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⏭... monies is reconciled with the client money requirement, and (b) Client money requirement shall mean the amount of client monies which the insurance brokers should have in the bank account, i.e. the difference between the “net premium or claims payable in respect of clients under the insurance broking...
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
...) The ledger balance of client monies is reconciled with the client money requirement, and (b) Client money requirement shall mean the amount of client monies which the insurance brokers should have in the bank account, i.e. the difference between the “net premium or claims payable in respect of clients...
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
... Guidelines on Conduct Requirements for Registered MPF Intermediaries Registered MPF intermediaries must comply with a set of...
https://www.ia.org.hk/english/supervision/reg_mpf_intermediaries/guidelines_on_conduct_requirements_for_registered_mpf_intermediaries.html -
Date: 2020-06-18
... minimise social contact and the risk of virus infection, members of the public are encouraged to make use of the IA’s hotline and online services as much as possible. The operating hours of the IA office and hotline services are set out on the IA website. Ends ...
https://www.ia.org.hk/english/infocenter/press_releases/20200501.html -
Date: 2020-05-01
... first year of the direct regulatory regime for licensed insurance agents and issues relating to authorized insurers As you will be aware, the new direct regulatory regime for licensed insurance intermediaries, as set out in the Insurance Ordinance (Cap. 41) (the “Ordinance”), has been in effect for just...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Cir_Insurers_dd_18122020.pdf -
Date: 2020-12-21
[PDF]
cir_aml_20190913_1.pdf
...://www.gld.gov.hk/egazette/ http://www.ia.org.hk/ - 2 - (2) Frequently Asked Questions A new set of frequently asked questions (“FAQs”) in relation to anti-money laundering and counter-terrorist financing (“AML/CFT”) is published by the Insurance Authority today. The FAQs published on 15 April 2019 are superseded...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/cir_aml_20190913_1.pdf -
Date: 2019-12-24
... technology (IT) infrastructure, determination of the measurement models (such as general model, premium allocation model, or variable fee model), data storage and management, reporting & disclosure requirements, lack of actuarial support, etc. Optional – you may also supplement the proposed solutions...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/HKFRS_17_Readiness_Assessment_Survey.pdf -
Date: 2018-11-30
[HTML]
Application process
... carefully. During the application process: First, you can request a quotation direct on the relevant platform. After selecting an insurance product, you can enter your personal data and answer the underwriting questions yourself, and pay the premium through the electronic payment...
https://www.ia.org.hk/english/digital_onboarding/online/application_process.html -
Date: 2024-01-18
... specified in the Insurance (Financial and Other Requirements for Licensed Insurance Broker Companies) Rules (“Broker Rules”) made under the Insurance Ordinance (Cap.41) (“IO”). The Broker Rules set out the requirements in relation to the following aspects...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/insurance_brokers.html -
Date: 2020-06-16