... possible. Saving up for retirement to enjoy tax deductions Time is your best friend for retirement savings Take advantage of the power of compound e�ect and start saving or investing early. The longer your investment time horizon, the stronger the compound e�ect. Assuming that you invest $2,000 per month...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2022-05-24
... possible. Saving up for retirement to enjoy tax deductions Time is your best friend for retirement savings Take advantage of the power of compound e�ect and start saving or investing early. The longer your investment time horizon, the stronger the compound e�ect. Assuming that you invest $2,000 per month...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2020-06-23
... information/ application submitted by individual account owner. The PAA who created the individual account owner account is set as the default Administration Account for the corresponding individual account created. The Administration Account responsible for the verification can be changed in the drop...
https://www.ia.org.hk/english/infocenter/forms/files/Online_Portal_Userguide_principal_Jan_2021.pdf -
Date: 2022-01-06
... compulsory hours on “Ethics or Regulations”. The only exception is travel agents who are only required to earn a minimum of 3 CPD hours per Assessment Period with no compulsory hours required on “Ethics or Regulations”. For individual licensees who are newly licensed by the Insurance Authority (“IA”) during...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/CPD_Circular_28012022_Eng.pdf -
Date: 2022-05-31
... decrease in the IIQE seating capacity (including in-house capacity). In such circumstances, rollout of RIME will be announced via the VTC website with instructions on how to enroll for RIME and details on the examination process. If launched, whilst RIME would not be able to fully replace the drop in IIQE...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_IIQE_20201221.pdf -
Date: 2020-12-21
... per policy basis, without considering per person basis Recommendations: Tighten the specification threshold to collect customers’ financial status evidence Implement threshold on a per person basis CDD Process – Financial Evidence of Policyholders 20 Findings: Copies of ID documents (e.g. HKID...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/IA_AML_findings_briefing_20180531.pdf -
Date: 2021-11-12
... per policy basis, without considering per person basis Recommendations: Tighten the specification threshold to collect customers’ financial status evidence Implement threshold on a per person basis CDD Process – Financial Evidence of Policyholders 20 Findings: Copies of ID documents (e.g. HKID...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/IA_AML_findings_briefing_20180531.pdf -
Date: 2022-04-27