the broker company. The restriction means that such a person cannot also be: - 2 - (a) a proprietor or a partner of a licensed insurance agency; (b) a licensed individual insurance agent; (c) a licensed technical...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Cir_Brokers_dd_18122020.pdf -
Date: 2020-12-21
... 2 March 2004 To: Chief Executive of all authorized insurance institutions carrying on long term business Dear Sir/Madam, United Nations (Anti-Terrorism Measures) Ordinance ("Ordinance") United...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/circular020304.html -
Date: 2017-06-23
[PDF]
Checklist_Broker.pdf
... necessary when processing the application. 1. Application for Insurance Broker Company Licence (Form A4); 2. Application for Proposed Appointment of a Responsible Officer (Form A3); 3. Individual Licence Application by the proposed Responsible Officer (Form A1) together with the supporting documents as...
https://www.ia.org.hk/english/infocenter/forms/files/Checklist_Broker.pdf -
Date: 2022-01-06