... .............................................................................................. 15 Example 4: Joint-venture structure with intra-group financial instruments ....... 20 Example 5: Tiering .............................................................................................. 27 Example 6: Tiering with loan to subsidiary...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL32_Module_C_Interpretation_Notes.pdf -
Date: 2022-05-31
.../FFA) (Note 5) 8) Fellow of the Institute of Actuaries of Australia (FIAA) 9) Fellow of the Society of Actuaries of the United States of America (FSA) 10) Chartered Financial Consultant (ChFC) 11) Certified Financial Planner (CFP) 12) Person passed the Foundation Programme Examination of the...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.docx -
Date: 2022-01-06
...) Fellow of the Society of Actuaries of the United States of America (FSA) 10) Chartered Financial Consultant (ChFC) 11) Certified Financial Planner (CFP) 12) Person passed the Foundation Programme Examination of the Hong Kong Securities and Investment Institute (FPE) 13) Person passed the...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.pdf -
Date: 2022-01-06
.../FFA) (Note 5) 8) Fellow of the Institute of Actuaries of Australia (FIAA) 9) Fellow of the Society of Actuaries of the United States of America (FSA) 10) Chartered Financial Consultant (ChFC) 11) Certified Financial Planner (CFP) 12) Person passed the Foundation Programme Examination of the...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.docx -
Date: 2022-05-31
...) Fellow of the Society of Actuaries of the United States of America (FSA) 10) Chartered Financial Consultant (ChFC) 11) Certified Financial Planner (CFP) 12) Person passed the Foundation Programme Examination of the Hong Kong Securities and Investment Institute (FPE) 13) Person passed the...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.pdf -
Date: 2022-05-31
.../FFA) (Note 5) 8) Fellow of the Institute of Actuaries of Australia (FIAA) 9) Fellow of the Society of Actuaries of the United States of America (FSA) 10) Chartered Financial Consultant (ChFC) 11) Certified Financial Planner (CFP) 12) Person passed the Foundation Programme Examination of the...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.docx -
Date: 2020-06-24
...) Fellow of the Society of Actuaries of the United States of America (FSA) 10) Chartered Financial Consultant (ChFC) 11) Certified Financial Planner (CFP) 12) Person passed the Foundation Programme Examination of the Hong Kong Securities and Investment Institute (FPE) 13) Person passed the...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.pdf -
Date: 2020-06-24
... Executive Certificate in Medical Insurance and Health Planning for Retirement 30 01 June 2020 – 30 May 2021 Ms Christine Wong 2520 1868 -- IA-HKFI- 2020008 HKFI IUMI Online Stockholm Conference 2020 Cap at 10 14-25 September 2020 Ms Yuki Ma 2861 9318 See Note 2A IA-HKFI- 2020009 HKFI Roles and...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_T7_CPD.pdf -
Date: 2021-12-06
... proposed Risk-based Capital framework for Hong Kong’s insurance industry. 2 IA welcomes written comments on or before 15 December 2014 by one of the following means: Mail: Office of the Commissioner of Insurance 21/F., Queensway Government Offices 66 Queensway Hong Kong Fax: (852) 2869 0252 Email...
https://www.ia.org.hk/english/infocenter/files/rbc_consultation_paper.pdf -
Date: 2019-09-03
... policyholder has completed the “Risk Profile Questionnaire” and must provide the minimum protection stipulated in the guidelines. * Guideline on Underwriting Class C Business (GL 15) and Guideline on Underwriting Long Term Insurance Business (other than Class C Business) (GL 16). Protection of the...
https://www.ia.org.hk/english/infocenter/files/Understanding_Life_Insurance_Eng.pdf -
Date: 2022-05-24