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⏭... 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
[PDF]
Table-L16_2017.pdf
... 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
... 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
... 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
[PDF]
12.sn-IL-2017_eng.pdf
... Financial Needs Analysis 6/55 C. Product Key Facts Statement - Illustrative Template 6/60 D. Wording Guidelines on Announcement of Cooling-off Rights on Application Form 6/68 E. Wording Guidelines on Announcement of Cooling-off Rights with Policy Issue 6/69 F. Customer Protection Declaration Form 6/70 G....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/12.sn-IL-2017_eng.pdf -
Date: 2019-12-02
[PDF]
sn-long-2015.pdf
... January 2016) 6/3 B2. Initiative on Financial Needs Analysis 6/55 C. Product Key Facts Statement - Illustrative Template 6/60 D. Wording Guidelines on Announcement of Cooling-off Rights on Application Form 6/68 E. Wording Guidelines on Announcement of Cooling-off Rights with Policy Issue 6/69 F. Customer...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-long-2015.pdf -
Date: 2019-12-02
[PDF]
Form_A6_Eng_Oct_2020.pdf
... complete all items in BLOCK LETTERS. All amendments must be signed by the Applicant. I. Particulars of Applicant Insurance Intermediary Licence No. Name in English † Type of licence ☐ Individual Insurance Agent ☐ Technical Representative (Agent) ☐ Technical Representative (Broker) II. Proposed Variation of...
https://www.ia.org.hk/english/infocenter/forms/files/Form_A6_Eng_Oct_2020.pdf -
Date: 2022-01-06
[PDF]
Form_A6_Eng_Oct_2020.pdf
... complete all items in BLOCK LETTERS. All amendments must be signed by the Applicant. I. Particulars of Applicant Insurance Intermediary Licence No. Name in English † Type of licence ☐ Individual Insurance Agent ☐ Technical Representative (Agent) ☐ Technical Representative (Broker) II. Proposed Variation of...
https://www.ia.org.hk/english/infocenter/forms/files/Form_A6_Eng_Oct_2020.pdf -
Date: 2022-05-31
... of Mr To which gave rise to the MPFA’s decision involved his handling of client information, completion and submission of forms, and carrying on telephone calls with a financial services provider, being the same type of activities that a licensed insurance intermediary undertakes when carrying...
https://www.ia.org.hk/english/infocenter/press_releases/20220308.html -
Date: 2022-03-08