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... CONVENIENCE Simple to use and no postage costs RECORD-KEEPING Facilitate audit trail To apply for an IIC account, a principal should complete and return an application form (Form A2) to the IA. Once the principal has activated its supervisor account in IIC, it can create individual accounts at its own...
https://www.ia.org.hk/english/infocenter/forms/files/IIC_Leaflet_Eng.pdf - Date: 2022-01-06
... CONVENIENCE Simple to use and no postage costs RECORD-KEEPING Facilitate audit trail To apply for an IIC account, a principal should complete and return an application form (Form A2) to the IA. Once the principal has activated its supervisor account in IIC, it can create individual accounts at its own...
https://www.ia.org.hk/english/infocenter/forms/files/IIC_Leaflet_Eng.pdf - Date: 2022-05-31
...:00 15 mins Sharing #2 “Making Insurance More Simple and Intelligent for Intermediaries” Mr John Brisco, CEO, Coherent Group 15:00-15:15 15 mins Sharing #3 “New Trend and Key Challenges in Consumer Product and Regulatory Compliance” by Ms Natalie Fong, Chief Operating Officer, Wesurance Limited 15...
https://www.ia.org.hk/english/aboutus/task_force/activities_meetings/files/Programme_Rundown_FTF_3_May_2019.pdf - Date: 2019-06-06
...:00 15 mins Sharing #2 “Helping Insurance Become Simple and Intelligent” Mr John Brisco, CEO, Coherent Group 15:00-15:15 15 mins Sharing #3 “New Trend and Key Challenges in Consumer Product and Regulatory Compliance” by Ms Natalie Fong, Chief Operating Officer, Wesurance Limited 15:15-15:35 20 mins...
https://www.ia.org.hk/english/aboutus/task_force/activities_meetings/files/Programme_Rundown_FTF_3_May_2019_v2.pdf - Date: 2019-06-06
... appropriate and regular training to licensed insurance intermediaries and staff, where appropriate, to ensure that the process as set out in this Guideline is duly completed. The relevant operational control mechanism and training should cover the above requirement(s) relating to the unusual features. The RPQ...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes.pdf - Date: 2020-09-24
... appropriate and regular training to licensed insurance intermediaries and staff, where appropriate, to ensure that the process as set out in this Guideline is duly completed. The relevant operational control mechanism and training should cover the above requirement(s) relating to the unusual features. The RPQ...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GL_26_Interpretation_Notes_Eng.pdf - Date: 2020-06-24
... appropriate and regular training to licensed insurance intermediaries and staff, where appropriate, to ensure that the process as set out in this Guideline is duly completed. The relevant operational control mechanism and training should cover the above requirement(s) relating to the unusual features. The RPQ...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes.pdf - Date: 2019-11-29
... and Investor and Financial Education Council. All rights reserved. What is an annuity? An annuity allows young people to start saving and planning for their retirement early and allows retirees to spend their retirement savings in a disciplined way. An annuity plan is a simple way to manage your...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf - Date: 2021-12-14