...人壽及年金(非投資相連) 60,712 93,792 -35.3% Individual Life and Annuity (Non-Linked) 個人人壽及年金(投資相連) 4,570 5,815 -21.4% Individual Life and Annuity (Linked) 其他個人業務 46 103 -55.3% Other Individual Business 非退休計劃團體業務 195 160 21.9% Non-Retirement Scheme Group Business 總額(不包括退休計劃) 65,523 99,870 -34.4% Total (exclude...

...人壽及年金(非投資相連) 60,712 93,792 -35.3% Individual Life and Annuity (Non-Linked) 個人人壽及年金(投資相連) 4,570 5,815 -21.4% Individual Life and Annuity (Linked) 其他個人業務 46 103 -55.3% Other Individual Business 非退休計劃團體業務 195 160 21.9% Non-Retirement Scheme Group Business 總額(不包括退休計劃) 65,523 99,870 -34.4% Total (exclude...

... InsurerList_2018.xlsx 保險公司名稱 Name of Insurer 簡稱 Abbreviated Name 註冊成立 地點 * Place of Incorporation * 獲授權業務 類型# Type of Business Authorized # ABCI Insurance Company Limited (農銀國際保險有限公司) 農銀 ABCI 中國香港 HK ㇐般 General Aetna Insurance (Hong Kong) Limited (美國安泰保險(香港)有限公司) 美國安泰 Aetna 中國香港 HK ㇐般 General AIA...

... InsurerList_2018.xlsx 保險公司名稱 Name of Insurer 簡稱 Abbreviated Name 註冊成立 地點 * Place of Incorporation * 獲授權業務 類型# Type of Business Authorized # ABCI Insurance Company Limited (農銀國際保險有限公司) 農銀 ABCI 中國香港 HK ㇐般 General Aetna Insurance (Hong Kong) Limited (美國安泰保險(香港)有限公司) 美國安泰 Aetna 中國香港 HK ㇐般 General AIA...

... Well-defined boundary and conditions i) Timing and duration, or expected official launch date of the initiative to the market ii) Size and type of insurance business, and targeted users iii) Technology involved iv) Expected outcome and success criteria of the trial B. Risk management controls C. Customer...

...專業培訓活動。 由於 2019/20 及 2020/21 的合併持續專業培訓評核期剛於 2021 年 7 月 31 日結束，本局於 2020 年 6 月發佈、旨在闡釋合併持續專業培訓評核期相關 事宜的「常見問題」及解答，將暫時繼續保留在保監局網站以供參考。就 2019/20 及 2020/21 的合併持續專業培訓評核期相關事宜的問題，請繼續參 考「常見問題」。至於與 2021 年 8 月 1 日或以後的持續專業培訓評核期相 關事宜的問題，則請參考「釋義文件」。 https://www.ia.org.hk/en/legislative_framework/circulars/reg_matters...

...專業培訓活動。 由於 2019/20 及 2020/21 的合併持續專業培訓評核期剛於 2021 年 7 月 31 日結束，本局於 2020 年 6 月發佈、旨在闡釋合併持續專業培訓評核期相關 事宜的「常見問題」及解答，將暫時繼續保留在保監局網站以供參考。就 2019/20 及 2020/21 的合併持續專業培訓評核期相關事宜的問題，請繼續參 考「常見問題」。至於與 2021 年 8 月 1 日或以後的持續專業培訓評核期相 關事宜的問題，則請參考「釋義文件」。 https://www.ia.org.hk/en/legislative_framework/circulars/reg_matters...

... appointment or two appointments for the purposes of the cap (which depends on whether the scope of the agent’s appointment is limited to one line of business or extended to both general business and long term business). The existing framework is currently set out in paragraphs 21-22 of the Code of Practice...

... product risks, key exclusions, 21- day cooling-off period etc. 8.4 The proper sales process flow is set out in the flowchart at the Annex. It involves completion of the FNA (if applicable), confirmation of needs, comparison of different insurance options (where FNA has been performed), and explanation of...

... outsourcing. Q7 In selling an insurance policy, if the insurance agent is authorized to issue the policy on behalf of the authorized insurer, would such activity be regarded as outsourcing? A7 Such activity is a type of ancillary services relating to the sale of insurance policies by an insurance agent and is...