... explained all the information in this IFS-PF before you sign this statement. Signature of the Applicant / Proposed Policy Holder Full Name of the Applicant / Proposed Policy Holder Date (DD/MM/YYYY) Annex Declaration by the Licensed Insurance Intermediary I declare that I have discussed and fully explained...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Annex_01042022.pdf -
Date: 2022-05-31
... complaining against; your name, address and telephone number; full details of your complaint and photocopies of relevant supporting documents; and your written consent for the IA to refer your complaint to the relevant party(ies) for the purposes of follow-up (where necessary). When you have completed...
https://www.ia.org.hk/english/infocenter/files/how_the_IA_handles_your_complaint_eng.pdf -
Date: 2021-12-14
... unsuitable for them, they can cancel their policy for a full refund of the premium paid, or a refund of the premium paid after a “market value adjustment”3 (if applicable). They can inform the insurance company in writing if they wish to cancel their policy within the cooling-off period. 3 Take the...
https://www.ia.org.hk/english/infocenter/files/New_Regime_English.pdf -
Date: 2021-12-14
... complaining against; your name, address and telephone number; full details of your complaint and photocopies of relevant supporting documents; and your written consent for the IA to refer your complaint to the relevant party(ies) for the purposes of follow-up (where necessary). When you have completed...
https://www.ia.org.hk/english/infocenter/files/how_the_IA_handles_your_complaint_eng.pdf -
Date: 2022-05-24
... unsuitable for them, they can cancel their policy for a full refund of the premium paid, or a refund of the premium paid after a “market value adjustment”3 (if applicable). They can inform the insurance company in writing if they wish to cancel their policy within the cooling-off period. 3 Take the...
https://www.ia.org.hk/english/infocenter/files/New_Regime_English.pdf -
Date: 2022-05-24
... cancel their policy for a full refund of the premium paid, or a refund of the premium paid after a “market value adjustment”3 (if applicable). They can inform the insurance company in writing if they wish to cancel their policy within the cooling-off period. 3 Take the initiative to contact the insurance...
https://www.ia.org.hk/english/infocenter/files/New_Regime_English.pdf -
Date: 2020-06-23
..., e.g. living expenses of client and his/her dependant, mortgage and tax payments, other insurance premium payments, as collected in the Needs Analysis. 11.2 the financial commitment of client, i.e. the total premiums payable for the full payment term of the recommended product as shown in the insurer’s...
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
... be allocated subject to availability. Where a preferred session of seminar is full, an alternative session of seminar may be allocated. The Insurance Authority will send the confirmation slip by email directly to the contact person of each company as provided in the enrolment form before the...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/cir_aml_20171020_2.pdf -
Date: 2018-01-15
... Activities which are Type 7 Qualified CPD Activities); (d) Date on which the user completed the E-learning Activity; (e) A statement to the effect that the CPD activity was completed by e- learning; (f) Type of Qualified CPD Activity (i.e. Type 1/Type 7); (g) Full name of the user who has completed the...
https://www.ia.org.hk/english/legislative_framework/files/requirements_applicable_to_E-learning_Activities_eng.pdf -
Date: 2020-09-24