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⏭...。在「一帶一 路」國策下，香港致力為國家擔當「超級聯繫人」的角色。 而香港保險業亦能擔當內地企業海外風險管理者的角色，以 協助內地企業「走出去」及支援「一帶一路」的發展。 寧波國家保險創新綜合試驗區，是全國首個且唯一經國 務院批准的國家保險創新綜合試驗區（“試驗區”）。試驗區的 總體方案提到探索開展人民幣跨境再保險業務及推動國際 間保險交流與合作。中國保險監督管理委員會（“中國保監 會”）亦於今年 5 月出台支持試驗區建設的 14 條政策，包括 支持寧波複製推廣自由貿易試驗區保險政策措施，支持寧波 開展區域保險公司試點及發展區域性再保險中心。這都有助 2 加強香港和寧波的保險業合作，以推動保險業...
https://www.ia.org.hk/english/infocenter/files/Ningbo-Hong_Kong_Economic_Co-operation_Forum_2017.pdf -
Date: 2020-06-12
[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]
ENG_CIF_3.pdf
... CONDUCT IN FOCUS 1 Conduct in Focus 3rd Issue October 2021 Insurance Authority CONDUCT IN FOCUS 2 Conduct In Focus is a periodical publication which presents statistics and commentary on complaints received by the Insurance Authority (“IA”) and examines topical issues regarding the way in...
https://www.ia.org.hk/english/infocenter/files/ENG_CIF_3.pdf -
Date: 2021-12-14
[PDF]
ENG_CIF_3.pdf
... CONDUCT IN FOCUS 1 Conduct in Focus 3rd Issue October 2021 Insurance Authority CONDUCT IN FOCUS 2 Conduct In Focus is a periodical publication which presents statistics and commentary on complaints received by the Insurance Authority (“IA”) and examines topical issues regarding the way in...
https://www.ia.org.hk/english/infocenter/files/ENG_CIF_3.pdf -
Date: 2022-05-24
... "Nominated Accounts" to hold all money due to third parties, including clients, insurers, re-insurers and other insurance intermediaries. 2. Eligibility of Membership A company is eligible for membership of the Association provided it has satisfied the Membership Sub-Committee of the Association:- (a) that...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/5_PIBA_Membership_Regulations_v5_15_4_2013_eg19.pdf -
Date: 2019-12-20
... ...
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
... 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