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⏭...”) 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
[PDF]
Interpretation_Notes.pdf
... of assessing the suitability of the top-up investment which the customer purchases. For the avoidance of doubt, top-up investment does not include contractual increases due to indexation. IFS, Applicant’s Declarations and Remuneration Disclosure Q 10 What should the presentation format of an...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes.pdf -
Date: 2020-09-24
... of assessing the suitability of the top-up investment which the customer purchases. For the avoidance of doubt, top-up investment does not include contractual increases due to indexation. IFS, Applicant’s Declarations and Remuneration Disclosure Q 10 What should the presentation format of an...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GL_26_Interpretation_Notes_Eng.pdf -
Date: 2020-06-24
[PDF]
Interpretation_Notes.pdf
... of assessing the suitability of the top-up investment which the customer purchases. For the avoidance of doubt, top-up investment does not include contractual increases due to indexation. IFS, Applicant’s Declarations and Remuneration Disclosure Q 10 What should the presentation format of an...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes.pdf -
Date: 2019-11-29
... 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
... Development ii. 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...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2.PP_syllabus_eng_2017.pdf -
Date: 2019-12-02
... 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/P1_syllabus_eng_2017_2018.pdf -
Date: 2019-12-02
[PDF]
P1_syllabus_eng_2018.pdf
... COMPANY i. Product Development ii. 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...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P1_syllabus_eng_2018.pdf -
Date: 2019-12-02
[PDF]
Table-L9_2019.pdf
...) Prudential (America) 31-12-19 - - - - 瑞達國際 Quilter International 31-12-19 10,960 210,215 517,877 15,983,804 RL360° RL360° 31-12-19 691 3,056 - 268,968 RL360 Services RL360 Services 31-12-19 1,924 7,892 - 904,693 SCOTTISH WIDOWS LIMITED SCOTTISH WIDOWS LIMITED 31-12-19 155 - - 1,623 先施人壽 Sincere Life 28-2-19...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L9_2019.pdf -
Date: 2020-09-30
... or otherwise exempted Fitness and Properness Licensed insurance intermediaries are required to be Fit and Proper persons assessed based on - • Education qualifications • CPD requirements • Eight general principles enshrined in the code of conduct for insurance intermediaries 10 Regulation of...
https://www.ia.org.hk/english/infocenter/files/Asia_Pacific_Life_Insurance_Congress_2019.pdf -
Date: 2021-12-09