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⏭... the agent’s licence and prohibiting her from applying to be licensed again for 11 months. The penalty has been imposed because the agent was found not fit and proper in the way she handled certain premium received from her client. On 2 October 2018, the agent received monies from her...
https://www.ia.org.hk/english/infocenter/press_releases/20230127.html -
Date: 2023-01-27
[PDF]
Circular_28102021.pdf
... circular letter of 1 June 2021 by arranging your staff and intermediaries to acquire inoculation against COVID-19. Vaccination is the most reliable way to protect ourselves and people around us against health risks brought about by an infection and avoid operational disruptions. At present, 81% of staff...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_28102021.pdf -
Date: 2021-12-10
... travel for Hong Kong vehicles upon advent of the Unilateral Recognition Policy in July this year, paving the way to open up other similar innovative products in future,” said Mr Stephen Yiu, Chairman of the IA. Mr Yiu added that, “On the establishment of after-sales service centres, a...
https://www.ia.org.hk/english/infocenter/press_releases/20231025.html -
Date: 2023-10-25
... and Investor and Financial Education Council. All rights reserved. What is an annuity? An annuity allows young people to start saving and planning for their retirement early and allows retirees to spend their retirement savings in a disciplined way. An annuity plan is a simple way to manage your...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2021-12-14
... and Investor and Financial Education Council. All rights reserved. What is an annuity? An annuity allows young people to start saving and planning for their retirement early and allows retirees to spend their retirement savings in a disciplined way. An annuity plan is a simple way to manage your...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2020-06-23
... and Investor and Financial Education Council. All rights reserved. What is an annuity? An annuity allows young people to start saving and planning for their retirement early and allows retirees to spend their retirement savings in a disciplined way. An annuity plan is a simple way to manage your...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2022-05-24
... and Investor and Financial Education Council. All rights reserved. What is an annuity? An annuity allows young people to start saving and planning for their retirement early and allows retirees to spend their retirement savings in a disciplined way. An annuity plan is a simple way to manage your...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2020-06-23
... such review reveals any suspicious accounts, transactions or dealings, you should promptly notify the Joint Financial Intelligence Unit in order to ensure that you fulfill your obligations under section 25A of the Organized and Serious Crimes Ordinance in the usual way. Should you have any...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/circular081101.html -
Date: 2017-06-23
... of the Organized and Serious Crimes Ordinance in the usual way. As the designated entities and individuals under the Executive Order may be updated by the US Government from time to time, you are also advised to browse the website of the Office of Foreign Assets Control under the US...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/circular281201.html -
Date: 2017-06-23