Filter
Year
Content Type
File Type
Search Results
⏮
⏴
⏵
⏭[PDF]
PIBA_Speech_Mar_2018.pdf
...保險中介人的專業水平，以及盡量不影響現有從業人員。 首先是提高專業水平。市面上的保險產品日趨複雜和多樣化，因此我們認 為有需要檢討現時的保險中介人學歷資格要求，以確保他們有能力向客戶解釋 保單條款，並為他們所需提供的專業意見及優質服務奠定基礎，從而加強公眾 對購買保險的信心。 - 2 - 同時，考慮到現職中介人累積的經驗和對業界的貢獻，以及他們向現有客 戶持續服務的重要性，我們亦會確保十萬名現職中介人可順利在新制度下繼續 經營保險中介業務，不受新制度下的發牌要求所影響。 我們早前亦提議提高持續專業培訓的最低時數，並加入與道德或法規相關 的必修課程，很高興兩項建議都獲得業界的普遍認同。此外，為提升中介人...
https://www.ia.org.hk/english/infocenter/files/PIBA_Speech_Mar_2018.pdf -
Date: 2020-06-12
[PDF]
Table-L18_2017.pdf
... (America) Prudential (America) 31-12-17 - - - - RL360° RL360° 31-12-17 - - - - RL360 Services RL360 Services 31-12-17 - - - - SCOTTISH WIDOWS LIMITED SCOTTISH WIDOWS LIMITED 31-12-17 - - - - 先施人壽 Sincere Life 28-2-17 - - - - SJPI(HK)L SJPI(HK)L 31-12-17 - - - - 標準亞洲 Standard Life Asia 31-12-17 - - - - 香港永明...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L18_2017.pdf -
Date: 2019-08-19
[PDF]
Annex_30092021.pdf
... loan repayments with interests which would invariably reduce the amount of disposable income or liquid assets of the customers when the required repayments fall due or upon the request of the lender. The affordability assessment should therefore take this into account1. 2. It was observed that, for PF...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Annex_30092021.pdf -
Date: 2021-12-10
... ...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_IARB_Circular_Enhanced_Vetting_Req_v2_23_6_2017_20190823.pdf -
Date: 2019-12-20
... ...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_IARB_Guidelines_on_Disciplinar_Actions_v1_24_2_2010_20190823.pdf -
Date: 2019-12-20
... ...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/3a_HKFI_Cooling_off_Period_v3_1_2_2010_20190823.pdf -
Date: 2019-12-20
... Copy of VC List for Public_excel_16Apr21(2).xlsx Last updated on 16 April 2021 New: Newly approved activities Renewed: Approval-Renewed activities Ref 參考編號 Name of CPD Activity Provider 舉辦機構名稱 Title of Activity 活動名稱 CPD activity under the category of “Ethics or Regulations" 活動內容為「道德或規例」 No. of CPD...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_Approved_T1_CPD_adopting_VC.pdf -
Date: 2021-05-06
... kind of product provides you with cash annually (or monthly/quarterly), it is known as an "annuity". It is sometimes also referred to as a "self-made pension". Tips on purchasing annuity products 2 In terms of how long the annuity income lasts: For example, the public annuity scheme “HKMC Annuity Plan...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2021-12-14
... kind of product provides you with cash annually (or monthly/quarterly), it is known as an "annuity". It is sometimes also referred to as a "self-made pension". Tips on purchasing annuity products 2 In terms of how long the annuity income lasts: For example, the public annuity scheme “HKMC Annuity Plan...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2020-06-23
... kind of product provides you with cash annually (or monthly/quarterly), it is known as an "annuity". It is sometimes also referred to as a "self-made pension". Tips on purchasing annuity products 2 In terms of how long the annuity income lasts: For example, the public annuity scheme “HKMC Annuity Plan...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2022-05-24