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... Intermediary Licence No. as Username for Supervisor Account? Note: Subject to Insurance Authority’s (“IA”) decision ☐ Yes ☐ No (If No, please stately clearly the proposed Username and underline numeric characters.) _________________________________ II. Information on Proposed Owner of Supervisor Account † Is...
https://www.ia.org.hk/english/infocenter/forms/files/A2_Eng_July_2020.pdf - Date: 2022-05-31
... Meeting of the Working Group on Embracing Fintech in Hong Kong (25 April 2023) Programme rundown Download Presentation materials Topic: Update on Open API Framework Speaker:  Mr Tony Chan, Associate...
https://www.ia.org.hk/english/aboutus/task_force/activities_meetings/Meeting_of_the_Working_Group_on_Embracing_Fintech_in_Hong_Kong_(April_2023).html - Date: 2023-05-02
... that is appropriate for assessing their insurance needs, before giving advice or concluding a contract. This information may vary, but should at least include information on the client’s: - financial knowledge and experience; - needs, priorities and circumstances; - ability to afford the product; and...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_PIBA_Guidance_Note_on_Conducting_Investment_Linked_Business_v1_24_12_2014_eg19.pdf - Date: 2019-12-20
... overseas company, please also provide information on the business carried on in your home country and other branches.) Nature of Major Business Year of Commencement of Business Brief Description of Business ☐ No III. Licence(s) Granted by Financial Regulator(s) 1. † Have you ever been registered with the...
https://www.ia.org.hk/english/infocenter/forms/files/Agency_form.pdf - Date: 2022-01-06
... overseas company, please also provide information on the business carried on in your home country and other branches.) Nature of Major Business Year of Commencement of Business Brief Description of Business ☐ No III. Licence(s) Granted by Financial Regulator(s) 1. † Have you ever been registered with the...
https://www.ia.org.hk/english/infocenter/forms/files/Agency_form.pdf - Date: 2022-05-31
... overseas company, please also provide information on the business carried on in your home country and other branches.) Nature of Major Business Year of Commencement of Business Brief Description of Business ☐ No III. Licence(s) Granted by Financial Regulator(s) 1. † Have you ever been registered with the...
https://www.ia.org.hk/english/infocenter/forms/files/Agency_form.pdf - Date: 2020-06-24