... passwords to anyone. Set a password that is difficult to guess and different from ones you use for other online services, and change it regularly. Contact the Police immediately for assistance if you suspect that your personal data has been stolen. Do not visit suspicious websites, or open unknown emails or...
https://www.ia.org.hk/english/infocenter/files/Digital_onboarding_1_en.pdf -
Date: 2022-05-24
... plan. To better protect the interests of policy holders, the IA requires insurers to set the surrender value at a level at which insurers do not profit from early termination. The surrender value, including the guaranteed and non-guaranteed parts, is listed in the benefit illustration. You...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/how_to_choose.html -
Date: 2024-01-19
... FRs will use their best endeavours to follow the arrangements set out in this MOU in a manner consistent with their respective regulatory regimes, in recognition of the institution-based approach which has been adopted for the regulation of regulated persons. 2.4 This MOU is subject to, and does not...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/mu20130528.pdf -
Date: 2020-09-28
... FRs will use their best endeavours to follow the arrangements set out in this MOU in a manner consistent with their respective regulatory regimes, in recognition of the institution-based approach which has been adopted for the regulation of regulated persons. 2.4 This MOU is subject to, and does not...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/mu20130528.pdf -
Date: 2021-11-01
... enquiries to be made of the customer should include the questions set out in the template in Appendix A. These enquiries should be made during the sale process for new life insurance policies and may be incorporated as a separate section of a policy application form. Authorized insurers and licensed...
https://www.ia.org.hk/english/legislative_framework/files/GL27_English.pdf -
Date: 2020-09-24
... FRs will use their best endeavours to follow the arrangements set out in this MOU in a manner consistent with their respective regulatory regimes, in recognition of the institution-based approach which has been adopted for the regulation of regulated persons. 2.4 This MOU is subject to, and does not...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/mu20130528.pdf -
Date: 2021-09-01
... enquiries to be made of the customer should include the questions set out in the template in Appendix A. These enquiries should be made during the sale process for new life insurance policies and may be incorporated as a separate section of a policy application form. Authorized insurers and licensed...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Long_term_policy.pdf -
Date: 2020-06-24
... FRs will use their best endeavours to follow the arrangements set out in this MOU in a manner consistent with their respective regulatory regimes, in recognition of the institution-based approach which has been adopted for the regulation of regulated persons. 2.4 This MOU is subject to, and does not...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/mu20130528.pdf -
Date: 2020-06-19
... TIA Study Notes Insurance Intermediaries Quality Assurance Scheme Travel Insurance Agents Examination Study Notes 2017 Edition i PREFACE Divided into Part I – Principles and Practice of Insurance, and Part II – Travel Insurance, these Study Notes have been prepared to correspond with the various Ch...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/13.sn-TIA-2017_eng.pdf -
Date: 2019-12-02
... the other hand, the emergence of robo-advice also provides a golden opportunity for traditional insurers and other stakeholders to re-think their business model and create a brand new digital experience for users. Employing robo-advice in distribution service would fundamentally change the way that...
https://www.ia.org.hk/english/infocenter/files/Keynote_Speech_AsianInvestor_on_1_Mar.pdf -
Date: 2021-12-09