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⏭... 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
... new life insurance policy will be payable subject to the terms and conditions of the new life insurance policy. c) Has the Agent/Broker explained to you the implications of this replacement for claims payment, if any, as indicated on the left-hand side? □ Yes □ No 5. Other considerations： a) List...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4a_HKFI_CoP_Life_Ins_Replacement_v4_1_5_2006_20190823.pdf -
Date: 2019-12-20
... Page 1 of 3 Practice Note supplementing Standard and Practice 5.4 of the Code of Conduct for Licensed Insurance Brokers in relation to Client Agreements which a Licensed Insurance Broker Company enters into with a client for Linked Long Term Business A. Introduction 1. Standard and Practice 5.4(a...
https://www.ia.org.hk/english/legislative_framework/files/Practice_note_on_Client_Agreement_ILAS_Eng.pdf -
Date: 2020-06-01
... Page 1 of 3 Practice Note supplementing Standard and Practice 5.4 of the Code of Conduct for Licensed Insurance Brokers in relation to Client Agreements which a Licensed Insurance Broker Company enters into with a client for Linked Long Term Business A. Introduction 1. Standard and Practice 5.4(a...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Practice_note_on_Client_Agreement_ILAS_Eng.pdf -
Date: 2020-06-24
... - 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
[DOCX]
sn-long-2015.docx
... Risk-return Trade-off 2.1.4 Risk Reduction Techniques 2.1.5 Risk Management Process 2.1.6 Financial Risk Management in Hong Kong 2.2 Investment Considerations 2/12 2.2.1 Basic Economics 2.2.2 Global Economy 2.2.3 Economic Factors Affecting the Financial Markets 2.2.4 Investment Objective and Risk Tolerance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-long-2015.docx -
Date: 2019-12-02
[PDF]
GL27_English.pdf
...……………...….…………………………... 4 5. Policy Replacement………………...…...………………………... 5 6. Important Facts Statement – Policy Replacement……….……….. 7 7. Internal Policy Replacements……….……...…………………….. 8 8. Complaints Monitoring…………………………………………... 9 9. Effective Controls and Procedures to be established by Authorized Insurers, Licensed...
https://www.ia.org.hk/english/legislative_framework/files/GL27_English.pdf -
Date: 2020-09-24
[PDF]
Long_term_policy.pdf
...……………...….…………………………... 4 5. Policy Replacement………………...…...………………………... 5 6. Important Facts Statement – Policy Replacement……….……….. 7 7. Internal Policy Replacements……….……...…………………….. 8 8. Complaints Monitoring…………………………………………... 9 9. Effective Controls and Procedures to be established by Authorized Insurers, Licensed...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Long_term_policy.pdf -
Date: 2020-06-24
[PDF]
T_G21_2019.pdf
... Asia 31-12-19 - - - - - - - - - - - - 亞洲資本再保 Asia Capital Re 31-12-19 16,489 16,489 - - - - 27,692 21,692 2,961 1,896 135,015 83,211 亞洲保險 Asia Insurance 31-12-19 87,588 56,279 161,477 76,021 3,060 3,060 16,046 4,995 5,118 4,290 438,746 113,374 亞太財險 ASIA-PACIFIC P&C 31-12-19 2,500 2,228 - - - - - - 444...
https://www.ia.org.hk/english/infocenter/statistics/files/T_G21_2019.pdf -
Date: 2020-09-30