... appropriate for adopting the TFM. 1 The upfront disclosure should include, where applicable, objective(s); type and nature of the policy; target benefit period; payment period; level of premiums payable; prominent warning to the customer concerning affordability of the policy during the entire premium payment...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_27032020.pdf -
Date: 2020-06-15
... appropriate for adopting the TFM. 1 The upfront disclosure should include, where applicable, objective(s); type and nature of the policy; target benefit period; payment period; level of premiums payable; prominent warning to the customer concerning affordability of the policy during the entire premium payment...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_27032020.pdf -
Date: 2020-12-21
...) (百萬元) Class of Business Surrender Terminations Terminations Terminations ($m) ($m) ($m) ($m) 個人人壽及年金 (非投資相連) 446,421 196,398 642,819 580,191 10.8% 36,914 115,991 152,905 143,370 6.7% Individual Life and Annuity (Non-Linked) 個人人壽及年金 (投資相連) 81,595 3,137 84,732 87,130 -2.8% 33,590 6,122 39,712 36,567 8.6...
https://www.ia.org.hk/english/infocenter/press_releases/files/Summary_on_2020_Provisional_Statistics.pdf -
Date: 2021-09-03
... further relevant information depending on the type of insurance product. 10.5 On-going communication with policyholders should be maintained at least annually as an integral part of expectation management (e.g. projections for non-guaranteed benefits in anniversary statements). 10.6 Authorized insurers...
https://www.ia.org.hk/english/legislative_framework/files/GL16.pdf -
Date: 2020-09-24
... Zurich International 31-12-17 - - - - Zurich Life Zurich Life 31-12-17 - - - - 市場總額 Market Total 36,792 996 7,314,138 382,205 ...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L17_2017.pdf -
Date: 2019-08-19
... International 31-12-17 - - - - Zurich Life Zurich Life 31-12-17 - - - - 市場總額 Market Total 36,792 996 7,314,319 383,911 ...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L19_2017.pdf -
Date: 2019-08-19
... General Circular 36/04 -1 - CIB-GN(6) (Issued on 15 October 2007) (Revised on 15 March 2012) Guidance Note on Documentary Proof of Educational Attainment for Registration’s Purpose According to Membership Regulation 3.5, the General Committee is issuing this Guidance Note on Documentary Proof of...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN6_on_Doc_Proof_of_Edu_Attainment_15_3_2012_eg19.pdf -
Date: 2019-12-20
... Recommendation for Long Term Insurance Business (Including Linked Long Term Insurance). To avoid any doubt or confusion, this Guidance Note is NOT applicable to General Insurance Business or indemnity-type medical insurance wrapped under long term insurance policy. Background On 30 July 2014, the Office of the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN12_on_Product_Recommend_Includ_LLT_v1_18_12_2014_eg19.pdf -
Date: 2019-12-20
... popular than variable life, owing to its flexibility. In Hong Kong, investment-linked annuities are not commonly found. The most popular type of investment-linked insurance product is flexible premium variable life insurance (also called "variable universal life" or "universal variable life"). 1.2 CONCEPT...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/12.sn-IL-2017_eng.pdf -
Date: 2019-12-02
... The most popular type of investment-linked insurance product is flexible premium variable life insurance (also called "variable universal life" or "universal variable life"). 1.2 CONCEPT As mentioned in the previous section, investment-linked insurance policies are insurance policies with its policy...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-long-2015.pdf -
Date: 2019-12-02