..., Member Companies must make reasonable efforts to complete and make audio recording of telephone calls with (i) all “Vulnerable Customers”, (ii) all customers selecting either box B or C of Section II of the Declarations and (iii) all customers wishing to procure ILAS products for the purpose of the CIES...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_HKFI_ILAS_Requirements_v2_1_2011_20190823.pdf -
Date: 2019-12-20
... under the PSSVFO. III. COLLABORATIVE ARRANGEMENTS The IA’s designation of a DIHC and determination of the scope of the supervised group of such DIHC 9. Under section 95C of the IO, where the IA is appointed as the group supervisor of an insurance group (in accordance with the principles adopted by the...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/MA-IA_GWS_MoU_2021.pdf -
Date: 2021-11-01
... under the PSSVFO. III. COLLABORATIVE ARRANGEMENTS The IA’s designation of a DIHC and determination of the scope of the supervised group of such DIHC 9. Under section 95C of the IO, where the IA is appointed as the group supervisor of an insurance group (in accordance with the principles adopted by the...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/MA-IA_GWS_MoU_2021.pdf -
Date: 2021-09-01
... without exercising the premium holiday option. [optional] (iii) The amount of total premium(s) may differ slightly from the total of the premiums payable in the policy due to rounding differences. (iv) When reviewing the values shown in the above illustration, please note that the cost of living in the...
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
... 1 2 3 4 5 10 15 20 25 30 At age 65 (5-year interval) At age 100 ‐ 6 ‐ (as at 19 May 2017) III. Section 3 – Company Customization Q 12. Can insurers customize the illustration templates to fit different product features? A 12. Insurers may customize the standard illustration...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/7.Q_and_A_on_GNs_on_Illustration_Document.pdf -
Date: 2019-12-20
... 類別 Class 業務種類 Type of Business 整付保費 Single Premiums 非整付保費 Non-single Premiums 受保人數 No. of Lives 整付保費 Single Premiums 非整付保費 Non-single Premiums 此期間收入帳內的可收 取的整付保費 Single Premiums Receivable in Revenue Account in the Period 年度化保費 Annualized Premiums I 退休計劃管理第 III 類 Retirement scheme management category...
https://www.ia.org.hk/english/infocenter/statistics/files/3q20long.pdf -
Date: 2020-11-30
...保費 Single Premiums Receivable in Revenue Account in the Period 年度化保費 Annualized Premiums I 退休計劃管理第 III 類 Retirement scheme management category III 千港元 HK$'000 千港元 HK$'000 千港元 HK$'000 千港元 HK$'000 基本計劃 Base Plan 0 1,896 118,134 0 61,324,507 0 214,936 附加合約: Supplementary Contracts: 意外及疾病 (醫療) Accident...
https://www.ia.org.hk/english/infocenter/statistics/files/4q21long.pdf -
Date: 2022-03-11
...有權攤分或控制該合夥的資本或 利潤的25%以上; (ii) 直接或間接地有權行使在該合夥的投票權的 25%以上,或支配該比重的投票權的行使;或 (iii) 行使對該合夥的管理最終的控制權;或 (b) 如該合夥是代表另一人行事,指該另一人。 25 附表2第1條 4.4.7 就除合夥外的不屬法團團體而言,實益擁有人指: (a) 最終擁有或控制該不屬法團團體的個人;或 (b) 如該不屬法團團體是代表另一人行事,指該另一 人。 附表2第2(1)(b) 條 4.4.8 如客戶為法人,保險機構應識別任何最終掌有該法人的 控制性擁有權權益 (即25%以上 )的自然人,以及任何對 該法人或其管理層行使控制權的...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/20190913_1_Appendix_B.pdf -
Date: 2019-12-24
... Liability and Product Liability” and /or “Part III-Strict Liability” and/ or “Part IV-Employer's Liability and Motor Liability” and/ or “Part V-Directors' & Officers' Liabil 法律責任證書課程 第一單元 – 疏忽及因他人作為的責任” 及/或 選修個別單元 “第二單元 – 佔用人責任及產品責任” 及/或 選修個別單元 “第三單元– 嚴格責任” 及/或 選修個別單元 “第四單元 –僱主責任及汽車責任” 及/或 選修個別單元 “第五單元 –董事及...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_Approved_T1_CPD_adopting_VC.pdf -
Date: 2021-12-06