... holder of a life insurance policy during the policy period whilst the policy remains inforce, taking account of the performance of the policy to the date of the re-projection; (d) “Life insurance policy” means a contract of insurance which is classed as long term business as defined under the Ordinance...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL28.pdf -
Date: 2019-11-29
... 100% refundable: size of the refundable portions in excess of 100%, period of time when the amounts will be refundable, etc.), the products (despite being called “refundable”) may in substance be of nature as policies which are subject to the FNA requirement (such as endowment policies...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_HKFI_FAQ_Initiative_on_FNA_v2_29_1_2016_20190823.pdf -
Date: 2019-12-20
... account relevant factors (e.g. for policies which are more than 100% refundable: size of the refundable portions in excess of 100%, period of time when the amounts will be refundable, etc.), the products (despite being called “refundable”) may in substance be of nature as policies...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/3_HKFI_FAQ_Initiatives_on_FNA_v3_12_12_2016_20190823.pdf -
Date: 2019-12-20
... Term Insurance (IL) examination paper unless (i) exempted; or (ii) you had completed 20 extra IL CPD hours during the transitional period (i.e. 1 March 2010 to 29 February 2012) and have not since ceased to be engaged in insurance-related work in the insurance industry in Hong Kong for two consecutive...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.docx -
Date: 2022-01-06
... Term Insurance (IL) examination paper unless (i) exempted; or (ii) you had completed 20 extra IL CPD hours during the transitional period (i.e. 1 March 2010 to 29 February 2012) and have not since ceased to be engaged in insurance-related work in the insurance industry in Hong Kong for two consecutive...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.pdf -
Date: 2022-01-06
... Term Insurance (IL) examination paper unless (i) exempted; or (ii) you had completed 20 extra IL CPD hours during the transitional period (i.e. 1 March 2010 to 29 February 2012) and have not since ceased to be engaged in insurance-related work in the insurance industry in Hong Kong for two consecutive...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.docx -
Date: 2022-05-31
... Term Insurance (IL) examination paper unless (i) exempted; or (ii) you had completed 20 extra IL CPD hours during the transitional period (i.e. 1 March 2010 to 29 February 2012) and have not since ceased to be engaged in insurance-related work in the insurance industry in Hong Kong for two consecutive...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.pdf -
Date: 2022-05-31
... Term Insurance (IL) examination paper unless (i) exempted; or (ii) you had completed 20 extra IL CPD hours during the transitional period (i.e. 1 March 2010 to 29 February 2012) and have not since ceased to be engaged in insurance-related work in the insurance industry in Hong Kong for two consecutive...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.docx -
Date: 2020-06-24
... Term Insurance (IL) examination paper unless (i) exempted; or (ii) you had completed 20 extra IL CPD hours during the transitional period (i.e. 1 March 2010 to 29 February 2012) and have not since ceased to be engaged in insurance-related work in the insurance industry in Hong Kong for two consecutive...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.pdf -
Date: 2020-06-24
... institutions to rely on foreign financial institutions within the same financial group as intermediaries to carry out CDD measures; and (d) changing the record-keeping period from “six years” to “at least five years”. The revised GL3 will come into effect on 1 March 2018. A copy of the revised GL3 (showing...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/aml_tec-6-45_CE_20180223.pdf -
Date: 2019-02-01