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⏭... completion of education to a level of Form 5 or equivalent is issued by a Mainland educational institute, the following additional information/document shall be provided: 1. a copy of the verification report on the academic certificate issued by the China Higher Education Student Information and Career...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_Circular_Reg._Enhance_Verif._of_Academic_Cert._v1_27_3_2017_eg19.pdf -
Date: 2019-12-20
[PDF]
GL19.pdf
... time if the IA is of the view that: (a) the policy concerned does not or will no longer comply with any of the criteria set out in Annex A; or (b) the continued availability of the QDAP would adversely affect the interests of policy holders or potential policy holders. 4 6. Other Requirements 6.1...
https://www.ia.org.hk/english/legislative_framework/files/GL19.pdf -
Date: 2020-09-24
[PDF]
GL19.pdf
... time if the IA is of the view that: (a) the policy concerned does not or will no longer comply with any of the criteria set out in Annex A; or (b) the continued availability of the QDAP would adversely affect the interests of policy holders or potential policy holders. 4 6. Other Requirements 6.1...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL19.pdf -
Date: 2019-11-29
... key areas are drawn to their attention. Such letter should also set out the means for the customer to contact the Member Company for any disagreement on the points set out. The sample notification letter is provided in Appendix F2. Page 7 of 54 (effective no later than 1 January 2015) 8) At the end of...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4_HKFI_ILAS_Requirements_v4_8_12_2014_20190823.pdf -
Date: 2019-12-20
[PDF]
12.sn-IL-2017_eng.pdf
... management policy, the monitoring system must be clearly set out and properly documented. 2/9 2.1.6 Financial Risk Management in Hong Kong (a) Risk Management Systems and Processes The regulatory bodies in Hong Kong play a key role to ensure that high standard of risk management system and processes are...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/12.sn-IL-2017_eng.pdf -
Date: 2019-12-02
... and Continuing Professional Development Programme Information Sheet to reflect the upgrade of the Investment-linked Long Term Insurance Examination. For details, please browse both documents available at OCI’s website (http://www.oci.gov.hk). Effective from 1 March 2010, all new insurance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN7on_Adm_Framework_IIQE_for_ILLT_Ins._v1_8_12_09_eg19.pdf -
Date: 2019-12-20
... - 1 - main\jori\14574541_1.docx CIB-GN(13) (Issued on 17 September 2015) Guidance Note on Using Business Names or Brand or Trade Names According to Membership Regulation 3.5, the General Committee is issuing this Guidance Note on Using Business Names or Brand or Trade Names. Definitions...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN13_GN_on_Using_Business_Names_v1_17_09_2015_eg19.pdf -
Date: 2019-12-20
... Application for Insurance Intermediary Licence Individual Insurance Agent/Technical Representative (Agent)/Technical Representative (Broker) For Official Use O D N C S F Date of Receipt 1st Review 2nd Review Approved † Please tick the appropriate box. Version: September 2019 1 Form A1 Please read...
https://www.ia.org.hk/english/infocenter/forms/files/Form_A1_IndividualLicenceApplication_IndividualInsuranceAgentTR_A_TR_B.pdf -
Date: 2019-09-22
[PDF]
2021.EngNotes_.pdf
... (LegCo 2017 Aug) Annex AB.pdf Letter to Authorized Insurers (20170421) note - Authorization Fees (full set to insurer 20170421) note - Authorization Fees (issue to insurer 20170421) note - Authorization Fees (Note to insurer 20170421) Annex A n B (Form 1A Form L2) General Business LongTerm note...
https://www.ia.org.hk/english/aboutus/role/files/2021.EngNotes_.pdf -
Date: 2021-09-13
[PDF]
form-iaib1.pdf
... FORM IA-IB1 1 Form IA-IB1 Statement of Personal Information in Support of an Application for Authorization of or Notification of Relevant Changes in respect of Insurance Broker under Section 69 of the Insurance Ordinance (Cap. 41) Notes on Completion of this Form 1. If there is insufficient space...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib1.pdf -
Date: 2022-01-06