...”) – For relevant premiums to qualify for tax deductions, a deferred annuity product must comply with the criteria set out in the guideline (including product design and information disclosure) issued by the Insurance Authority. More details can be found on page 7. Tax deductible MPF voluntary...

... Procedures Dedicated Team & E-mail Account: • Set up a dedicated Complaints Handling Team under Market Conduct Division • Create a new e-mail account "[email protected]" to centralize e-mail communications related to complaints 22 New Initiatives – On-site Inspection on Insurance Brokers After 26 June...

... Procedures Dedicated Team & E-mail Account: • Set up a dedicated Complaints Handling Team under Market Conduct Division • Create a new e-mail account "[email protected]" to centralize e-mail communications related to complaints 22 New Initiatives – On-site Inspection on Insurance Brokers After 26 June...

... provide further guidance and support in processing the applications. Please rest assured that detailed instructions of the application process applicable to your agency will be set out in the invitation letter from the IA (per step 1 above). Next steps We have engaged with The Hong Kong Federation of...

..., aligned with a broker company’s responsibility to have in place requisite controls and procedures in respect of its TRs. Please rest assured that detailed instructions of the application process applicable to your broker company will be set out in the invitation letter from the IA (per step 1 above). Next...

... Procedures Dedicated Team & E-mail Account: • Set up a dedicated Complaints Handling Team under Market Conduct Division • Create a new e-mail account "[email protected]" to centralize e-mail communications related to complaints 22 New Initiatives – On-site Inspection on Insurance Brokers After 26 June...

...) of the questions for the purposes of proper assessment of the customer’s particular circumstances, provided that such addition or modification complies with the requirements set out in paragraph 6.5 of the Guideline. Q5 Can authorized insurers or licensed insurance intermediaries directly ask the...

... 3. Description of nature of business and services to be provided by the licensed insurance broker company The client agreement should set out a description of the business and services to be provided by the licensed insurance broker company and this should include the following matters: (a) a...

...) of the questions for the purposes of proper assessment of the customer’s particular circumstances, provided that such addition or modification complies with the requirements set out in paragraph 6.5 of the Guideline. Q5 Can authorized insurers or licensed insurance intermediaries directly ask the...

... 3. Description of nature of business and services to be provided by the licensed insurance broker company The client agreement should set out a description of the business and services to be provided by the licensed insurance broker company and this should include the following matters: (a) a...