... policies, Financial Needs Analysis is a good tool to help. 4 Compare products Compare products provided by various insurance companies. It is wise to evaluate the variety of products o�ered and select the one that is most suitable to you. Don’t just look at the premium amount. The di�erence in premiums...

...”) – For relevant premiums to qualify for tax deductions, a deferred annuity product must comply with the criteria set out in the guideline (including product design and information disclosure) issued by the Insurance Authority. More details can be found on page 7. Tax deductible MPF voluntary...

... added on 31 August 2021.) Special Attention in relation to ILAS Products with Open Architecture (“OA ILAS Products”) Q 31A Further to the Professional Investor (“PI”) requirement as set out in Q&A 31, please specify any specific requirement(s) on licensed insurance intermediaries for selling OA ILAS...

... added on 31 August 2021.) Special Attention in relation to ILAS Products with Open Architecture (“OA ILAS Products”) Q 31A Further to the Professional Investor (“PI”) requirement as set out in Q&A 31, please specify any specific requirement(s) on licensed insurance intermediaries for selling OA ILAS...

... (Financial and Other Requirements for Licensed Insurance Broker Companies) Rules (the “Rules”) under the new regulatory regime for insurance intermediaries. The draft Rules are mainly modelled on the relevant requirements for insurance brokers set out in the Guideline on Minimum...

... Counter- Terrorist Financing We are writing to inform you that a new set of frequently asked questions (“FAQs”) in relation to anti-money laundering and counter-terrorist financing (“AML/CFT”) is published by Insurance Authority today. The FAQs published in March 2012 are superseded with immediate effect....

... conclusions on two sets of rules for implementation of the new statutory regulatory regime for insurance intermediaries. The first set of rules, the Insurance (Maximum Number of Authorized Insurers) Rules, stipulate a cap on the number of insurers which a licensed individual insurance agent or...

... Insurance Authority (“IA”) has today issued a set of Interpretation Notes for Module C of the Guideline on Group Supervision to supplement the guidance provided to designated insurance holdings companies in Module C of the Guideline on Group Supervision (“GL32”) on the Insurance (Group Capital) Rules (Cap....

... Premium levy rate to be adjusted to 0.085% on 1 April 2020 31 March 2020 In accordance with the schedule set out in the Insurance (Levy) Order under the Insurance Ordinance (Cap. 41), starting from tomorrow (1 April 2020), the premium levy rate will...

... Premium levy rate to be adjusted on 1 April 2019 31 March 2019 In accordance with the schedule set out in the Insurance (Levy) Order under the Insurance Ordinance (Cap. 41), starting from tomorrow (1 April 2019), the premium levy rate will be...