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⏭... well. (2) Fallback strategy in case where the clients cannot be reached for policy delivery. (3) Documentation of the paper flow. Filing Requirement The acknowledgement of receipt by client of the policy document should form part of the client’s record to be kept and maintained by the Members. CIB would...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN3_GN_on_Proper_Delivery_of_LT_Policy_29_1_2010_eg19.pdf -
Date: 2019-12-20
[PDF]
13.sn-TIA-2017_eng.pdf
.../1 1.1.1 Meaning of Risk 1.1.2 Classification of Risk 1.1.3 Risk Management 1.2 Functions and Benefits of Insurance 1/4 2. LEGAL PRINCIPLES 2/1 2.1 The Law of Contract 2/1 2.1.1 Definition 2.2 The Law of Agency 2/2 2.2.1 Definition 2.2.2 How Agency Arises 2.2.3 Authority of Agents 2.2.4 Duties Owed...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/13.sn-TIA-2017_eng.pdf -
Date: 2019-12-02
... surrender (1) (2) (2) – (1) 1 1,000 900 -100 2 1,000 1,030...
https://www.ia.org.hk/english/premium_financing/pros_and_cons.html -
Date: 2024-01-18
[PDF]
GL4.pdf
... GL4 GUIDELINE ON “FIT AND PROPER” CRITERIA UNDER THE INSURANCE ORDINANCE (CAP. 41) Insurance Authority Contents Page 1. Introduction ………………………..………………….…. 1 2. Approval / Notification Requirements for Appointments of Certain Positions ……....…………....………………......... 1 3. Factors for Determining “Fit...
https://www.ia.org.hk/english/supervision/reg_insurers_lloyd/files/GL4.pdf -
Date: 2020-09-07
[PDF]
GL29_English.pdf
... GL29 GUIDELINE ON COOLING-OFF PERIOD Insurance Authority Contents Page 1. Introduction…………………….…………………………. 1 2. Interpretation………………….………………...………… 1 3. Relevant Regulatory Requirements and Status of this Guideline…………………….……………………………. 3 4. Scope of Application………….…………………………... 4 5. Cooling-off...
https://www.ia.org.hk/english/legislative_framework/files/GL29_English.pdf -
Date: 2020-09-24
[PDF]
cooling_off.pdf
... GL29 GUIDELINE ON COOLING-OFF PERIOD Insurance Authority Contents Page 1. Introduction…………………….…………………………. 1 2. Interpretation………………….………………...………… 1 3. Relevant Regulatory Requirements and Status of this Guideline…………………….……………………………. 3 4. Scope of Application………….…………………………... 4 5. Cooling-off...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/cooling_off.pdf -
Date: 2020-06-24
[PDF]
GL29.pdf
... GL29 GUIDELINE ON COOLING-OFF PERIOD Insurance Authority Contents Page 1. Introduction…………………….…………………………. 1 2. Interpretation………………….………………...………… 1 3. Relevant Regulatory Requirements and Status of this Guideline…………………….……………………………. 3 4. Scope of Application………….…………………………... 4 5. Cooling-off...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL29.pdf -
Date: 2019-11-29
[PDF]
GL4.pdf
... GL4 GUIDELINE ON “FIT AND PROPER” CRITERIA UNDER THE INSURANCE ORDINANCE (CAP. 41) Insurance Authority Contents Page 1. Introduction ………………………..………………….…. 1 2. Approval / Notification Requirements for Appointments of Certain Positions ……....…………....………………......... 1 3. Factors for Determining “Fit...
https://www.ia.org.hk/english/supervision/reg_insurers_lloyd/files/GL4.pdf -
Date: 2020-06-22
... No 6: Effective Date of Termination 6: Reason for Termination 6: Name 1: Name 2: Name 3: Name 4: Name 5: Insurance Intermediary Licence No 5: Insurance Intermediary Licence No 4: Insurance Intermediary Licence No 3: Insurance Intermediary Licence No 2: Insurance Intermediary Licence No 1: Effective...
https://www.ia.org.hk/english/infocenter/forms/files/Supplemental_Termination_of_Appointment.pdf -
Date: 2022-01-06
... No 6: Effective Date of Termination 6: Reason for Termination 6: Name 1: Name 2: Name 3: Name 4: Name 5: Insurance Intermediary Licence No 5: Insurance Intermediary Licence No 4: Insurance Intermediary Licence No 3: Insurance Intermediary Licence No 2: Insurance Intermediary Licence No 1: Effective...
https://www.ia.org.hk/english/infocenter/forms/files/Supplemental_Termination_of_Appointment.pdf -
Date: 2022-05-31