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⏭... - risk profile. 4.4 Client’s needs must first be properly assessed through the use of Financial Needs Analysis (“FNA”) form. ILAS must not be marketed to clients before their needs are properly analyzed. 4.5 Clients that have indicated their insurance needs should then be presented with different...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_PIBA_Guidance_Note_on_Conducting_Investment_Linked_Business_v1_24_12_2014_eg19.pdf -
Date: 2019-12-20
[PDF]
T_G22_2020.pdf
... International 31-12-20 253,276 - 181,511 - - - - - - - - - - - - - - - 美亞保險香港 AIG Insurance HK 31-12-20 478 - 26,468 30,636 - 97,803 - - - 51 - 495 1,558 - 14,776 48,488 - 23,793 AGCS SE AGCS SE 31-12-20 1,034 - 396 - - 2,186 - - 291 - - 101 5,136 - 7,772 186,935 - 199,220 世聯保險 Allied World 31-12-20 9,939 - 20...
https://www.ia.org.hk/english/infocenter/statistics/files/T_G22_2020.pdf -
Date: 2021-10-07
... by 7.4%). New office premiums (excluding Retirement Scheme business) of long term business were $146.5 billion (increased by 30.6%), made up of $137.3 billion from Individual Life and Annuity (Non-Linked) business (increased by 37.4%) and $9 billion from Individual Life and Annuity (Linked...
https://www.ia.org.hk/english/infocenter/press_releases/20231130.html -
Date: 2023-11-30
... electronic delivery bounce-back notice, the authorized insurers should follow up with the policy holder or his/her nominated representative to arrange for a re-delivery promptly. Q2 In respect to Paragraph 5.5(b) of the Guideline, is there a specific timeframe for which authorized insurers should deliver the...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL29.pdf -
Date: 2020-09-24
... electronic delivery bounce-back notice, the authorized insurers should follow up with the policy holder or his/her nominated representative to arrange for a re-delivery promptly. Q2 In respect to Paragraph 5.5(b) of the Guideline, is there a specific timeframe for which authorized insurers should deliver the...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL29.pdf -
Date: 2020-12-21
[PDF]
3q21long.pdf
...,072,817 類別 A 總額 Total of Class A 5,085,764 23,544,362 384,184 4,380,191 40,182,855 26,022,354 153,909 483,750 45,806,712 54,430,657 B 婚姻及出生 Marriage and birth 0 0 0 0 0 39 0 0 0 39 C 相連長期 Linked long term 基本計劃 Base Plan 1,886,051 480,624 0 0 18,500,654 492,904 505,294 150 20,891,999 973,678 附加合約...
https://www.ia.org.hk/english/infocenter/statistics/files/3q21long.pdf -
Date: 2022-03-11
... 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