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...”) – For relevant premiums to qualify for tax deductions, a deferred annuity product must comply with the criteria set out in the guideline (including product design and information disclosure) issued by the Insurance Authority. More details can be found on page 7. Tax deductible MPF voluntary...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf - Date: 2022-05-24
...”) – For relevant premiums to qualify for tax deductions, a deferred annuity product must comply with the criteria set out in the guideline (including product design and information disclosure) issued by the Insurance Authority. More details can be found on page 7. Tax deductible MPF voluntary...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf - Date: 2020-06-23
... value at the time of death. Who should consider it? Young people wi th l imi ted financial means; individuals who have high protection needs for a period of time or who are looking solely for protection and have other financial plans Individuals in a strong financial s i t ua t i on w ho wa n t b o t h...
https://www.ia.org.hk/english/infocenter/files/Understanding_Life_Insurance_Eng.pdf - Date: 2021-12-14
...) of the questions for the purposes of proper assessment of the customer’s particular circumstances, provided that such addition or modification complies with the requirements set out in paragraph 6.5 of the Guideline. Q5 Can authorized insurers or licensed insurance intermediaries directly ask the...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL30..pdf - Date: 2020-09-24
... 3. Description of nature of business and services to be provided by the licensed insurance broker company The client agreement should set out a description of the business and services to be provided by the licensed insurance broker company and this should include the following matters: (a) a...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Practice_note_on_Client_Agreement_ILAS.pdf - Date: 2020-06-15
...) of the questions for the purposes of proper assessment of the customer’s particular circumstances, provided that such addition or modification complies with the requirements set out in paragraph 6.5 of the Guideline. Q5 Can authorized insurers or licensed insurance intermediaries directly ask the...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL30..pdf - Date: 2020-12-21
... 3. Description of nature of business and services to be provided by the licensed insurance broker company The client agreement should set out a description of the business and services to be provided by the licensed insurance broker company and this should include the following matters: (a) a...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Practice_note_on_Client_Agreement_ILAS.pdf - Date: 2020-12-21
... Chatbot’s limitations, how it should be used, the data set it is trained on and how that data is stored, used and how long it is kept. Adequate risk mitigation, ongoing monitoring, reporting controls and contingency plans would also need to be in place throughout its deployment. Careful consideration...
https://www.ia.org.hk/english/legislative_framework/Conduct_in_Focus_Issue_07_(Article_03).html - Date: 2023-05-12
... increasingly used as an alternative channel for distribution of insurance products in Hong Kong. Such convergence of financial services has created a model of “one-stop shop”, a retail financial institution that offers an array of financial services. Notwithstanding that “bancassurance” seems to be a bonanza...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/text-ilens14.pdf - Date: 2020-09-28
... increasingly used as an alternative channel for distribution of insurance products in Hong Kong. Such convergence of financial services has created a model of “one-stop shop”, a retail financial institution that offers an array of financial services. Notwithstanding that “bancassurance” seems to be a bonanza...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/text-ilens14.pdf - Date: 2021-11-01