... Reference No. (Company Registration No. for an authorized insurer and Insurance Intermediary Licence No. for a licensed insurance agency/licensed insurance broker company) † Type of Principal □ Authorized Insurer □ Licensed Insurance Agency □ Licensed Insurance Broker Company Name of Principal Details of...
https://www.ia.org.hk/english/infocenter/forms/files/Form_N1.pdf -
Date: 2020-06-24
... Reference No. (Company Registration No. for an authorized insurer and Insurance Intermediary Licence No. for a licensed insurance agency/licensed insurance broker company) † Type of Principal □ Authorized Insurer □ Licensed Insurance Agency □ Licensed Insurance Broker Company Name of Principal Details of...
https://www.ia.org.hk/english/infocenter/forms/files/Form_N1_Oct19.pdf -
Date: 2020-06-24
... Worldwide Generali Worldwide 31-12-17 - 12 - 6,960 恒生保險 Hang Seng Insurance 31-12-17 50,856 2,484 3,487,323 2,291,094 香港人壽 Hong Kong Life 31-12-17 3,368 703 301,242 398,478 滙豐保險 HSBC Insurance 31-12-17 - - - - 滙豐人壽 HSBC Life 31-12-17 36,700 4,493 11,514,217 8,675,047 利寶國際 Liberty Int'l 31-12-17 182 - 2,199...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L16_2017.pdf -
Date: 2019-08-19
... General Circular 36/04 THE HONG KONG CONFEDERATION OF INSURANCE BROKERS 香港保險顧問聯會 General Circular 84/17 Date: 10 November 2017 Subject: Restriction on Procurement of Foreign Insurers' Insurance Products by Japanese Residents Dear Members For the attention of Members who carrying Long Term...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_Cir_Res_on_Pro_of_FII_Prod_by_Jap_Resid_v1_10_11_2017_eg19.pdf -
Date: 2019-12-20
... procedures, that when more than one type of Long Term Insurance products, or a hybrid of different types, are available to meet clients’ specific needs and financial circumstances, Members should not confine the options to a single type of products or to products of a single provider. - 2 - 8. Only in cases...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN12_on_Product_Recommend_for_LT_v2_13_10_2015_eg19.pdf -
Date: 2019-12-20
... different types of licence, there will be two cut-off dates for deemed licensees who have not yet submitted their new licence applications: Licence Type Cut-off Date • licensed insurance agency; or • licensed insurance broker company 6:00 pm on 4 July 2022 (Monday) • licensed individual insurance agent...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_Cut-off_dates_for_deemed_licensee_applications_20220321_ENG.pdf -
Date: 2022-05-31
... Representative (Agent)/Technical Representative (Broker) † Type of Licensed Insurance Intermediary Name Insurance Intermediary Licence No. Effective Date of Termination (DD/MM/YY) Reason for Termination □ Licensed Insurance Agency □ Licensed Individual Insurance Agent □ Licensed Technical Representative (Agent...
https://www.ia.org.hk/english/infocenter/forms/files/Supplemental_Termination_of_Appointment.pdf -
Date: 2022-01-06
... Representative (Agent)/Technical Representative (Broker) † Type of Licensed Insurance Intermediary Name Insurance Intermediary Licence No. Effective Date of Termination (DD/MM/YY) Reason for Termination □ Licensed Insurance Agency □ Licensed Individual Insurance Agent □ Licensed Technical Representative (Agent...
https://www.ia.org.hk/english/infocenter/forms/files/Supplemental_Termination_of_Appointment.pdf -
Date: 2022-05-31
... Representative (Agent)/Technical Representative (Broker) † Type of Licensed Insurance Intermediary Name Insurance Intermediary Licence No. Effective Date of Termination (DD/MM/YY) Reason for Termination □ Licensed Insurance Agency □ Licensed Individual Insurance Agent □ Licensed Technical Representative (Agent...
https://www.ia.org.hk/english/infocenter/forms/files/Supplemental_Termination_of_Appointment.pdf -
Date: 2020-06-24
... following information must be disclosed in addition to the existing product disclosure requirements: (i) Objective(s) of buying the product is(are) clearly stated; (ii) Type and nature of the product is clearly stated (e.g. “The product is a long term insurance plan underwritten by [name of insurer] and is...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/6_HKFI_Initiative_on_FNA_v6_1_6_2018_20190823.pdf -
Date: 2019-12-20