...) ZGIHK ZGIHK 31-12-19 - - - - - - - - - - 蘇黎世保險 Zurich Insurance 31-12-19 2,468,318 1,082,412 968,090 278,015 1,300,130 733,033 320,593 (7,633) 380,512 (3,397) 總額 Total 55,434,601 37,704,011 36,582,878 6,371,633 31,994,164 21,474,638 22,669,581 114,778 6,557,672 869,214 ...
https://www.ia.org.hk/english/infocenter/statistics/files/T_G19_2019.pdf -
Date: 2020-09-30
... determine if a rider application (including top‐up or rider added after policy issuance) needs to be companied by an FNA form? A 1. Treatment for riders should follow the requirement as if it is a basic plan. Q 2. Please provide a definition of 'top‐ups', in particular whether...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/3_HKFI_FAQ_Initiatives_on_FNA_v3_12_12_2016_20190823.pdf -
Date: 2019-12-20
.../considerations.) (2) Cooling-off Period: You have the right to cancel this ILAS policy and get back your original investments (subject to market value adjustment) within the cooling-off period, which is the period of 21 calendar days immediately following either the day of delivery of (i) the policy; or (ii) the...
https://www.ia.org.hk/english/legislative_framework/files/Appendix_1.docx -
Date: 2020-09-24
.../considerations.) (2) Cooling-off Period: You have the right to cancel this ILAS policy and get back your original investments (subject to market value adjustment) within the cooling-off period, which is the period of 21 calendar days immediately following either the day of delivery of (i) the policy; or (ii) the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GL26_Appendix_1_Eng.docx -
Date: 2020-06-24
... customers have taken up the top-up option. Q2 Referring to paragraph 4.2 of the Guideline, please clarify if there is any minimum requirement to classify a product as having refundable feature. For example, does a product refunding 30% (or even smaller) of total premium paid fall into the scope? 2 A2...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL28.pdf -
Date: 2020-09-24
... customers have taken up the top-up option. Q2 Referring to paragraph 4.2 of the Guideline, please clarify if there is any minimum requirement to classify a product as having refundable feature. For example, does a product refunding 30% (or even smaller) of total premium paid fall into the scope? 2 A2...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL28.pdf -
Date: 2020-12-21
... this Guidance Note on Conducting “Know Your Client” Procedures for Long Term Insurance Business (Including Linked Long Term Insurance). Background CIB Membership Regulation 14.7.2 requires our Members and their Chief Executive and Technical Representatives to use a suitable confidential questionnaire...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN4_on_Cond_KYC_Incl_LLT_Ins_v2_8_4_2014_eg19.pdf -
Date: 2019-12-20
... 191,482 119,453 (10,405) 121,824 (9,479) ZGIHK ZGIHK 31-12-20 - - - - - - - - - - 蘇黎世保險 Zurich Insurance 31-12-20 2,250,756 1,294,553 1,333,292 246,384 1,002,328 582,061 744,459 2,818 396,870 (57,239) 總額 Total 59,869,329 40,470,666 38,467,049 6,723,833 30,737,123 20,366,376 22,650,938 37,512 6,718,416...
https://www.ia.org.hk/english/infocenter/statistics/files/T_G19_2020.pdf -
Date: 2021-10-07
... Microsoft Word - GN2AlternateCE CIB-GN(2) (Issued on 23 April 2007 Guidance Note on Registering Alternate Chief Executive According to Membership Regulation 3.5, the General Committee is issuing this Guidance Note on Registering Alternate Chief Executive to facilitate Members’ developing...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN2_Guidance_Note_on_Registering_Alternate_Chief_Executive_v1_23_4_2007_eg19.pdf -
Date: 2019-12-20
... to whom the applicant places his client's business and the respective shares of brokerage income derived from these insurers: % of Total Name of Insurers Brokerage Income 1. 2. 3. 4. 5. 2. Names and addresses of the applicant's principal bankers: 3. (i) If the applicant is a limited company, state...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib3.docx -
Date: 2022-01-06