... PowerPoint Presentation v Mr. Peter Gregoire Head of Market Conduct (Acting) / General Counsel 16 December 2020 Building a Positive Image by Reinforcing Trust through Good Conduct and Ethical Practices The Role of Insurance in Society • Providing Society with resilience • Every innovative leap...
https://www.ia.org.hk/english/aboutus/task_force/activities_meetings/files/Future_Task_Force_MC_16_Dec_2020.pdf -
Date: 2020-12-21
... of the Financial Needs Analysis (the “FNA”) requirements under the Guideline on Financial Needs Analysis (GL30) (the “Guideline”). These Interpretation Notes are not intended to be a comprehensive guide and do not constitute legal advice. Authorized insurers and licensed insurance intermediaries are...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL30..pdf -
Date: 2020-09-24
... of the Financial Needs Analysis (the “FNA”) requirements under the Guideline on Financial Needs Analysis (GL30) (the “Guideline”). These Interpretation Notes are not intended to be a comprehensive guide and do not constitute legal advice. Authorized insurers and licensed insurance intermediaries are...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL30..pdf -
Date: 2020-12-21
... customers are treated fairly. 1.2 Life insurance policies are generally long term in nature and the decision to purchase a life insurance policy is an important one. Providing policy holders with the opportunity to reflect on their decision is a key aspect of the “fair customer treatment” principle. The...
https://www.ia.org.hk/english/legislative_framework/files/GL29_English.pdf -
Date: 2020-09-24
... customers are treated fairly. 1.2 Life insurance policies are generally long term in nature and the decision to purchase a life insurance policy is an important one. Providing policy holders with the opportunity to reflect on their decision is a key aspect of the “fair customer treatment” principle. The...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/cooling_off.pdf -
Date: 2020-06-24
... customers are treated fairly. 1.2 Life insurance policies are generally long term in nature and the decision to purchase a life insurance policy is an important one. Providing policy holders with the opportunity to reflect on their decision is a key aspect of the “fair customer treatment” principle. The...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL29.pdf -
Date: 2019-11-29
... in the Syllabus for the Investment-linked Long Term Insurance Examination. The Examination will be based upon these Notes. A few representative examination questions are included at the end of each Chapter to provide you with further guidance. It should be noted, however, that these Study Notes will...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/12.sn-IL-2017_eng.pdf -
Date: 2019-12-02
... in the Syllabus for the Investment-linked Long Term Insurance Examination. The Examination will be based upon these Notes. A few representative examination questions are included at the end of each Chapter to provide you with further guidance. It should be noted, however, that these Study Notes will...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-long-2015.pdf -
Date: 2019-12-02
... experience in the past 12 months, we thought it helpful to draw your attention to certain requirements of the new regime applicable to licensed insurance agencies which may require improved awareness and observance. A number of these requirements, if contravened give rise to offences under the Ordinance. It...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Cir_Agencies_dd_18122020.pdf -
Date: 2020-12-21
... Eng_P1 Build Your Own Pension With An Annuity Pay the premium in
a lump sum or by instalments Annuity income Receive income regularly over
a specified length of time or as long as you live www.thechinfamily.hk
[email protected] www.ifec.org.hk Website: www.ia.org.hk Tel: (852) 3899 9983 Email...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2021-12-14