... General Circular 36/04 - 1 - CIB-GN(11) (Issued on 16 August 2013) (revised on 12 May 2015) 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...

... margin) pertaining to the insurance business written in or from Hong Kong and the estimated proportion which will be represented by each type of investment, together with a description of the company’s investment policy in relation to the Hong Kong Branch. 9 27. In the case of a company incorporated in...

... margin) pertaining to the insurance business written in or from Hong Kong and the estimated proportion which will be represented by each type of investment, together with a description of the company’s investment policy in relation to the Hong Kong Branch. 9 27. In the case of a company incorporated in...

... margin) pertaining to the insurance business written in or from Hong Kong and the estimated proportion which will be represented by each type of investment, together with a description of the company’s investment policy in relation to the Hong Kong Branch. 9 27. In the case of a company incorporated in...

... inclusiveness and facilitate the development of a more balanced market with more demand for protection-type insurance products. Consumers will also be empowered with more product choices and easier access, and provided with improved customer experience. 5 Second, we strive to foster a healthy ecosystem for...

... inclusiveness and facilitate the development of a more balanced market with more demand for protection-type insurance products. Consumers will also be empowered with more product choices and easier access, and provided with improved customer experience. 5 Second, we strive to foster a healthy ecosystem for...

...  All supporting documents in connection with the Application should be duly verified against the relevant original copy by your appointing principals before submission to the IA.  If you are an existing licensed insurance intermediary and intend to apply for a different type of insurance intermediary...

... inclusiveness and facilitate the development of a more balanced market with more demand for protection-type insurance products. Consumers will also be empowered with more product choices and easier access, and provided with improved customer experience. 5 Second, we strive to foster a healthy ecosystem for...

... including, without limitation, those that have  only  a  small  investment  or  savings  component  such  as  medical,  term  or  critical  illness    ‐ 2 ‐  insurance. Where a gift is offered for this type of product, the gift should be relevant to that  product (e.g. a free medical check‐up) and should...

... Identification 8. Common personal particulars should be recorded, and whenever necessary verified, for identification purpose. They should include but not limited to: full name, date of birth, nationality, identity document type and number, residential address, and contact number(s). 9. When it is a trustee who...