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Circular_31082021.pdf
... risks associated with investments made under such OA ILAS products (Q&A 32D on risk disclosure); provide guidance in complying with the relevant requirements (Q&A 32E on governance and controls); and 2 provide a transitional period till 30 June 2022 for necessary operational and system changes to be...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_31082021.pdf -
Date: 2021-09-09
[PDF]
GL16.pdf
... increasing emphasis on fair treatment of customers. ICP 19.2.4 stipulates that fair treatment of customers encompasses: (a) developing and marketing products in a way that pays due regard to the interests of customers; (b) providing customers with clear information before, during and after the point of sale...
https://www.ia.org.hk/english/legislative_framework/files/GL16.pdf -
Date: 2020-09-24
... - 1 - 香港保險師公會 2016 年週年大會暨午宴 2016 年 9 月 26 日 保險業監管局主席鄭慕智博士 致辭 麥會長、各位朋友，午安！ 1. 我很高興今天可以出席香港保險師公會舉辦的週年大會暨午 宴，與保險業的專才聚首一堂，分享保險業監管局（保監局） 的籌備工作進展。 2. 保監局的成立標誌着香港保險業的一個重要里程碑。保監局的 主要職能，是維持保險業穩定發展和保障保單持有人的利益。 保險是金融服務業的重要一環。香港能夠成為區內最發達的保 險市場之一，實在有賴保險業監理處（保監處）及業界一直以 來的努力。我在不同場合都分享過，良好的監管制度能提升顧 客對保險業務的信心，從而促進...
https://www.ia.org.hk/english/infocenter/files/Section6.2_160926_HKCiPluncheon.pdf -
Date: 2021-12-09
... - 1 - 香港保險師公會 2016 年週年大會暨午宴 2016 年 9 月 26 日 保險業監管局主席鄭慕智博士 致辭 麥會長、各位朋友，午安！ 1. 我很高興今天可以出席香港保險師公會舉辦的週年大會暨午 宴，與保險業的專才聚首一堂，分享保險業監管局（保監局） 的籌備工作進展。 2. 保監局的成立標誌着香港保險業的一個重要里程碑。保監局的 主要職能，是維持保險業穩定發展和保障保單持有人的利益。 保險是金融服務業的重要一環。香港能夠成為區內最發達的保 險市場之一，實在有賴保險業監理處（保監處）及業界一直以 來的努力。我在不同場合都分享過，良好的監管制度能提升顧 客對保險業務的信心，從而促進...
https://www.ia.org.hk/english/infocenter/files/Section6.2_160926_HKCiPluncheon.pdf -
Date: 2021-09-08
... - 1 - 香港保險師公會 2016 年週年大會暨午宴 2016 年 9 月 26 日 保險業監管局主席鄭慕智博士 致辭 麥會長、各位朋友，午安！ 1. 我很高興今天可以出席香港保險師公會舉辦的週年大會暨午 宴，與保險業的專才聚首一堂，分享保險業監管局（保監局） 的籌備工作進展。 2. 保監局的成立標誌着香港保險業的一個重要里程碑。保監局的 主要職能，是維持保險業穩定發展和保障保單持有人的利益。 保險是金融服務業的重要一環。香港能夠成為區內最發達的保 險市場之一，實在有賴保險業監理處（保監處）及業界一直以 來的努力。我在不同場合都分享過，良好的監管制度能提升顧 客對保險業務的信心，從而促進...
https://www.ia.org.hk/english/infocenter/files/Section6.2_160926_HKCiPluncheon.pdf -
Date: 2020-06-12
... to the CPD Guideline, individual licensees can earn up to 5 CPD hours (in aggregate) for each Assessment Period through participation in E-learning Activities recognized as Type 1 or Type 7 Qualified CPD Activities. 1.2. E-learning Activities can only be recognized as Type 1 or Type 7 Qualified CPD...
https://www.ia.org.hk/english/legislative_framework/files/requirements_applicable_to_E-learning_Activities_eng.pdf -
Date: 2020-09-24
... to the CPD Guideline, individual licensees can earn up to 5 CPD hours (in aggregate) for each Assessment Period through participation in E-learning Activities recognized as Type 1 or Type 7 Qualified CPD Activities. 1.2. E-learning Activities can only be recognized as Type 1 or Type 7 Qualified CPD...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/RequirementsapplicabletoElearningActivities.pdf -
Date: 2020-06-24
... to the CPD Guideline, individual licensees can earn up to 5 CPD hours (in aggregate) for each Assessment Period through participation in E-learning Activities recognized as Type 1 or Type 7 Qualified CPD Activities. 1.2. E-learning Activities can only be recognized as Type 1 or Type 7 Qualified CPD...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/RequirementsapplicabletoElearningActivities_Brokers.pdf -
Date: 2020-06-24
... value and death benefit shown on first and second page respectively, and 2) three assumed rates of return for illustration, 0%, 3% and 6% on one page with both surrender value and death benefit shown on the same page. For both options, other than the 0% assumed rate of return, all rates of return are...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4.GN_on_ILAS_Illustration_Document.pdf -
Date: 2019-12-20
[PDF]
sn-p&p-2013.pdf
... Commissioner of Insurance. ii TABLE OF CONTENTS Chapter Page 1. RISK AND INSURANCE 1/1 1.1 Concept of Risk 1/1 1.1.1 Meaning of Risk 1.1.2 Classification of Risk 1.1.3 Risk Management 1.2 Functions and Benefits of Insurance 1/4 2. LEGAL PRINCIPLES 2/1 2.1 The Law of Contract 2/1 2.1.1 Definition 2.1.2 Types of...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-p&p-2013.pdf -
Date: 2019-12-02