... Short-term Debt Instruments C. Advantages and Disadvantages of Money Market Instruments 2 ii. Debt Securities A. Investing in Debt Securities B. Par Value C. Convertibility D. Coupon Rate E. Term to Maturity F. Pricing of Bond G. Price and Yield Relationship H. Yield Curve I. Marketability J. Bond Ratings K....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/5.IL_syllabus_eng_2015_2017.pdf -
Date: 2019-12-02
... Negotiable Short-term Debt Instruments C. Advantages and Disadvantages of Money Market Instruments 2 ii. Debt Securities A. Investing in Debt Securities B. Par Value C. Convertibility D. Coupon Rate E. Term to Maturity F. Pricing of Bond G. Price and Yield Relationship H. Yield Curve I. Marketability J. Bond...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/6.IL_syllabus_eng_2017.pdf -
Date: 2019-12-02
...ếng Anh hoặc tiếng Trung , về các dịch vụ phiên dịch miễn phí có sẵn. ___________________ 1 Tám ngôn ngữ được đề cập là tiếng Bahasa Indonesia, Hindi, Nepal, Tagalog, Thái và Urdu, tiếng Việt và Punjabi. 2 B. Đào Tạo Nhân Viên Liên Quan về Dịch Vụ Để nâng cao nhận thức của nhân viên về các vấn...
https://www.ia.org.hk/english/aboutus/files/IA_EM_checklist-e-fair-Vietnamese.pdf -
Date: 2021-11-01
... first premium under the contract becomes payable. Example 2: Mr. B bought a long term insurance policy with an inception date of 1 April 2021. His annual premium is $150,000. When making his payment for the annual premium payable on 1 April 2021, the levy...
https://www.ia.org.hk/english/aboutus/role/financial_arrangements.html -
Date: 2021-09-13
..., 將可透過保險中介一站通處理。 如前所述,續期申請必須在現有牌照期滿日至少 45 日前遞交。然而,在實際操作中, 保險中介一站通將容許保監局提前在現有牌照期滿前 135 日(即約 4.5 個月)接收並開 始考慮持牌人士的續期申請。當然,最重要是有關申請人需預留充足時間提前遞交牌照 申請,以便保監局有相應時間處理這些申請。如延遲提交,則可能出現續期申請未能在 現有牌照期滿之時完成處理的風險。相反,預早和準時的續期申請,可讓持牌人士確定 其牌照的情況。 - 2 - 個人持牌人士的牌照續期申請,應透過保險中介一站通提交予保監局,並應由相關人士 的委任主事人,透過使用保險中介一站通的功能以管理及統籌有關...
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
...; LESSON 2 - Fit and proper licensed insurance agents in Hong Kong do not break the law by getting involved with cross border solicitation Licensed insurance intermediaries in Hong Kong must not breach the relevant laws and regulations in the Mainland which make solicitation of insurance in...
https://www.ia.org.hk/english/legislative_framework/Conduct_in_Focus_Issue_07_(Article_02).html -
Date: 2023-09-18
... arranged by the airline. The insured person cannot choose another flight on their own. No additional transportation and accommodation expenses incurred by choosing another flight on their own are covered under the policy terms. Case 2: Pre-existing conditions Mr. Lee and his wife...
https://www.ia.org.hk/english/travel_insurance/claims_cases.html -
Date: 2024-01-18
... III. Investment Assets i. Money Market Instruments A. Bank Deposits B. Negotiable Short-term Debt Instruments C. Advantages and Disadvantages of Money Market Instruments 2 ii. Debt Securities A. Investing in Debt Securities B. Par Value C. Convertibility D. Coupon Rate E. Term to Maturity F. Pricing of...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/syll-15.pdf -
Date: 2019-12-02
...:
[email protected] A B 1
2 3 合適與否 保障金額 負擔能力 仔細考慮你需要甚麼財務保障,並選擇最 切合你個人目標及需要的保障範圍。 評估你的財務能力,特別是購買保費期較長 的人壽保險。因為較長的保費期可能會對你 的財務狀況造成負擔。你購買人壽保險前, 宜先利用「財務需要分析」來幫助了解你的 財務能力。 4 產品比較 比較各家保險公司所提供的產品並作出評估, 從而選擇最切合自己需要的保障。不要只著眼 於保費金額。保費多寡,通常與保障範圍和條 款相關。如有需要,你可向保險公司或保險中 介人查詢。 慎重釐定投保金額。一般保險(如財產險)的 投保額應與受保財物的重置價值相符。至於人 壽保險的投保額,應能足夠...
https://www.ia.org.hk/english/infocenter/files/Tips_on_buying_insurance_Chn_2020.pdf -
Date: 2021-12-14
... IFEC. Copyright © 2020 Insurance Authority and Investor and Financial Education Council. All rights reserved. www.ifec.org.hk
[email protected] Website: www.ia.org.hk Tel: (852) 3899 9983 Email:
[email protected] A B 1
2 3 Tips on buying insurance Suitability Protection amount A�ordability Consider...
https://www.ia.org.hk/english/infocenter/files/Tips_on_buying_insurance_Eng_2020.pdf -
Date: 2021-12-14