Filter
Year
Content Type
File Type
Search Results
⏮
⏴
⏵
⏭... Initiatives Electronification Enhanced Complaints Handling Procedures Inspection 2 Background information 3 Insurance Industry Landscape 4 Number of Insurance Intermediaries 0 10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000 100,000 110,000 2011 2012 2013 2014 2015 2016 2017 (As at 31 Jul...
https://www.ia.org.hk/english/infocenter/files/Updates_on_the_New_Insurance_Intermediaries_Regulatory_Regime.pdf -
Date: 2021-12-09
... IFPHK_Financial_Planning_Conference_2018 香港財務策劃師學會 財務策劃會議 2018 香港保險業監管局 浦偉光先生 執行董事（市場行為） 2018年9月20日 法定保險中介人監管制度最新進展 1) 香港保險市場 2) 新的法定保險中介人監管制度 3) 監管合作 2 1) 香港保險市場 3 香港保險市場 • 截至2018年7月，香港共有160家保險公司 • 一般業務: 93家 • 長期業務: 48家 • 綜合業務: 19家 • 2017年香港保險業的毛保費總額上升至4,896億港元 • 人壽業務約占90％ • 一般業務約占10％ 4 香港人...
https://www.ia.org.hk/english/infocenter/files/IFPHK_Financial_Planning_Conference_2018.pdf -
Date: 2021-09-08
... Initiatives Electronification Enhanced Complaints Handling Procedures Inspection 2 Background information 3 Insurance Industry Landscape 4 Number of Insurance Intermediaries 0 10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000 100,000 110,000 2011 2012 2013 2014 2015 2016 2017 (As at 31 Jul...
https://www.ia.org.hk/english/infocenter/files/Updates_on_the_New_Insurance_Intermediaries_Regulatory_Regime.pdf -
Date: 2021-09-08
... IFPHK_Financial_Planning_Conference_2018 香港財務策劃師學會 財務策劃會議 2018 香港保險業監管局 浦偉光先生 執行董事（市場行為） 2018年9月20日 法定保險中介人監管制度最新進展 1) 香港保險市場 2) 新的法定保險中介人監管制度 3) 監管合作 2 1) 香港保險市場 3 香港保險市場 • 截至2018年7月，香港共有160家保險公司 • 一般業務: 93家 • 長期業務: 48家 • 綜合業務: 19家 • 2017年香港保險業的毛保費總額上升至4,896億港元 • 人壽業務約占90％ • 一般業務約占10％ 4 香港人...
https://www.ia.org.hk/english/infocenter/files/IFPHK_Financial_Planning_Conference_2018.pdf -
Date: 2020-06-12
... Initiatives Electronification Enhanced Complaints Handling Procedures Inspection 2 Background information 3 Insurance Industry Landscape 4 Number of Insurance Intermediaries 0 10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000 100,000 110,000 2011 2012 2013 2014 2015 2016 2017 (As at 31 Jul...
https://www.ia.org.hk/english/infocenter/files/Updates_on_the_New_Insurance_Intermediaries_Regulatory_Regime.pdf -
Date: 2020-06-12
[HTML]
How to choose a QDAP
... the age of 75, and a 10-year annuity period. This means that the entire policy term can be over 60 years. As at December 2022, among all the certified Qualifying Deferred Annuity Policies (QDAPs), the policy with shortest premium payment period was five years, while the longest premium...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/how_to_choose.html -
Date: 2024-01-19
...」)措施 (見第4.10段)。 附表2第2(1)條 4.1.3 以下為適用於保險機構的盡職審查措施： (a) 識別客戶的身分，及根據可靠及獨立來源所提供的文 件、數據或資料，核實客戶的身分 (見第4.3段)； (b) 如就客戶而言有實益擁有人，識別及採取合理措施核 實該實益擁有人的身分，從而使該保險機構信納其知 道該實益擁有人為何人；如客戶屬法人或信託 15，該 等措施包括可使該保險機構了解有關法人或信託的擁 有權及控制權結構(見第4.4段)； (c) 取得與該保險機構建立業務關係 (如有 )的目的及擬具 有的性質的資料，除非有關目的及擬具有的性質顯而 易見(見第4.8段)；及 (d) 如某人...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/20190913_1_Appendix_B.pdf -
Date: 2019-12-24
...”) on Initiative on Financial Needs Analysis (“FNA”) Subsequent to our circular dated 13 November 2015 (Ref: Mv126/15) on the FAQs on the FNA, the LIC has received further comments / questions from LIMs and thus included the same in the attached to facilitate compliance by LIMs with the FNA. The FAQs...
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
... Professional Standards Working Group Subject : Financial Needs Analysis (“FNA”) Further to our circular dated 15 March 2018 (Ref: Mv020/18), the LIC incorporated appropriately LIM’s comments into our industry proposal to the IA on a list of products exempted from the FNA requirements. After rounds of...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/6_HKFI_Initiative_on_FNA_v6_1_6_2018_20190823.pdf -
Date: 2019-12-20
... Customer Servicing iii. Marketing and Promotion iv. Insurance Sales v. Underwriting P2 of 2 vi. Policy Administration vii. Claims viii. Reinsurance ix. Actuarial Support x. Accounting and Investment xi. Training and Development V. STRUCTURE OF HONG KONG INSURANCE INDUSTRY i. Types of Insurance Business ii....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1.PP_syllabus_eng_2013_2017.pdf -
Date: 2019-12-02