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⏭.../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]
ENG_CIF_3.pdf
... years later, they had a daughter named Ella. Sharon gave up work to take care of the two children (and their pet dog). Teddy bought a bigger apartment for his family which meant him taking on a sizable mortgage loan. His parents, who had now retired, moved in with them. At this stage of his life, Teddy...
https://www.ia.org.hk/english/infocenter/files/ENG_CIF_3.pdf -
Date: 2021-12-14
[PDF]
ENG_CIF_3.pdf
... years later, they had a daughter named Ella. Sharon gave up work to take care of the two children (and their pet dog). Teddy bought a bigger apartment for his family which meant him taking on a sizable mortgage loan. His parents, who had now retired, moved in with them. At this stage of his life, Teddy...
https://www.ia.org.hk/english/infocenter/files/ENG_CIF_3.pdf -
Date: 2022-05-24
[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