... customers have taken up the top-up option. Q2 Referring to paragraph 4.2 of the Guideline, please clarify if there is any minimum requirement to classify a product as having refundable feature. For example, does a product refunding 30% (or even smaller) of total premium paid fall into the scope? 2 A2...

... customers have taken up the top-up option. Q2 Referring to paragraph 4.2 of the Guideline, please clarify if there is any minimum requirement to classify a product as having refundable feature. For example, does a product refunding 30% (or even smaller) of total premium paid fall into the scope? 2 A2...

... requirements is assessed annually. For the CPD assessment dates and the related assessment procedures, please contact the respective SROs. Qualified CPD Activities 8. Unless otherwise stated in paragraphs 9, and 14 to 17, qualified CPD activities are structured activities (i.e. activities which require...

... Procedures 7. Compliance with the CPD requirements is assessed annually. For the CPD assessment dates and the related assessment procedures, please contact the respective SROs. Qualified CPD Activities 8. Unless otherwise stated in paragraphs 9, and 14 to 17, qualified CPD activities are structured...

... Compliance with the CPD requirements is assessed annually. For the CPD assessment dates and the related assessment procedures, please contact the respective SROs. Qualified CPD Activities 8. Unless otherwise stated in paragraphs 9, and 14 to 17, qualified CPD activities are structured activities (i.e....

... SROs. - 2 - Assessment Dates and Procedures 7. Compliance with the CPD requirements is assessed annually. For the CPD assessment dates and the related assessment procedures, please contact the respective SROs. Qualified CPD Activities 8. Unless otherwise stated in paragraphs 9, and 14 to 17, qualified...

... 6/11/2023 N/A Insurance Authority bans former insurance agent for five years for mishandling and misappropriating premium 15/8/2023 Chan Ka Hey Enforcement collaboration between IA and HKMA...

... a new life insurance policy, be considered as conducting policy replacement: 1. policy maturity; 2. regular annuity payout; or 3. claims payment? Page 4 of 10 A7 No, these situations are not considered to be policy replacement under the Guideline. Q8 If a customer claims that he or she will use his...

... a new life insurance policy, be considered as conducting policy replacement: 1. policy maturity; 2. regular annuity payout; or 3. claims payment? Page 4 of 10 A7 No, these situations are not considered to be policy replacement under the Guideline. Q8 If a customer claims that he or she will use his...

... - AXA Life AXA Life 31-12-17 - - - - 安盛財富管理(香港) AXA Wealth Mgt (HK) 31-12-17 - - 2 - 東亞人壽 BEA Life 31-12-17 6,459 23 1,306,211 5,248 藍十字 Blue Cross 31-12-17 - - - - 中銀人壽 BOC LIFE 31-12-17 22,694 364 8,229,369 1,932,915 Canada Life Assurance Canada Life Assurance 31-12-17 - - - - Canada Life Canada Life...