... this Guidance Note on Annual Certification for Adequate Professional Indemnity Insurance. Background CIB Membership Regulation 5.2 requires our Members to maintain Professional Indemnity Insurance (“PII”) with a minimum limit of indemnity determined with reference to their insurance brokerage income...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_GN_on_An_Cert_for_Prof_Ind_v2_10_6_2009_eg19.pdf -
Date: 2019-12-20
... America) (item 27) Jama'at al-Tawhid wa'al-Jihad (JTJ) (item 78) You should review your records carefully to see whether you have had, or currently have, accounts, transactions or dealings with the named individuals or entities. If such review reveals any suspicious accounts...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/circular241104.html -
Date: 2017-06-23
... 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 inflation protector option would be considered a top‐up. A 2. Top...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_HKFI_FAQ_Initiative_on_FNA_v2_29_1_2016_20190823.pdf -
Date: 2019-12-20
... Joint Inspection on the Use of Premium Financing to Take Out Long Term Insurance Policies in Hong Kong 30 September 2021 Ref: INS/TEC/9/2/2/26 HKMA/B1/15C To: Chief Executives of all authorized insurers carrying on long term insurance business, Responsible Officers of all licensed insurance broker...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_30092021.pdf -
Date: 2021-12-10
... three Self-Regulatory Organisations (SROs)1. Under the new regime, a person will require a licence granted by the IA to carry on regulated activities. A person must be fit and proper in order to be licensed and this requirement is ongoing. The draft F&P Guideline outlines the key criteria...
https://www.ia.org.hk/english/infocenter/press_releases/20180928_1.html -
Date: 2018-09-28
... User Guide of the Insurance Intermediaries Connect for Individual Applicants to Submit an Individual Licence Application Applicable to Individual Insurance Agent, Technical Representative (Agent) and Technical Representative (Broker) Last update: May 2022 2 Table of Contents 1. Introduction...
https://www.ia.org.hk/english/infocenter/forms/files/Online_Portal_Userguide_individual_May_2022.pdf -
Date: 2022-05-31
... User Guide of the Insurance Intermediaries Connect for Individual Applicants to Submit an Individual Licence Application Applicable to Individual Insurance Agent, Technical Representative (Agent) and Technical Representative (Broker) Last update: May 2022 2 Table of Contents 1. Introduction...
https://www.ia.org.hk/english/infocenter/forms/files/Online_Portal_Userguide_individual_May_2022.pdf -
Date: 2022-05-31
... of an appeal to the Mandatory Provident Fund Schemes Appeal Board. This includes a decision of the MPFA under section 34ZW, to make a disciplinary order. 11.2 Where the MPFA becomes aware that an appeal has been lodged with the Mandatory Provident Fund Schemes Appeal Board against a disciplinary...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/mu20130528.pdf -
Date: 2020-09-28