... actuary by way of a certificate as prescribed. 5.2. The certificate shall consist of the following: (a) identifying the qualification and work experience of the actuary; (b) stating the subjects on which actuarial opinion is to be expressed and describing the scope of the actuary’s work; (c) certifying...
https://www.ia.org.hk/english/legislative_framework/files/GL9.pdf -
Date: 2020-09-24
... calculating the number of CPD hours they have to complete. It also provides an update on the reporting requirements for CPD compliance. Recap on the merger of the 2019/20 and 2020/21 CPD years By way of a recap, the IA issued a circular dated 12 June 2020 setting out its decision to merge the CPD assessment...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_CPDList_FAQ_Reporting_20200930.pdf -
Date: 2020-12-21
... Business (other than Class C Business) (GL16) issued by the IA; and (c) Circulars/guidelines issued by the Hong Kong Monetary Authority. 2.2 This Guideline does not have the force of law and should not be interpreted in a way that would override the provision of any law. The IA may from time to time amend...
https://www.ia.org.hk/english/legislative_framework/files/GL19.pdf -
Date: 2020-09-24
... However, they should only be allowed to retake the EoA assessment once in this way. If the users still fail to achieve the pass mark at the second attempt, they should be required to go through the e- learning course again before they are allowed to take the EoA assessment for a third or fourth time....
https://www.ia.org.hk/english/legislative_framework/files/requirements_applicable_to_E-learning_Activities_eng.pdf -
Date: 2020-09-24
... However, they should only be allowed to retake the EoA assessment once in this way. If the users still fail to achieve the pass mark at the second attempt, they should be required to go through the e- learning course again before they are allowed to take the EoA assessment for a third or fourth time....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/RequirementsapplicabletoElearningActivities.pdf -
Date: 2020-06-24
... However, they should only be allowed to retake the EoA assessment once in this way. If the users still fail to achieve the pass mark at the second attempt, they should be required to go through the e- learning course again before they are allowed to take the EoA assessment for a third or fourth time....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/RequirementsapplicabletoElearningActivities_Brokers.pdf -
Date: 2020-06-24
... procedures for the Assessment Period 2021/2022, from 1 August 2021 to 31 July 2022. I. IMPORTANT DEADLINES By way of recap, the key deadlines for the Assessment Period 2021/2022 are: 31 July 2022 – Deadline for individual licensees [i.e. licensed individual insurance agents, technical representatives (agent...
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
... Business (other than Class C Business) (GL16) issued by the IA; and (c) Circulars/guidelines issued by the Hong Kong Monetary Authority. 2.2 This Guideline does not have the force of law and should not be interpreted in a way that would override the provision of any law. The IA may from time to time amend...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL19.pdf -
Date: 2019-11-29
... Quality Assurance Scheme, "Principles and Practice of Insurance", the principles of insurance were studied in detail. By way of reminder, but not detailed comment at this stage, these principles are: (a) Insurable Interest: the legal right to insure; (b) Utmost Good Faith: a duty to reveal material...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/11.sn-LT-2017_eng.pdf -
Date: 2019-12-02