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... added on 31 August 2021.) Special Attention in relation to ILAS Products with Open Architecture (“OA ILAS Products”) Q 31A Further to the Professional Investor (“PI”) requirement as set out in Q&A 31, please specify any specific requirement(s) on licensed insurance intermediaries for selling OA ILAS...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/New_QNAs_to_Interpretation_Notes.pdf - Date: 2021-12-10
... added on 31 August 2021.) Special Attention in relation to ILAS Products with Open Architecture (“OA ILAS Products”) Q 31A Further to the Professional Investor (“PI”) requirement as set out in Q&A 31, please specify any specific requirement(s) on licensed insurance intermediaries for selling OA ILAS...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/New_QNAs_to_Interpretation_Notes.pdf - Date: 2021-09-09
... 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
... 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
... of protection needs regarding non-life insurance User friendly & informative Interlink with other pages about different insurance products or research report SEVEN simple steps Supplemented by educational messages for different life events https://education.ia.org.hk/en/tool/calculator.html https...
https://www.ia.org.hk/english/aboutus/task_force/activities_meetings/files/Future_Task_Force_5Nov2021.pdf - Date: 2021-11-29