... 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...

... cases depend on the performance of the insurers and may NOT be guaranteed. Guaranteed Cash Values on the policy anniversary dates immediately after age 65 (if one of the policies or all policies mature(s) before age 65, please fill in the Guaranteed Cash Values on the policy anniversary dates of each...

... result in their having to fill in similar information onto insurer’s Financial Needs Analysis Form and Risk Profile Questionnaire (“RPQ”) as per the HKFI ILAS Requirements, that Members should put in place appropriate control and procedures to ensure that the information in the two sets of documents is...

... cases depend on the performance of the insurers and may NOT be guaranteed. Guaranteed Cash Values on the policy anniversary dates immediately after age 65 (if one of the policies or all policies mature(s) before age 65, please fill in the Guaranteed Cash Values on the policy anniversary dates of each...

... in most cases depend on the performance of the insurers and may NOT be guaranteed. Guaranteed Cash Values on the policy anniversary dates immediately after age 65 (if one of the policies or all policies mature(s) before age 65, please fill in the Guaranteed Cash Values on the policy anniversary dates...

... g c o mp a n y P R OF OR M A R E V E NU E A CC O UN T O F HO N G K ON G B R A NCH F O R T H E Y E A R E N DI N G O N _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Classes of General Business TOTAL Notes: A) PREMIUMS WRITTEN Gross premiums receivable A1) Direct underwriting A2) Reinsurance accepted A3...

... g c o mp a n y P R OF OR M A R E V E NU E A CC O UN T O F HO N G K ON G B R A NCH F O R T H E Y E A R E N DI N G O N _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Classes of General Business TOTAL Notes: A) PREMIUMS WRITTEN Gross premiums receivable A1) Direct underwriting A2) Reinsurance accepted A3...

... g c o mp a n y P R OF OR M A R E V E NU E A CC O UN T O F HO N G K ON G B R A NCH F O R T H E Y E A R E N DI N G O N _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Classes of General Business TOTAL Notes: A) PREMIUMS WRITTEN Gross premiums receivable A1) Direct underwriting A2) Reinsurance accepted A3...

... (Fri) (Cantonese) 10:00 a.m. – 12:00 nn (Please input “A” or “B” to indicate your order of preference. You are encouraged to fill in both 1st and 2nd priority.) Representative 1 Representative 2 Representative 1 Representative 2 Name: Position: Telephone: Email: 1st priority: 2nd priority: Please...

... assessment 2019/20. $15,000 Annual income $180,000 $20,000 Annual income $240,000 $30,000 Annual income $360,000 $60,000 Annual income $720,000 $60,000 Annual income $720,000 Tax savings The following table provides an example of the potential annual tax savings for individuals with di�erent incomes and tax...