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⏭... General Circular 36/04 - 1 - CIB-GN(11) (Issued on 16 August 2013) Guidance Note on Keeping of Separate Client Monies According to Membership Regulation 3.5, the General Committee is issuing this Guidance Note on Keeping of Separate Client Monies. 1. Both the Minimum Requirements specified by the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN11_Guidance_Note_on_Keeping_of_Separate_Client_Monies_v1_16_8_2013_eg19.pdf -
Date: 2019-12-20
[PDF]
sn-long-2015.pdf
... Concept 1/2 2. INVESTMENTS 2/1 2.1 Risk of Investment 2/1 2.1.1 Meaning of Risk 2.1.2 Types of Risks 2.1.3 Risk-return Trade-off 2.1.4 Risk Reduction Techniques 2.1.5 Risk Management Process 2.1.6 Financial Risk Management in Hong Kong 2.2 Investment Considerations 2/12 2.2.1 Basic Economics 2.2.2 Global...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-long-2015.pdf -
Date: 2019-12-02
[PDF]
12.sn-IL-2017_eng.pdf
... INVESTMENTS 2/1 2.1 Risk of Investment 2/1 2.1.1 Meaning of Risk 2.1.2 Types of Risks 2.1.3 Risk-return Trade-off 2.1.4 Risk Reduction Techniques 2.1.5 Risk Management Process 2.1.6 Financial Risk Management in Hong Kong 2.2 Investment Considerations 2/12 2.2.1 Basic Economics 2.2.2 Global Economy 2.2.3...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/12.sn-IL-2017_eng.pdf -
Date: 2019-12-02
[PDF]
GL28_English.pdf
... ....................................................................................................................................... 3 3 Relevant Regulatory Requirements and Status of this Guideline ....................................................... 4 4 Scope ................................................................................................................................................... 5 5 General...
https://www.ia.org.hk/english/legislative_framework/files/GL28_English.pdf -
Date: 2020-09-24
... ....................................................................................................................................... 3 3 Relevant Regulatory Requirements and Status of this Guideline ....................................................... 4 4 Scope ................................................................................................................................................... 5 5 General...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Benefits_illustration.pdf -
Date: 2020-06-24
[PDF]
GL28.pdf
... ....................................................................................................................................... 3 3 Relevant Regulatory Requirements and Status of this Guideline ....................................................... 4 4 Scope ................................................................................................................................................... 5 5 General...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL28.pdf -
Date: 2019-11-29
[PDF]
1q19long.pdf
... birth 0 0 0 0 C 相連長期 Linked long term 基本計劃 Base Plan 5,182 2,009 2,627,773 991,989 2,497,755 146,323 附加合約: Supplementary Contracts: 意外及疾病 (醫療) Accident & Sickness (Medical) 0 455 意外及疾病 (非醫療) Accident & Sickness (Non-medical) 0 289 非意外及疾病 Other than Accident & Sickness 0 217,943 0 787 類別 C 總額 Total of...
https://www.ia.org.hk/english/infocenter/statistics/files/1q19long.pdf -
Date: 2020-03-13
[PDF]
1q21gen.pdf
... Management Expenses Underwriting Profit/(Loss) 5,852,094 4,900,189 3,479,031 562,441 382,806 2,944,930 2,309,828 2,303,310 78,159 498,431 216,325 1,379,747 1,105,934 1,213,614 310,437 229,787 871,628 710,728 683,597 783 155,828 143,619 39,871 8,060 8,688 2,202 823 18,034 16,017 7,669 0 2,438 (2,242) 1,839...
https://www.ia.org.hk/english/infocenter/statistics/files/1q21gen.pdf -
Date: 2022-06-01
... meet such objectives) and provide appropriate product training to their intermediaries accordingly. Q 5. Where there is a mismatch (e.g. needs, affordability), are insurers allowed to issue the policies anyway if customer declaration is made? A 5. The overarching principle is...
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
... addition to insurance needs; and what types of insurance products the customers are looking for to meet such objectives) and provide appropriate product training to their intermediaries accordingly. Q 5. Where there is a mismatch (e.g. needs, affordability), are insurers allowed to...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/3_HKFI_FAQ_Initiatives_on_FNA_v3_12_12_2016_20190823.pdf -
Date: 2019-12-20