... assume that all premiums are paid in full when due. You should refer to your intermediary or the company for more information or, if appropriate, a more detailed proposal. [optional] (ii) The amount of total premium(s) may differ slightly from the total of the premiums payable in the policy due to...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/5.Standard_Illustration_for_Participating_Policies.pdf -
Date: 2019-12-20
... Sub-Committee The Membership Sub-Committee of the Association shall have the responsibility to grant full membership of the Association in accordance with the regulations. The Sub-Committee shall have the responsibility to add new provisions under these regulations and make amendments from time to time. 7....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/6_PIBA_Membership_Regulations_v6_1_2_2015_eg19.pdf -
Date: 2019-12-20
... 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
... ( Insurance Intermediaries Quality Assurance Scheme ) Investment-linked Long Term Insurance Examination Study Notes 2015 Edition PREFACE These Study Notes have been prepared to correspond with the various Chapters in the Syllabus for the Investment-linked Long Term Insurance Examination. The Exami...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-long-2015.docx -
Date: 2019-12-02
... Study Notes for the Investment-linked Long Term Insurance Examination (2015 Edition) Investment-linked Long Term Insurance Examination Study Notes 2015 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/sn-long-2015.pdf -
Date: 2019-12-02
... qualifying deferred annuity premiums or TVC, etc. The above example takes 20 March 2019 as the date of calculation. * For the 3 scenarios, it is assumed that the taxpayer will not make $60,000 of tax deductible savings given his/her relatively low income, and hence will not make claims with the full tax...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2021-12-14
... yet received full settlement of their claims? ☐ Yes ☐ No 6. Have you ever been a controller, director or partner of another business entity in Hong Kong or elsewhere#, which, (a) with the consent or connivance of, or because of the neglect or omission by you, failed to comply with any requirements...
https://www.ia.org.hk/english/infocenter/forms/files/Insurance_Agency_Application_Form_A5.pdf -
Date: 2022-01-06
... licensee is suspended for a period of 3 months due to a shortfall in CPD hours and he/she makes good the shortfall in CPD hours and pays the penalty fine within 3 months, will the suspension be lifted before the end of the 3 months? A10: No. The suspension remains in force for the full 3 months. VI....
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/20210917CPD_FAQEng.pdf -
Date: 2021-12-10
.../AD must be duly signed by the client. 8.3 Authorized insurers have the duty to put in place a proper mechanism to ensure full understanding of the above by the client, as evidenced in the IFS/AD. 9. Appropriate Remuneration Structure 9.1 ILAS products are susceptible to mis-selling and aggressive...
https://www.ia.org.hk/english/legislative_framework/files/GL15.pdf -
Date: 2020-09-24