...). [Answer may be found in 1.2] Type “B” Question 2. An investment-linked long term insurance policy usually serves which of the following objectives: (i) protection (ii) investment (iii) fixed interest income (iv) guaranteed final return (a) (i) and (ii) only; (b) (ii) and (iii) only; (c) (iii) and (iv...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-long-2015.docx -
Date: 2019-12-02
... business relationships with the non-bank financial sector, business sector,intermediaries such as lawyers and accountants and so on where practicable; (ii)highlighting the subject of NCCTs in money laundering related forums or presentations where appropriate; (iii) drawing the attention of institutions'...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/circular051001.html -
Date: 2017-06-23
... the person; and (iii) the person’s financial status or solvency. The draft CPD Guideline aims to standardise, modernise and update existing CPD requirements applicable to insurance intermediaries in line with new statutory requirements. Major changes to...
https://www.ia.org.hk/english/infocenter/press_releases/20180928_1.html -
Date: 2018-09-28
...成分基金或 基礎基金向客戶提供意見,已經向積金局登記成為強積金中介人; Under clause 58: i. i. delete sub-clause (j) ii. ii. amend sub-clause (k) as shown on right-hand side iii. delete sub-clause (l) 第 58 條條款如下: i. 刪除第(j)款 ii. 修訂第(k)款見右欄 58. In considering whether a person is fit and proper to be or continue to be registered as a...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/8a_HKFI_CoP_for_Admin_of_Agents_v7b_24_5_2018_20190823.pdf -
Date: 2019-12-20
... nature is prepared or signed in Hong Kong; (iii) 投保表格、投保申請表格或任何其他同類性質的表格是在香港呈交或收取的; (iii) the proposal form, application form or any other form of a similar nature is submitted or received in Hong Kong; (iv) 投保表格、投保申請表格或任何其他同類性質的表格是在香港獲接受的;或 (iv) the proposal form, application form or any other form of a...
https://www.ia.org.hk/english/infocenter/statistics/files/2q21gen.pdf -
Date: 2022-06-01
... business, in relation to which the risk is underwritten in Hong Kong, that is to say: (i) 保單是在香港發出的; (i) the policy is issued in Hong Kong; (ii) 投保表格、投保申請表格或任何其他同類性質的表格是在香港擬備或簽署的; (ii) the proposal form, application form or any other form of a similar nature is prepared or signed in Hong Kong; (iii) 投保表格...
https://www.ia.org.hk/english/infocenter/statistics/files/3q21gen.pdf -
Date: 2022-06-01
...是在香港擬備或簽署的; (ii) the proposal form, application form or any other form of a similar nature is prepared or signed in Hong Kong; (iii) 投保表格、投保申請表格或任何其他同類性質的表格是在香港呈交或收取的; (iii) the proposal form, application form or any other form of a similar nature is submitted or received in Hong Kong; (iv) 投保表格、投保...
https://www.ia.org.hk/english/infocenter/statistics/files/2q20gen.pdf -
Date: 2020-11-30
... proposal form, application form or any other form of a similar nature is prepared or signed in Hong Kong; (iii) 投保表格、投保申請表格或任何其他同類性質的表格是在香港呈交或收取的; (iii) the proposal form, application form or any other form of a similar nature is submitted or received in Hong Kong; (iv) 投保表格、投保申請表格或任何其他同類性質的表格是在香港獲接受的;或...
https://www.ia.org.hk/english/infocenter/statistics/files/3q20gen.pdf -
Date: 2020-11-30