... Mortality Protection Gap 22. Assets related to retirement schemes This consists of five types of asset related to retirement schemes: Mandatory Provident Fund (“MPF”), Occupational Retirement Schemes Ordinance (“ORSO”) schemes, Civil Service pen- sion schemes, Grant Schools Provident Fund (“GSPF”) and...
https://www.ia.org.hk/english/infocenter/files/Mortality_Protection_Gap_Report_eng.pdf -
Date: 2021-12-14
... director or controller2 of a corporation that has significant financial interests with that insurer or any companies within the same group of companies as that of the insurer. For example, he is a major service provider of the insurer; or (vi) he has significant financial association with that insurer or...
https://www.ia.org.hk/english/legislative_framework/files/GL10.pdf -
Date: 2020-09-24
... Mortality Protection Gap 22. Assets related to retirement schemes This consists of five types of asset related to retirement schemes: Mandatory Provident Fund (“MPF”), Occupational Retirement Schemes Ordinance (“ORSO”) schemes, Civil Service pen- sion schemes, Grant Schools Provident Fund (“GSPF”) and...
https://www.ia.org.hk/english/infocenter/files/Mortality_Protection_Gap_Report_eng.pdf -
Date: 2022-05-24
... licensed insurance intermediary, no ILAS product should be introduced or recommended to the customer unless such a service will be provided to the customer by the authorized insurer or the licensed insurance intermediary. Provision of insurance options 6.13 For the purposes of GL15, whenever an ILAS policy...
https://www.ia.org.hk/english/legislative_framework/files/GL30_English.pdf -
Date: 2020-09-24
... (d) (by reason of the provisions stated in Permitted Gifts (d)) and the restrictions in the Guideline would apply. Regarding scenario (d) (iii) As regards the “customer service events” arranged by authorized insurers to be attended by licensed insurance brokers and their customers (per scenario (d...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL25.pdf -
Date: 2020-09-24
... Chung 2869 8515 -- IA-PIBA- 2019004 PIBA Insurance and Financial Regulatory Compliance – Highlights of New Insurance Intermediary Regulations 3 01 Nov 2019 – 31 Oct 2020 Ms Eleanor Chung 2869 8515 -- IA-PIBA- 2019005 PIBA Insurance Arrangement for Educational Institution Service: Public Liability...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_T7_CPD.pdf -
Date: 2021-05-06
... (d) (by reason of the provisions stated in Permitted Gifts (d)) and the restrictions in the Guideline would apply. Regarding scenario (d) (iii) As regards the “customer service events” arranged by authorized insurers to be attended by licensed insurance brokers and their customers (per scenario (d...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL25.pdf -
Date: 2020-12-21