... immediately before 1 March 2010; or (2) An individual, who has passed the x-IL Paper, (i) Ceased to be engaged in insurance-related work in the insurance industry in Hong Kong for less than two consecutive years immediately before the date of his registration; or (ii) But not engaged in insurance-related work...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_CIB_GN7on_Adm_Framework_IIQE_for_ILLT_Ins._v1_8_12_09_eg19.pdf -
Date: 2019-12-20
... usually include their (i) investment objectives, (ii) investment knowledge and experience, (iii) preferred investment horizon, (iii) risk attitude and appetite, and (iv) risk tolerance or capacity, that Members should develop and use appropriate risk profile questionnaire for understanding the clients in...
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
... (a) a sum equal to (i) two times the aggregate insurance brokerage income relating to the 12 months immediately preceding the date of commencement of the professional indemnity insurance cover (applicable to a Member who has been in business for more than one year); or (ii) two times the projected...
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
...) investment objectives, (ii) investment knowledge and experience, (iii) preferred investment horizon, (iv) risk attitude and appetite, and (v) risk tolerance or capacity. Members should develop and use appropriate risk profile questionnaires to understand and record the clients’ risk profile in this regard...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4_CIB_GN4_on_Cond_KYC_Proced_for_LT_Ins_Busi_v4_13_10_2015_eg19.pdf -
Date: 2019-12-20
... (original script): اختر محمد منصور شاه محمد Title: a) Maulavi b) Mullah Designation: Minister of Civil Aviation and Transportation under the Taliban regime DOB: a) Approximately 1960 b) 1966 POB: Band-e-Timur village, Maiwand District, Kandahar Province, Afghanistan Good quality a.k.a.: a) Akhtar Mohammad...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/cir_aml_20180518.pdf -
Date: 2019-02-01
... 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
... 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 protection and long-term savings...
https://www.ia.org.hk/english/infocenter/files/Understanding_Life_Insurance_Eng.pdf -
Date: 2022-05-24