... authority as appointed by the IA, i.e. The Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ); “E-learning Activities” refer to activities in the form of online courses; “Structured Activities” refer to activities in the form of traditional lecture-based courses; and “QF...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GuidelineonContinuingProfessionalDevelopmentforLicensedInsuranceIntermediaries.pdf -
Date: 2020-06-24
... authority as appointed by the IA, i.e. The Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ); “E-learning Activities” refer to activities in the form of online courses; “Structured Activities” refer to activities in the form of traditional lecture-based courses; and “QF...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GuidelineonContinuingProfessionalDevelopmentforLicensedInsuranceIntermediaries_Brokers.pdf -
Date: 2020-06-24
... authority as appointed by the IA, i.e. The Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ); “E-learning Activities” refer to activities in the form of online courses; “Structured Activities” refer to activities in the form of traditional lecture-based courses; and “QF...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Eng_GL24_CPD.pdf -
Date: 2019-09-10
... complex features may not be suitable for distribution through the online channel, where advice to customer cannot be given during the sale process. 4 5.3 Authorized insurers are required to monitor the products after launch to ensure that they continue to meet the needs of the target customers, assess the...
https://www.ia.org.hk/english/legislative_framework/files/GL16.pdf -
Date: 2020-09-24
... systems at the entrance webpage for online application, display of the following Form of Disclosure and users are required to check a box as having read it before they are allowed to proceed with the application; "[Broker Name] (the “Company”) is remunerated for its services by the receipt of commission...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/11a_CIB_Membership_Regulations_v11_15_7_2015_English_eg19.pdf -
Date: 2019-12-20
...: (a) an explanation of the key product features of the relevant policy is provided to the customer during the selling process; 7 (b) in the case of internet sales, as part of the online purchase path, the customer is required to (and does) confirm that he/she has reviewed the benefit illustration...
https://www.ia.org.hk/english/legislative_framework/files/GL28_English.pdf -
Date: 2020-09-24
...: (a) an explanation of the key product features of the relevant policy is provided to the customer during the selling process; 7 (b) in the case of internet sales, as part of the online purchase path, the customer is required to (and does) confirm that he/she has reviewed the benefit illustration...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Benefits_illustration.pdf -
Date: 2020-06-24
...: (a) an explanation of the key product features of the relevant policy is provided to the customer during the selling process; 7 (b) in the case of internet sales, as part of the online purchase path, the customer is required to (and does) confirm that he/she has reviewed the benefit illustration...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL28.pdf -
Date: 2019-11-29
... the paper forms or online platforms for switching investment choices or for placing top-up investments. Customers should also be reminded to read the information of the underlying investment choices as set out in the Investment Choice Brochure and other relevant documents. (b) Authorized insurers...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes.pdf -
Date: 2020-09-24
... the paper forms or online platforms for switching investment choices or for placing top-up investments. Customers should also be reminded to read the information of the underlying investment choices as set out in the Investment Choice Brochure and other relevant documents. (b) Authorized insurers...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GL_26_Interpretation_Notes_Eng.pdf -
Date: 2020-06-24