... (whether the client is an individual or a corporate and no matter the type of insurance being purchased). The Standards and Practices under General Principle 5 have been crafted with this objective in mind. It is recognized that individual situations differ and the principle-based nature of the Brokers...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Consultation_Conclusions_Brokers_Code_Eng.pdf -
Date: 2019-09-10
... buildings 30% (b) Listed shares, unit trusts and mutual funds 30% (c) Aggregate of (a) and (b) 40% (d) Listed securities 50% (e) Unlisted shares (excluding shares in insurance 10% subsidiaries) and unlisted securities and debts (excluding insurance debts and loans secured by insurance policies) due from...
https://www.ia.org.hk/english/legislative_framework/files/GL2.pdf -
Date: 2020-09-24
... straightforward, involving a simple choice from four alternatives. These we may call Type ‘A’ Questions. A selection of the questions (probably between 10% and 15%) will be slightly more complex, but again involving a choice between four alternatives. These we may call Type ‘B’ Questions. Examples of each are...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-tia-2014.doc -
Date: 2019-12-02
..., understood and I agree to the attached Personal Information Collection Statement. ☐ I am holding a licence that is different to the type of licence applied for in this application. By ticking this box, I confirm that I will request all the appointing principal(s) of that licence to terminate my appointment...
https://www.ia.org.hk/english/infocenter/forms/files/A1_Form_Jan_2022.pdf -
Date: 2022-01-06
..., understood and I agree to the attached Personal Information Collection Statement. ☐ I am holding a licence that is different to the type of licence applied for in this application. By ticking this box, I confirm that I will request all the appointing principal(s) of that licence to terminate my appointment...
https://www.ia.org.hk/english/infocenter/forms/files/A1_Form_Jan_2022.pdf -
Date: 2022-05-31
... Examination Questions The examination will consist of 75 multiple-choice questions. The majority of the questions will be very straightforward, involving a simple choice from four alternatives. These we may call Type ‘A’ Questions. A selection of the questions (probably between 10% and 15%) will be slightly...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-p&p-2013.doc -
Date: 2019-12-02
... professional insurance intermediary to have a working knowledge of the various products. It must be noted that insurers generally differ from each other in the policy wording and terms adopted for the same type of insurance. In these notes, therefore, we shall present what may be considered a representative...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-general-2008.doc -
Date: 2019-12-02
... because insurance is available. - o - o - o - 1/5 Representative Examination Questions The examination will consist of 75 multiple-choice questions. The majority of the questions will be very straightforward, involving a simple choice from four alternatives. These we may call Type ‘A’ Questions. A...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/9.sn-pp-2017_eng.pdf -
Date: 2019-12-02