... Long Term Insurance Examination Insurance Intermediaries Quality Assurance Scheme Long Term Insurance Examination Study Notes 2017 Edition 1 Study Notes for Long Term Insurance Examination Update 2 Voluntary Health Insurance Scheme, HKMC Annuity Plan and Tax Deductions for Deferred Annuity Premiums...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2017ver_2018_19update_file8.pdf -
Date: 2019-12-02
... Study Notes for the Investment-linked Long Term Insurance Examination (2017 Edition) Investment-linked Long Term Insurance Examination Study Notes 2017 Edition Insurance Intermediaries Quality Assurance Scheme i PREFACE These Study Notes have been prepared to correspond with the various Chapters in...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/12.sn-IL-2017_eng.pdf -
Date: 2019-12-02
... and public education. Against this background, the IA carried out the Mortality Protection Gap Study (“Study”) 2021, with a view to raising public awareness towards the protection gap, facilitatingfacilitatingf public discussion of personal risk profiles and evolving exposures and the way to bridge...
https://www.ia.org.hk/english/infocenter/files/Mortality_Protection_Gap_Report_eng.pdf -
Date: 2021-12-14
... and public education. Against this background, the IA carried out the Mortality Protection Gap Study (“Study”) 2021, with a view to raising public awareness towards the protection gap, facilitatingfacilitatingf public discussion of personal risk profiles and evolving exposures and the way to bridge...
https://www.ia.org.hk/english/infocenter/files/Mortality_Protection_Gap_Report_eng.pdf -
Date: 2022-05-24
... advice to the client. (b) To achieve the objective of a suitability assessment, a licensed insurance agent should: (i) take reasonable steps to understand the client’s circumstances; (ii) consider the available insurance options 14 in view of the client’s circumstances; (iii) take into account the client...
https://www.ia.org.hk/english/legislative_framework/files/Agent_Code_Eng.pdf -
Date: 2020-06-01
... advice to the client. (b) To achieve the objective of a suitability assessment, a licensed insurance agent should: (i) take reasonable steps to understand the client’s circumstances; (ii) consider the available insurance options 14 in view of the client’s circumstances; (iii) take into account the client...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/CodeofConductforLicensedInsuranceAgents.pdf -
Date: 2020-06-24
... advice to the client. (b) To achieve the objective of a suitability assessment, a licensed insurance agent should: (i) take reasonable steps to understand the client’s circumstances; (ii) consider the available insurance options 14 in view of the client’s circumstances; (iii) take into account the client...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Agent_Code_Eng.pdf -
Date: 2019-09-10
... 155 章)定義爲銀行的人士出任或登記代表香港年金有限公司(獲 授權保險公司)之保險代理,並單純爲該保險公司銷售名為「香港年金計劃」的年金產品,而該 年金產品為整付保費及於年金領受者有生之年向其即時每月派發固定年金,則該保險代理的有關 出任或登記將不會計算在第 21 條所述的保險代理所代表的保險公司數目。” Taking this opportunity, we have made some housekeeping amendments in view of the latest updates in the regulatory framework. The addendum to the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/8a_HKFI_CoP_for_Admin_of_Agents_v7b_24_5_2018_20190823.pdf -
Date: 2019-12-20
..., procedures and controls (hereafter collectively referred to as “AML/CFT Systems”) with a view to managing and mitigating ML/TF risks. Institutional ML/TF risk assessment 2.2 The institutional ML/TF risk assessment forms the basis of the RBA, enabling an II to understand how and to what extent it is...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GL3_AML_Eng.pdf -
Date: 2020-06-16
..., procedures and controls (hereafter collectively referred to as “AML/CFT Systems”) with a view to managing and mitigating ML/TF risks. Institutional ML/TF risk assessment 2.2 The institutional ML/TF risk assessment forms the basis of the RBA, enabling an II to understand how and to what extent it is...
https://www.ia.org.hk/english/legislative_framework/files/GL3_Eng.pdf -
Date: 2020-09-24