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⏭... as a licensed insurance intermediary; (ii) an authorized insurer or a licensed insurance intermediary which is an SFC-licensed corporation’s application to vary its line of business as specified in the licence of the authorized insurer or the licensed insurance intermediary; (iii) an SFC-licensed...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/MOU_between_SFC_and_IA_final_28Sep2020.pdf -
Date: 2021-11-01
... as a licensed insurance intermediary; (ii) an authorized insurer or a licensed insurance intermediary which is an SFC-licensed corporation’s application to vary its line of business as specified in the licence of the authorized insurer or the licensed insurance intermediary; (iii) an SFC-licensed...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/MOU_between_SFC_and_IA_final_28Sep2020.pdf -
Date: 2021-09-01
[PDF]
List_of_T7_CPD.pdf
... a Hardening Market to Obtain the Best Results for Clients - Part I 3 10 Nov 2020 Ms Iris Hau 2116 0372 See Note 5A IA-PIBA- 2020014 PIBA Techniques and Practices for Broking in a Hardening Market to Obtain the Best Results for Clients - Part II 3 11 Nov 2020 Ms Iris Hau 2116 0372 See Note 5A...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_T7_CPD.pdf -
Date: 2021-05-06
... more information or, if appropriate, a more detailed proposal. (ii) The Basic Plan Illustration in Section 3a and Section 3b (optional) relates to your Basic Plan excluding any riders or additional benefits as shown in Section 2 (if applicable). It assumes that all premiums are paid in full as planned...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/6.Standard_Illustration_for_Universal_Life_Non-Linked_Policies.pdf -
Date: 2019-12-20
...‐guaranteed) or to the “Guaranteed” column (if guaranteed). II. Formatting and Presentation Q 8. Are insurers allowed to highlight certain figures to draw policyholders’ attention? For instance, some insurers show figures for every 5 years in boldface in the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/7.Q_and_A_on_GNs_on_Illustration_Document.pdf -
Date: 2019-12-20
... the company registered as The Hong Kong Confederation of Insurance Brokers (香港保險顧問聯 會). "Controller" means in relation to a Member any of (a) a managing director (i) of a Member or (ii) of a body corporate of which the Member is a Subsidiary; (b) a chief executive (i) of a Member or (ii) of a body...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/11a_CIB_Membership_Regulations_v11_15_7_2015_English_eg19.pdf -
Date: 2019-12-20
[PDF]
20180605_ppt_part2.pdf
... investment elements Used to be a vehicle for tax planning or estate planning for expatriates On a declining trend from mid 2013 to 2016 due to: (i) Withdrawal of bancassurance distribution channel; (ii) Suspension of Capital Investment Entrant Scheme; and (iii) Promulgation of the IA’s Guideline on...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/20180605_ppt_part2.pdf -
Date: 2021-11-12