Filter
Year
Content Type
File Type
Search Results
⏮
⏴
⏵
⏭.../login.html https://iic.ia.org.hk/en/login.html https://iic.ia.org.hk/en/login.html https://iic.ia.org.hk/en/login.html https://iic.ia.org.hk/en/login.html - 2 - ii. clicking the “Search for Licensees’ CPD Requirement and Compliance Status” option from the vertical menu on the left; iii. inputting the licence...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Cir_dd_20220531_CPD_Compliance_Reporting_for_the_Assessment_Period_2021_2022_Eng.pdf -
Date: 2022-05-31
... are required to include all the questions and multiple choice options in the suggested FNA form as set out in the Appendix, and strictly follow the wording. In cases where the insurers have compelling reasons not to do so, they should approach the IA accordingly. III. ADVICE TO...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_HKFI_FAQ_Initiative_on_FNA_v2_29_1_2016_20190823.pdf -
Date: 2019-12-20
... reasons not to do so, they should approach the IA accordingly. III. ADVICE TO CUSTOMERS Q 8. “Insurance advice provided by intermediaries” needs to be based upon customers’ needs and that FNA should be carried out “during the sales advisory process”. Do the FNA requirements apply to...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/3_HKFI_FAQ_Initiatives_on_FNA_v3_12_12_2016_20190823.pdf -
Date: 2019-12-20
[PDF]
GL16.pdf
... the policyholder for the purpose of identification of vulnerable customers. 3 A vulnerable customer is a person (i) over 65 years of age, (ii) whose education level is “primary level” or below, or (iii) who has no regular source of income. 11 11.4 Authorized insurers are required to put in place an...
https://www.ia.org.hk/english/legislative_framework/files/GL16.pdf -
Date: 2020-09-24
[PDF]
GL27_English.pdf
... and conditions); or (iii) by the customer suspending premium payment or ceasing to pay 6 premium under the existing life insurance policy. 5.3 Notwithstanding paragraph 5.2 of this Guideline, the following transactions are not considered to be policy replacements: (a) where the new life insurance...
https://www.ia.org.hk/english/legislative_framework/files/GL27_English.pdf -
Date: 2020-09-24
[PDF]
Long_term_policy.pdf
... and conditions); or (iii) by the customer suspending premium payment or ceasing to pay 6 premium under the existing life insurance policy. 5.3 Notwithstanding paragraph 5.2 of this Guideline, the following transactions are not considered to be policy replacements: (a) where the new life insurance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Long_term_policy.pdf -
Date: 2020-06-24
[PDF]
iia_ar2015-16_ce.pdf
... Non-Executive Directors 陳家殷先生 , JP Samuel Chan Ka-yan, JP 62,581 陳偉森教授 Professor Chan Wai-sum 62,581 張鳳婷女士 Chitty Cheung Fung-ting 62,581 郭振華先生 Kenneth Kwok Tsun-wa 62,581 馬豪輝先生 , SBS, JP Ma Ho-fai, SBS, JP 62,581 王建國先生 James Wong Chien-kuo 62,581 姚建華先生 Stephen Yiu Kin-wah 62,581 財務報表附註 NOTES TO THE FINANCIAL...
https://www.ia.org.hk/english/infocenter/files/iia_ar2015-16_ce.pdf -
Date: 2021-12-14
[PDF]
iia_ar2015-16_ce.pdf
... Non-Executive Directors 陳家殷先生 , JP Samuel Chan Ka-yan, JP 62,581 陳偉森教授 Professor Chan Wai-sum 62,581 張鳳婷女士 Chitty Cheung Fung-ting 62,581 郭振華先生 Kenneth Kwok Tsun-wa 62,581 馬豪輝先生 , SBS, JP Ma Ho-fai, SBS, JP 62,581 王建國先生 James Wong Chien-kuo 62,581 姚建華先生 Stephen Yiu Kin-wah 62,581 財務報表附註 NOTES TO THE FINANCIAL...
https://www.ia.org.hk/english/infocenter/files/iia_ar2015-16_ce.pdf -
Date: 2022-05-24