... disputes of a monetary nature arising from personal insurance contracts. Apart from maintaining the ICCB’s service of adjudicating claim-related disputes, the ICB has launched a new mediation service to handle non-claim related insurance disputes of a monetary nature starting from 16 July 2018. It is worth...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P1_SN_eng_2017ver_2018update.pdf -
Date: 2019-12-02
... Guideline, an insurance broker engaging in long term insurance business should determine the extent of customer due diligence measures using a risk-based approach depending upon the background of the customer and the product, transaction or service used by that customer. Annex Page 5 of 11 However, it was...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/cir_broker_20180427.pdf -
Date: 2018-11-30
... 5.1 Company Operation 5/1 5.1.1 Typical Company Operational Structure 5.2 Application 5/4 5.2.1 Application Procedure 5.2.2 Receipts and Policy Effectiveness 5.2.3 Client Service - Policies and Standards a. The Importance of Client Service b. How to Achieve Quality Client Service 5.2.4 Cooling-Off...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/11.sn-LT-2017_eng.pdf -
Date: 2019-12-02
... Structure 5.2 Application 5/4 5.2.1 Application Procedure 5.2.2 Receipts and Policy Effectiveness 5.2.3 Client Service - Policies and Standards a. The Importance of Client Service b. How to Achieve Quality Client Service 5.2.4 Cooling-Off Period 5.2.5 Policy Switching 5.2.6 Sales Illustrations for Linked...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2016.docx -
Date: 2019-12-02
... PROCEDURES 5/1 5.1 Company Operation 5/1 5.1.1 Typical Company Operational Structure 5.2 Application 5/4 5.2.1 Application Procedure 5.2.2 Receipts and Policy Effectiveness 5.2.3 Client Service - Policies and Standards a. The Importance of Client Service b. How to Achieve Quality Client Service 5.2.4...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2016.pdf -
Date: 2019-12-02
.../10 iv 5. LIFE INSURANCE PROCEDURES 5/1 5.1 Company Operation 5/1 5.1.1 Typical Company Operational Structure 5.2 Application 5/4 5.2.1 Application Procedure 5.2.2 Receipts and Policy Effectiveness 5.2.3 Client Service - Policies and Standards a. The Importance of Client Service b. How to Achieve...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2017ver_2018update.pdf -
Date: 2019-12-02
...) VHIS Providers should provide an easy access to essential information (such as company website, communications with sales/service representatives, enquiry hotline, etc.) so that consumers can easily enquire about the information on the VHIS and the Certified Plans, e.g. their registration status as a...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2017ver_2018_19update_file8.pdf -
Date: 2019-12-02
... Government of the Hong Kong Special Administrative Region CDD By Intermediaries The intermediary could be any of the following: ·A solicitor,a certified public accountant,an auditor,a trust or company service provider or a tax advisor ·An FI that is an authorized institution, a licensed corporation,an...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/e-ppt20111230-01-text.pdf -
Date: 2021-11-12
... service improvement, and, of course, a level playing field. 8. If competition is so powerful as an invisible hand to push players to behave, why do we need regulation? You can easily find a load of research and scholarly articles on this topic. I shall venture to elaborate on two areas of inadequacy in...
https://www.ia.org.hk/english/infocenter/files/Section6.2_160831_VTCinsurancesummit.pdf -
Date: 2021-12-09
... service improvement, and, of course, a level playing field. 8. If competition is so powerful as an invisible hand to push players to behave, why do we need regulation? You can easily find a load of research and scholarly articles on this topic. I shall venture to elaborate on two areas of inadequacy in...
https://www.ia.org.hk/english/infocenter/files/Section6.2_160831_VTCinsurancesummit.pdf -
Date: 2021-09-08