... as a licensed insurance intermediary; (ii) an authorized insurer or a licensed insurance intermediary which is an SFC-licensed corporation’s application to vary its line of business as specified in the licence of the authorized insurer or the licensed insurance intermediary; (iii) an SFC-licensed...

... in the insurance industry in Hong Kong, while the time between the dates of the x-IL Paper examination and registration does not exceed two consecutive years; or (iii) Engaged in insurance-related work in the insurance industry in Hong Kong but not registered for engaging in LI. The Modifications to...

...) investment objectives, (ii) investment knowledge and experience, (iii) preferred investment horizon, (iv) risk attitude and appetite, and (v) risk tolerance or capacity. Members should develop and use appropriate risk profile questionnaires to understand and record the clients’ risk profile in this regard...

... investment elements  Used to be a vehicle for tax planning or estate planning for expatriates  On a declining trend from mid 2013 to 2016 due to: (i) Withdrawal of bancassurance distribution channel; (ii) Suspension of Capital Investment Entrant Scheme; and (iii) Promulgation of the IA’s Guideline on...

... – - 6 - i. regulation should be activity-based to maintain a level playing field; ii. promoting innovation does not mean compromising policyholders’ protection; iii. although innovative technology is often proprietary, encouraging industry collaboration in technology development and application may...

... – - 6 - i. regulation should be activity-based to maintain a level playing field; ii. promoting innovation does not mean compromising policyholders’ protection; iii. although innovative technology is often proprietary, encouraging industry collaboration in technology development and application may...