Filter
Year
Content Type
File Type
Search Results
⏮
⏴
⏵
⏭[PDF]
20210917CPD_FAQEng.pdf
... by 5 November 2021. Appointing principals are then required, by 19 November 2021, to submit a list (in the following format) to the IA, detailing the updated position of these individual licensees together with the relevant supporting documents. These lists (and supporting documents) should be...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/20210917CPD_FAQEng.pdf -
Date: 2021-12-10
[PDF]
GL15.pdf
... other relevant codes/circulars/guidelines issued by the IA or other regulatory bodies, including the following1: (a) Updated Requirements Relating to the Sale of Investment-linked Assurance Schemes to Enhance Customer Protection issued by the 1 The list is not exhaustive and may be subject to changes...
https://www.ia.org.hk/english/legislative_framework/files/GL15.pdf -
Date: 2020-09-24
[PDF]
Circular_01042022.pdf
... any event, the IFS-PF must be duly completed, signed and dated by the customer prior to policy issuance. Insurers and insurance intermediaries are reminded to observe and comply with the requirements appended to the IFS-PF in Annex. 14. The IFS-PF is not intended to serve as an exhaustive list of...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_01042022.pdf -
Date: 2022-05-31
... a QDAP is printed with the QDAP logo. From 1 April 2019, the public can visit the website of the Insurance Authority (www.ia.org.hk) for the list of QDAP available in the market. 5Key things to know about saving for retirement Enjoy tax deductions through TVC Plan early for happy retirement TVC TVC...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Saving_for_Retirement_Eng_Final.pdf -
Date: 2020-06-23
... every year. The sales document of a QDAP is printed with the QDAP logo. From 1 April 2019, the public can visit the website of the Insurance Authority (www.ia.org.hk) for the list of QDAP available in the market. 5Key things to know about saving for retirement Enjoy tax deductions through TVC Plan early...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2022-05-24
... every year. The sales document of a QDAP is printed with the QDAP logo. From 1 April 2019, the public can visit the website of the Insurance Authority (www.ia.org.hk) for the list of QDAP available in the market. 5Key things to know about saving for retirement Enjoy tax deductions through TVC Plan early...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2020-06-23
... any observations and comments, please let us know and we shall keep this under review with the IA from time to time. SH/JW/LC Encl. (as at 13 November 2015) - 1 - Questions and Answers on ‘Initiative on Financial Needs Analysis’ (“FNA”) Disclaimer: The list of questions and answers are for reference...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_HKFI_FAQ_Initiative_on_FNA_v1_13_11_2015_20190823.pdf -
Date: 2019-12-20
.../ https://cpas.icac.hk/EN/Form/Subscription_Form?cate_id=31 https://cpas.icac.hk/EN/Info/Lib_List?cate_id=3&id=2568 mailto:[email protected] https://cpas.icac.hk/EN/ CONDUCT IN FOCUS 7 Buying insurance from intermediaries who are your friends and family The effective operation of the insurance market...
https://www.ia.org.hk/english/infocenter/files/Conduct_In_Focus_English_Issue2.pdf -
Date: 2021-12-14
.../ https://cpas.icac.hk/EN/Form/Subscription_Form?cate_id=31 https://cpas.icac.hk/EN/Info/Lib_List?cate_id=3&id=2568 mailto:[email protected] https://cpas.icac.hk/EN/ CONDUCT IN FOCUS 7 Buying insurance from intermediaries who are your friends and family The effective operation of the insurance market...
https://www.ia.org.hk/english/infocenter/files/Conduct_In_Focus_English_Issue2.pdf -
Date: 2022-05-24
... - Questions and Answers on ‘Initiative on Financial Needs Analysis’ (“FNA”) Disclaimer: The list of questions and answers are for reference only. Members are advised to consult their own legal counsel as necessary. I. REQUIREMENTS Q 1. Except certain types of policies...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_HKFI_FAQ_Initiative_on_FNA_v2_29_1_2016_20190823.pdf -
Date: 2019-12-20