... methods) for the distribution of products covered in Phase 2 of TFM are allowed. /…… 2 (ii) Unless otherwise waived in the Guideline on Financial Needs Analysis (“FNA”) (GL30), upfront disclosure1 must be made by the intermediaries, in lieu of an FNA assessment (which is required when intermediaries...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_27032020.pdf -
Date: 2020-06-15
... methods) for the distribution of products covered in Phase 2 of TFM are allowed. /…… 2 (ii) Unless otherwise waived in the Guideline on Financial Needs Analysis (“FNA”) (GL30), upfront disclosure1 must be made by the intermediaries, in lieu of an FNA assessment (which is required when intermediaries...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_27032020.pdf -
Date: 2020-12-21
... The further facilitative measures are the following: Extension of Temporary Facilitative Measures to 30 September 2022 The validity of the temporary facilitative measures1 (TFM) for non-face-to-face distribution of specific protective insurance products will be extended to 30...
https://www.ia.org.hk/english/infocenter/press_releases/20220304.html -
Date: 2022-03-04
... 30 November 2018 Our Ref: MC/INT/5 To: Chief Executives of all authorized insurers Dear Sirs, Explanatory Note on Licensing Requirements for Employees of Authorized Insurers under Regulatory Regime for Insurance Intermediaries We are writing to inform you that an Explanatory Note on Licensing...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Explanatory_Note_on_Licensing_Requirements_for_Employees_of_Authorized_Insurers_under_Regulatory_Regime_for_Insurance_Intermediaries.pdf -
Date: 2018-11-30
... 30 November 2018 Our Ref: MC/INT/5 To: Chief Executives of all authorized insurers Dear Sirs, Explanatory Note on Licensing Requirements for Employees of Authorized Insurers under Regulatory Regime for Insurance Intermediaries We are writing to inform you that an Explanatory Note on Licensing...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Explanatory_Note_on_Licensing_Requirements_for_Employees_of_Authorized_Insurers_under_Regulatory_Regime_for_Insurance_Intermediaries.pdf -
Date: 2018-11-30
... 115,635 309,898 245,407 236,257 165 21,142 (24,188) 44,364,458 30,293,824 27,068,393 7,718,530 4,902,772 23,630,248 15,955,840 16,540,190 41,714 4,727,365 856,352 Statistics contained herein are compiled from statistical information provided by insurers in their quarterly returns to the Insurance...
https://www.ia.org.hk/english/infocenter/statistics/files/3q19gen.pdf -
Date: 2020-03-13
..., personal accident, disability or long-term care cover). With immediate effect until 30 June 2020, insurers and intermediaries are allowed to distribute those life insurance products through non-face-to-face methods. Measures have been put into place to ensure that the interests of policy holders...
https://www.ia.org.hk/english/infocenter/press_releases/20200327.html -
Date: 2020-03-27