... premiums or TVC, etc. The above example takes 20 March 2019 as the date of calculation. * For the 3 scenarios, it is assumed that the taxpayer will not make $60,000 of tax deductible savings given his/her relatively low income, and hence will not make claims with the full tax deductible amount for...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Saving_for_Retirement_Eng_Final.pdf -
Date: 2020-06-23
... qualifying deferred annuity premiums or TVC, etc. The above example takes 20 March 2019 as the date of calculation. * For the 3 scenarios, it is assumed that the taxpayer will not make $60,000 of tax deductible savings given his/her relatively low income, and hence will not make claims with the full tax...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2022-05-24
... qualifying deferred annuity premiums or TVC, etc. The above example takes 20 March 2019 as the date of calculation. * For the 3 scenarios, it is assumed that the taxpayer will not make $60,000 of tax deductible savings given his/her relatively low income, and hence will not make claims with the full tax...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2020-06-23
... yet received full settlement of their claims? ☐ Yes ☐ No 6. Have you ever been a controller, director or partner of another business entity in Hong Kong or elsewhere#, which, (a) with the consent or connivance of, or because of the neglect or omission by you, failed to comply with any requirements...
https://www.ia.org.hk/english/infocenter/forms/files/Insurance_Agency_Application_Form_A5.pdf -
Date: 2020-06-24
... more information or, if appropriate, a more detailed proposal. (ii) The Basic Plan Illustration in Section 3a and Section 3b (optional) relates to your Basic Plan excluding any riders or additional benefits as shown in Section 2 (if applicable). It assumes that all premiums are paid in full as planned...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/6.Standard_Illustration_for_Universal_Life_Non-Linked_Policies.pdf -
Date: 2019-12-20
... full context, facts and impact of any matter before it in this respect). The IA reserves the right to review and update this Guideline from time to time as necessary. 1 The objectives and outcomes in this respect are stated in the whole of the content of Section 3 and in each of the opening parts of...
https://www.ia.org.hk/english/legislative_framework/files/GL21.pdf -
Date: 2020-09-24
... full context, facts and impact of any matter before it in this respect). The IA reserves the right to review and update this Guideline from time to time as necessary. 1 The objectives and outcomes in this respect are stated in the whole of the content of Section 3 and in each of the opening parts of...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL21.pdf -
Date: 2019-11-29
... business day of receipt. 4.2 When receiving mixed remittance, i.e. part client monies and part other monies (e.g. commission), in one payment, deposit the full amount into the client accounts. 4.3 Hold own monies of the insurance brokers in client accounts ONLY when the monies are:- (a) The minimum amount...
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