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⏭... duty as insurance brokers should be product-free when conducting this procedure. 12. In order to assess clients’ needs, Members should ensure that they understand, among others, the clients’:- 12.1 existing and potential financial commitments (e.g. monthly living and family expenses) and liabilities...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4_CIB_GN4_on_Cond_KYC_Proced_for_LT_Ins_Busi_v4_13_10_2015_eg19.pdf -
Date: 2019-12-20
... implementation of the new regulatory regime under the Insurance Companies Ordinance (Cap. 41) as amended by the Insurance Companies (Amendment) Ordinance 2015 and renamed as the Insurance Ordinance (Cap. 41) (“IO”); and (b) aims to further strengthen the co-operation between the SFC and the IA in order to...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/MOU_between_SFC_and_IA_final_28Sep2020.pdf -
Date: 2020-09-28
... implementation of the new regulatory regime under the Insurance Companies Ordinance (Cap. 41) as amended by the Insurance Companies (Amendment) Ordinance 2015 and renamed as the Insurance Ordinance (Cap. 41) (“IO”); and (b) aims to further strengthen the co-operation between the SFC and the IA in order to...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/MOU_between_SFC_and_IA_final_28Sep2020.pdf -
Date: 2021-11-01
... implementation of the new regulatory regime under the Insurance Companies Ordinance (Cap. 41) as amended by the Insurance Companies (Amendment) Ordinance 2015 and renamed as the Insurance Ordinance (Cap. 41) (“IO”); and (b) aims to further strengthen the co-operation between the SFC and the IA in order to...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/MOU_between_SFC_and_IA_final_28Sep2020.pdf -
Date: 2021-09-01
... savings can reach $10,200. A married couple is allowed to allocate tax deductions for qualifying deferred annuity premiums amongst themselves in order to claim the total deductions of $120,000, provided that the husband and the wife are both taxpayers, and the deductions claimed by each taxpayer does not...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2021-12-14
... savings can reach $10,200. A married couple is allowed to allocate tax deductions for qualifying deferred annuity premiums amongst themselves in order to claim the total deductions of $120,000, provided that the deductions claimed by each taxpayer does not exceed the individual limit. A taxpayer is...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Saving_for_Retirement_Eng_Final.pdf -
Date: 2020-06-23
... savings can reach $10,200. A married couple is allowed to allocate tax deductions for qualifying deferred annuity premiums amongst themselves in order to claim the total deductions of $120,000, provided that the husband and the wife are both taxpayers, and the deductions claimed by each taxpayer does not...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2022-05-24
... savings can reach $10,200. A married couple is allowed to allocate tax deductions for qualifying deferred annuity premiums amongst themselves in order to claim the total deductions of $120,000, provided that the husband and the wife are both taxpayers, and the deductions claimed by each taxpayer does not...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2020-06-23
... Non-Executive Director 4. Professor Chan Wai-sum Non-Executive Director 5. Ms Chitty Cheung Fung-ting Non-Executive Director 6. Mr Kenneth Kwok Tsun-wa Non-Executive Director 7. Mr Ma Ho-fai, GBS, JP Non-Executive Director 8. Mr James Wong Chien-kuo Non-Executive Director 9. Mr Stephen Yiu Kin-wah Non-Executive...
https://www.ia.org.hk/english/infocenter/files/IA_Annual_Report_2017_18_English.pdf -
Date: 2021-12-14
... Non-Executive Director 4. Professor Chan Wai-sum Non-Executive Director 5. Ms Chitty Cheung Fung-ting Non-Executive Director 6. Mr Kenneth Kwok Tsun-wa Non-Executive Director 7. Mr Ma Ho-fai, GBS, JP Non-Executive Director 8. Mr James Wong Chien-kuo Non-Executive Director 9. Mr Stephen Yiu Kin-wah Non-Executive...
https://www.ia.org.hk/english/infocenter/files/IA_Annual_Report_2017_18_English.pdf -
Date: 2022-05-24