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https://www.ia.org.hk/english/infocenter/forms/files/Form_IC_L01_version_2025.10.docx - Date: 2025-12-05
... following information must be disclosed in addition to the existing product disclosure requirements: (i) Objective(s) of buying the product is(are) clearly stated; (ii) Type and nature of the product is clearly stated (e.g. “The product is a long term insurance plan underwritten by [name of insurer] and is...
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
... Insurance Agent Licensed Technical Representative (Agent) Licensed Technical Representative (Broker) Licensed Insurance Broker Company Type Business Entity Individual Licensed Insurance Broker Transitional Arrangements for Deemed Licensees Commencement of New Regulatory Regime on 23 September 2019 Enhance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/New_regime_brochure_Eng.pdf - Date: 2020-07-16
... refer to the fulfillment ratio of a product series with the features that are similar to what you are interested in, such as the type of non-guaranteed benefits and product type. Reminder The fulfillment ratio may serve as a reference of past performance for policyholders, but...
https://www.ia.org.hk/english/participating_policy/how_to_choose_participating_policy.html - Date: 2024-01-18
... to encourage greater use of E- learning Activities, the cap on the number of CPD hours that can be obtained through Type 1 and Type 7 E-learning Activities for each Assessment Period is lifted permanently. This means that there is no longer any cap on the number of CPD hours to be earned through...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/CPD_Circular_25032022_Eng.pdf - Date: 2022-05-31
... Insurance Agent Licensed Technical Representative (Agent) Licensed Technical Representative (Broker) Licensed Insurance Broker Company Type Business Entity Individual Licensed Insurance Broker Transitional Arrangements for Deemed Licensees Commencement of New Regulatory Regime on 23 September 2019 Enhance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/New_regime_brochure_Eng.pdf - Date: 2020-05-29
... associate specified under section 4 or 5. /… https://www.gld.gov.hk/egazette/pdf/20182213/es12018221314.pdf - 2 - New section 11L prohibits provision or collection, by any means, directly or indirectly of any property – (a) with the intention that the property will be used; or (b) knowing that the property...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/cir_aml_20180604.pdf - Date: 2019-02-01
... Plenary’s outcomes can be found on the website of the FATF (h t tp : / /www.fa t f - gaf i . o rg /publ ica t ions / f a t f gene ra l /document s /outcomes - f a t f - p l ena ry- f ebruar y-2021.h tml ) . /… http://www.fatf-gafi.org/publications/high-risk-and-other-monitored-jurisdictions/documents...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/Cirdd20210312.pdf - Date: 2021-11-26
... Plenary’s outcomes can be found on the website of the FATF (h t tp : / /www.fa t f - gaf i . o rg /publ ica t ions / f a t f gene ra l /document s /outcomes - f a t f - p l ena ry- f ebruar y-2021.h tml ) . /… http://www.fatf-gafi.org/publications/high-risk-and-other-monitored-jurisdictions/documents...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/Cirdd20210312.pdf - Date: 2021-09-09
...  responses  to  “objectives”  in Q1 and/or “type(s) of  insurance products”  in Q2 of the FNA Form,  and not “target benefit/protection period” in Q3 due to the diversity and different  nature of insurance products available on the market.    The above are constructed as  illustration of certain possible...
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