... insurance intermediaries Promote proper conduct and practices Conduct studies, propose law reforms Assist Financial Secretary to maintain financial stability Facilitate market development, promote competitiveness Promote public education Our Organization 5 Insurance Authority Corporate Services Committee...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_Roles_of_IA_New_regulation_landscape_for_insurance_cos.pdf -
Date: 2021-09-08
... insurance intermediaries Promote proper conduct and practices Conduct studies, propose law reforms Assist Financial Secretary to maintain financial stability Facilitate market development, promote competitiveness Promote public education Our Organization 5 Insurance Authority Corporate Services Committee...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_Roles_of_IA_New_regulation_landscape_for_insurance_cos.pdf -
Date: 2020-06-12
... the Appointed Actuary………………………..……………… 2 5. Product Design..………………………………………….. 3 6. Provision of Adequate and Clear Information…………… 4 7. Suitability Assessment…………………………………… 6 8. Advice to Customers……………………………………... 8 9. Appropriate Remuneration Structure…………………….. 8 10. Ongoing Monitoring...
https://www.ia.org.hk/english/legislative_framework/files/GL16.pdf -
Date: 2020-09-24
... information were up-to-date and relevant. Paragraph 4.7.13 of Guideline 3 provided guidance in relation to section 5(1)(a) of Schedule 2 to AMLO to the effect that all customers that presented a high money-laundering or terrorist financing risk should be subject to a minimum of an annual review by the...
https://www.ia.org.hk/english/infocenter/press_releases/files/Statement_of_Disciplinary_Action_20220131.pdf -
Date: 2022-01-31
...在 客戶協議內須包括關於持牌保險經紀公司如何獲得報酬的聲明外,亦應參閱《就 《持牌保險經紀操守守則》的標準及常規7.1項下規定持牌保險經紀公司披露從保 險人所收取報酬一事作補充的應用說明》,以及《重要資料聲明書》及《申請人 聲明書》(詳見《銷售投資相連壽險計劃(“投連壽險”)產品指引》(指引 26)),就報酬作出披露。 5. 客戶服務代表 客戶協議應列明: (a) 負責有關投連壽險保單的洽談、安排及提供意見給客戶的持牌業務代表(經 紀)的全名及牌照號碼;及 (b) 該持牌業務代表(經紀)的職責及權限。 6. 通知 客戶協議應包括條款以規定若上述第1至5項內指明的資料有任何變更,持牌保險...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Practice_note_on_Client_Agreement_ILAS.pdf -
Date: 2020-06-15
...在 客戶協議內須包括關於持牌保險經紀公司如何獲得報酬的聲明外,亦應參閱《就 《持牌保險經紀操守守則》的標準及常規7.1項下規定持牌保險經紀公司披露從保 險人所收取報酬一事作補充的應用說明》,以及《重要資料聲明書》及《申請人 聲明書》(詳見《銷售投資相連壽險計劃(“投連壽險”)產品指引》(指引 26)),就報酬作出披露。 5. 客戶服務代表 客戶協議應列明: (a) 負責有關投連壽險保單的洽談、安排及提供意見給客戶的持牌業務代表(經 紀)的全名及牌照號碼;及 (b) 該持牌業務代表(經紀)的職責及權限。 6. 通知 客戶協議應包括條款以規定若上述第1至5項內指明的資料有任何變更,持牌保險...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Practice_note_on_Client_Agreement_ILAS.pdf -
Date: 2020-12-21
... Canada Life 31-12-17 - - - - 中國人壽 China Life 31-12-17 66,140 7,736,914 - 19,890,255 太壽香港 TPLHK 31-12-17 - - - - 安達人壽 Chubb Life 31-12-17 578 5,046 - 31,663 信諾環球人壽 CIGNA Worldwide Life 31-12-17 8,365 37,890 - 401,209 Desjardins Financial Security Desjardins Financial Security 31-12-17 - - - - 英國友誠國際...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L12_2017.pdf -
Date: 2019-08-19
... term business Office premiums of in-force long term business were $511.5 billion in 2019 (increased by 10.8%), continued to be dominated by the Individual Life category which contributed $440.2 billion (increased by 3.3%) or 86.1% of the total. The number of policies in this category was 13.2...
https://www.ia.org.hk/english/infocenter/press_releases/20200930.html -
Date: 2020-09-30
... (Medical) 0 1,257 2 17 7,676 8,952 意外及疾病 (非醫療) Accident & Sickness (Non-medical) 0 92 11 408 2,342 2,853 非意外及疾病 Other than Accident & Sickness 0 1 173 465 2,740 3,379 類別 C 總額 Total of Class C 5,067,586 1,350 37,122 185,233 452,431 676,136 D 永久健康 Permanent health 0 63,029 51,228 135,450 5,530 255,237 E 聯合...
https://www.ia.org.hk/english/infocenter/statistics/files/4q16long.pdf -
Date: 2017-11-29