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... in the sales materials (e.g. product brochure, online promotional information) stating that -9- the product information does not contain the full terms of the policy and the full terms can be found in the policy document; (b) the name of the insurer; (c) the type of medical insurance product (e.g....
https://www.ia.org.hk/english/legislative_framework/files/GL31_20191129e.pdf - Date: 2020-09-24
..., period, products, target customers, the type and arrangement of Gifts offered by the authorized insurer or the licensed insurance intermediary, and also information of the insurance products concerned should be maintained. If a reasonable assessment is required under Paragraph 5.3 of the Guideline...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL25.pdf - Date: 2020-09-24
..., period, products, target customers, the type and arrangement of Gifts offered by the authorized insurer or the licensed insurance intermediary, and also information of the insurance products concerned should be maintained. If a reasonable assessment is required under Paragraph 5.3 of the Guideline...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL25.pdf - Date: 2020-12-21
... in the sales materials (e.g. product brochure, online promotional information) stating that -9- the product information does not contain the full terms of the policy and the full terms can be found in the policy document; (b) the name of the insurer; (c) the type of medical insurance product (e.g....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GL31_20191129e.pdf - Date: 2020-06-24
... in the sales materials (e.g. product brochure, online promotional information) stating that -9- the product information does not contain the full terms of the policy and the full terms can be found in the policy document; (b) the name of the insurer; (c) the type of medical insurance product (e.g....
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL31_20191129e.pdf - Date: 2019-11-29
[PDF] GL1.pdf
... investment-linked type of long term business, there are adequate accounting procedures to enable assets and liabilities to be identified and properly valued and timely reports to be furnished to the policy holders and that the applicant has available sufficient investment management expertise to manage the invested...
https://www.ia.org.hk/english/supervision/reg_insurers_lloyd/files/GL1.pdf - Date: 2020-09-07
... Intermediary Licence No. (if applicable) II. Particulars of Proposed Responsible Officer (“RO”) Name in English Surname First/Other Names Name in Chinese (if any) † Is the Proposed RO an Individual Licensee? ☐ Yes (If Yes, please indicate the licence type and the Insurance Intermediary Licence No....
https://www.ia.org.hk/english/infocenter/forms/files/20190917-RO_Application.pdf - Date: 2022-01-06
... Intermediary Licence No. (if applicable) II. Particulars of Proposed Responsible Officer (“RO”) Name in English Surname First/Other Names Name in Chinese (if any) † Is the Proposed RO an Individual Licensee? ☐ Yes (If Yes, please indicate the licence type and the Insurance Intermediary Licence No....
https://www.ia.org.hk/english/infocenter/forms/files/RO_Application_Form_A3.pdf - Date: 2022-01-06
[PDF] GL1.pdf
... investment-linked type of long term business, there are adequate accounting procedures to enable assets and liabilities to be identified and properly valued and timely reports to be furnished to the policy holders and that the applicant has available sufficient investment management expertise to manage the invested...
https://www.ia.org.hk/english/legislative_framework/files/GL1.pdf - Date: 2020-09-24
... Intermediary Licence No. (if applicable) II. Particulars of Proposed Responsible Officer (“RO”) Name in English Surname First/Other Names Name in Chinese (if any) † Is the Proposed RO an Individual Licensee? ☐ Yes (If Yes, please indicate the licence type and the Insurance Intermediary Licence No....
https://www.ia.org.hk/english/infocenter/forms/files/20190917-RO_Application.pdf - Date: 2022-05-31