... 表L6 個人人壽業務 Table L6 Individual Life Business 類別 A Class A 類別 C Class C 類別 I Class I 總數 Total 類別 A Class A 類別 C Class C 類別 I Class I 總數 Total 類別 A Class A 類別 C Class C 類別 I Class I 總數 Total 保單數目 Number of Policies 188 - 19,536 19,724 169 - 19,268 19,437 152 - 19,175 19,327 受保人數 Number of Lives 73...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L6_2017.pdf -
Date: 2019-08-19
... Form A1 † Please tick the appropriate box. Version: January 2022 1 Application for Insurance Intermediary Licence by Individual Insurance Agent/ Technical Representative (Agent)/ Technical Representative (Broker) Pursuant to Section 64W, 64Y or 64ZC of the Insurance Ordinance (Cap. 41) For...
https://www.ia.org.hk/english/infocenter/forms/files/A1_Form_Jan_2022.pdf -
Date: 2022-01-06
... Form A1 † Please tick the appropriate box. Version: January 2022 1 Application for Insurance Intermediary Licence by Individual Insurance Agent/ Technical Representative (Agent)/ Technical Representative (Broker) Pursuant to Section 64W, 64Y or 64ZC of the Insurance Ordinance (Cap. 41) For...
https://www.ia.org.hk/english/infocenter/forms/files/A1_Form_Jan_2022.pdf -
Date: 2022-05-31
... ☐ Pass ☐ Exempt ☐ Grandfathered ☐ Pass ☐ Exempt ☐ Grandfathered † Please tick the appropriate box Version: October 2020 Form A6 AN2 2 Version: October 2020 IV. †Character, Financial Status, Disciplinary Action & Investigation (If the answer to any one or more of the above 14 questions is/ are “Yes...
https://www.ia.org.hk/english/infocenter/forms/files/Form_A6_Eng_Oct_2020.pdf -
Date: 2022-01-06
... ☐ Pass ☐ Exempt ☐ Grandfathered ☐ Pass ☐ Exempt ☐ Grandfathered † Please tick the appropriate box Version: October 2020 Form A6 AN2 2 Version: October 2020 IV. †Character, Financial Status, Disciplinary Action & Investigation (If the answer to any one or more of the above 14 questions is/ are “Yes...
https://www.ia.org.hk/english/infocenter/forms/files/Form_A6_Eng_Oct_2020.pdf -
Date: 2022-05-31
...$10,000 - HK$19,999 c) HK$20,000 - HK$49,999 d) HK$50,000 - HK$100,000 e) over HK$100,000. b. What is your approximate current accumulative amount of liquid assets? Please specify type(s) and total amount: Type : Cash Money in bank accounts (effective 1 June 2018) Money market accounts...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/6_HKFI_Initiative_on_FNA_v6_1_6_2018_20190823.pdf -
Date: 2019-12-20
... into account the customers’ total protection needs, total disposable assets, financial outgoings and liabilities, as well as his/her willingness and ability to pay premium (and the duration of payment) in assessing the affordability of customer before making recommendation. The factors considered...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/5_HKFI_Initiative_on_FNA_v5_14_7_2015_20190823.pdf -
Date: 2019-12-20
... † Please tick the appropriate box. Version: June 2021 1 Form S5 Supplemental Form Information on Director/Controller (Individual) This Form is to be completed for each director/controller1 of a licensed insurance agency, a licensed insurance broker company or an applicant for an insurance agency...
https://www.ia.org.hk/english/infocenter/forms/files/Form_S5_Eng_June_2021.pdf -
Date: 2022-01-06
... † Please tick the appropriate box. Version: June 2021 1 Form S5 Supplemental Form Information on Director/Controller (Individual) This Form is to be completed for each director/controller1 of a licensed insurance agency, a licensed insurance broker company or an applicant for an insurance agency...
https://www.ia.org.hk/english/infocenter/forms/files/Form_S5_Eng_June_2021.pdf -
Date: 2022-05-31