... appetite. Take, for example, a participating policy projecting a total cash value of $100,000, $90,000 of which is non-guaranteed, at the end of the 10th year of the policy. When this policy is surrendered or matured at the end of the 10th year, the amount paid to the policyholder will vary from...
https://www.ia.org.hk/english/participating_policy/how_to_choose_participating_policy.html -
Date: 2024-01-18
... for restricted scope travel insurance business only. Individual licensees (except travel agents) whose licences were granted during the following periods CPD Hours Required for Assessment Period 2021/2022 Original Total CPD Hours (including 3 CPD Hours on “Ethics or Regulations”) New Total CPD Hours...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/CPD_Circular_25032022_Eng.pdf -
Date: 2022-05-31
... Entrant Scheme (“CIES”), then the intermediary must explain these to the full satisfaction and understanding of the applicant(s) prior to signing. All applicant(s) must sign and date at the bottom of “Section I: Disclosure Declaration”. 3) The applicant(s) must then tick one of either box A or B in...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4_HKFI_ILAS_Requirements_v4_8_12_2014_20190823.pdf -
Date: 2019-12-20
... 19.4 34.6 40.2 2,557.7 144.5 80.3 38.2 18.2 4.4 2014 5,884.2 1,051.9 38.7 39.5 46.5 2,666.3 1,393.6 87.4 56.7 28.6 2015 6,438.4 1,175.7 66.7 852.2 2,673.6 2,511.2 912.3 53.2 2016 7,047.9 1,311.6 80.1 1,994.2 1,788.7 91.9 2017 7,741.3 1,461.7 2,053.0 1,838.7 2018 8,659.3 2,206.3 * 總額 Total 3,523.8 4...
https://www.ia.org.hk/english/infocenter/statistics/files/T_G18_2018.pdf -
Date: 2019-11-04
..., e.g. living expenses of client and his/her dependant, mortgage and tax payments, other insurance premium payments, as collected in the Needs Analysis. 11.2 the financial commitment of client, i.e. the total premiums payable for the full payment term of the recommended product as shown in the insurer’s...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN12_on_Product_Recommend_Includ_LLT_v1_18_12_2014_eg19.pdf -
Date: 2019-12-20
...) The customer must tick one of either Box A or B in “Section III: Suitability Declaration” under the Applicant’s Declarations: (i) Box A should be ticked where the licensed insurance intermediary and the customer agree that the product (and its underlying investment choices) is suitable for the...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes.pdf -
Date: 2020-09-24
...) The customer must tick one of either Box A or B in “Section III: Suitability Declaration” under the Applicant’s Declarations: (i) Box A should be ticked where the licensed insurance intermediary and the customer agree that the product (and its underlying investment choices) is suitable for the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GL_26_Interpretation_Notes_Eng.pdf -
Date: 2020-06-24
...) The customer must tick one of either Box A or B in “Section III: Suitability Declaration” under the Applicant’s Declarations: (i) Box A should be ticked where the licensed insurance intermediary and the customer agree that the product (and its underlying investment choices) is suitable for the...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes.pdf -
Date: 2019-11-29
... 9,507,985 2,882,589 1,836,620 7,042,029 4,565,486 5,659,063 22,127 1,661,099 329,076 業務類別 香港㇐般保險業務的臨時統計數字 # Provisional Statistics on Hong Kong General Insurance Business # 二零二零年㇐月至三月 January to March 2020 直接及分入再保險業務 Direct & Reinsurance Inward Business 總額 Total Class of Business 意外及健康 Accident...
https://www.ia.org.hk/english/infocenter/statistics/files/1q20gen.pdf -
Date: 2020-05-29
... 9,507,985 2,882,589 1,836,620 7,042,029 4,565,486 5,659,063 22,127 1,661,099 329,076 業務類別 香港㇐般保險業務的臨時統計數字 # Provisional Statistics on Hong Kong General Insurance Business # 二零二零年㇐月至三月 January to March 2020 直接及分入再保險業務 Direct & Reinsurance Inward Business 總額 Total Class of Business 意外及健康 Accident...
https://www.ia.org.hk/english/infocenter/statistics/files/1q20gen.pdf -
Date: 2020-11-30