... value at the time of death. Who should consider it? Young people wi th l imi ted financial means; individuals who have high protection needs for a period of time or who are looking solely for protection and have other financial plans Individuals in a strong financial s i t ua t i on w ho wa n t b o t h...
https://www.ia.org.hk/english/infocenter/files/Understanding_Life_Insurance_Eng.pdf -
Date: 2021-12-14
... therefore the endorsement of top management is one of the key success elements of risk management policy. The policy must be set out clearly and properly documented. The risk management responsibilities have to be clearly defined and communicated to the staff concerned. Sufficient training has to be...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/12.sn-IL-2017_eng.pdf -
Date: 2019-12-02
...) of the questions for the purposes of proper assessment of the customer’s particular circumstances, provided that such addition or modification complies with the requirements set out in paragraph 6.5 of the Guideline. Q5 Can authorized insurers or licensed insurance intermediaries directly ask the...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL30..pdf -
Date: 2020-09-24
... 3. Description of nature of business and services to be provided by the licensed insurance broker company The client agreement should set out a description of the business and services to be provided by the licensed insurance broker company and this should include the following matters: (a) a...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Practice_note_on_Client_Agreement_ILAS.pdf -
Date: 2020-06-15
...) of the questions for the purposes of proper assessment of the customer’s particular circumstances, provided that such addition or modification complies with the requirements set out in paragraph 6.5 of the Guideline. Q5 Can authorized insurers or licensed insurance intermediaries directly ask the...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL30..pdf -
Date: 2020-12-21
... 3. Description of nature of business and services to be provided by the licensed insurance broker company The client agreement should set out a description of the business and services to be provided by the licensed insurance broker company and this should include the following matters: (a) a...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Practice_note_on_Client_Agreement_ILAS.pdf -
Date: 2020-12-21
... Chatbot’s limitations, how it should be used, the data set it is trained on and how that data is stored, used and how long it is kept. Adequate risk mitigation, ongoing monitoring, reporting controls and contingency plans would also need to be in place throughout its deployment. Careful consideration...
https://www.ia.org.hk/english/legislative_framework/Conduct_in_Focus_Issue_07_(Article_03).html -
Date: 2023-05-12
... notify the IA forthwith of any matter which affects the validity of any information given in support of this application. Signature and Date: Company Chop: Name of Signatory: (in block letters) Position: (Note: This section must be signed by the sole proprietor or a partner/director/chief executive...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib3.docx -
Date: 2022-01-06
... facts which have been carefully considered and assessed. 3. I undertake to notify the IA forthwith of any matter which affects the validity of any information given in support of this application. Signature and Date: Company Chop: Name of Signatory: (in block letters) Position: (Note: This section must...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib3.pdf -
Date: 2022-01-06
... notify the IA forthwith of any matter which affects the validity of any information given in support of this application. Signature and Date: Company Chop: Name of Signatory: (in block letters) Position: (Note: This section must be signed by the sole proprietor or a partner/director/chief executive...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib3.docx -
Date: 2022-05-31