... replacing the existing life insurance policy(ies)? □ Yes □ No (effective 1/1/2005) 4 6. Declaration by the Applicant/Proposer: 7. Declaration by the Agent/ Broker: I declare that I have read and discussed the relevant item(s) of this Form with the Agent/Broker. I understand and accept the financial and...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/3a_HKFI_CoP_Life_Ins_Replacement_v3_1_1_2005_20190823.pdf -
Date: 2019-12-20
... transactions .............................. 84 Annex II Examples of money laundering schemes ........................ 87 Glossary of key terms and abbreviations ................................................ 94 1 Chapter 1 – OVERVIEW Introduction 1.1 This Guideline is published under section 7 of the...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/GL3_Appendix_A.pdf -
Date: 2019-02-01
... ................................................ 94 1 Chapter 1 – OVERVIEW Introduction 1.1 This Guideline is published under section 7 of the Anti-Money Laundering and Counter-Terrorist Financing Ordinance, Cap. 615 (AMLO) and section 133 of the Insurance Ordinance, Cap. 41 (IO), and shall take effect from 23 September 2019. 1.2 Terms and...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GL3_AML_Eng.pdf -
Date: 2020-06-16
... ................................................ 94 1 Chapter 1 – OVERVIEW Introduction 1.1 This Guideline is published under section 7 of the Anti-Money Laundering and Counter-Terrorist Financing Ordinance, Cap. 615 (AMLO) and section 133 of the Insurance Ordinance, Cap. 41 (IO), and shall take effect from 23 September 2019. 1.2 Terms and...
https://www.ia.org.hk/english/legislative_framework/files/GL3_Eng.pdf -
Date: 2020-09-24
... Understanding Please click here for the Press Release 20 Apr 2004 Mandatory Provident Fund Schemes Authority MoU Please click here [Text Version] for the relevant I Lens 1 Jan 2004 Hong...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/international_and_domestic_cooperations_memorandum_of_understanding.html -
Date: 2023-12-08
...%), alongside other growth scenarios, in the standard illustration statement. 7. Suitability Assessment 7.1 ILAS products should only be sold to clients with both investment and insurance needs. 7.2 Authorized insurers should endeavour to reduce the risk of sales that do not meet the needs of customers. 7.3 ICP...
https://www.ia.org.hk/english/legislative_framework/files/GL15.pdf -
Date: 2020-09-24
... billion of Retirement Scheme business (increased by 72.7%). On the other hand, new office premiums (excluding Retirement Scheme business) of long term business were $35.1 billion (decreased by 27.5%), made up of $32.5 billion related to Individual Life and Annuity (Non-Linked) business...
https://www.ia.org.hk/english/infocenter/press_releases/20200529.html -
Date: 2021-09-03
... CPD Circular_25032022_Chi 檔號:MC/CPD/CIR 僅經電郵發送 致:所有獲授權保險人的行政總裁、持牌保險代理機構及持牌保險經紀公司的負責人 敬啟者: 保險中介人的持續專業培訓規定 --- 2021/2022 評核期 本年度的持續專業培訓評核期由 2021 年 8 月 1 日開始至 2022 年 7 月 31 日結束 (“2021/2022 評核期”),是首個將持續專業培訓規定由 10 個時數增加至 15 個時數(當 中 3 個時數必須與「道德或規例」範疇有關)的評核期。然而,受到 2019 冠狀病毒病 第五波疫情的影響,今年第一季的持續專業培訓課程實際上...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/CPD_Circular_25032022_Chi.pdf -
Date: 2022-05-31
... Reports and Financial Statements for the period from 7 December 2015 (date of establishment) to 31 March 2016 附錄 Appendices Contents目錄 2 6 10 14 18 24 35 主席的話 Chairman’s Message 第一章 獨立保險業監管局 Chapter 1 The Independent Insurance Authority 第二章 機構管治 Chapter 2 Corporate Governance 第三章 二零一五至一六年度保監局的主要工作 Chapter...
https://www.ia.org.hk/english/infocenter/files/iia_ar2015-16_ce.pdf -
Date: 2021-12-14
... Reports and Financial Statements for the period from 7 December 2015 (date of establishment) to 31 March 2016 附錄 Appendices Contents目錄 2 6 10 14 18 24 35 主席的話 Chairman’s Message 第一章 獨立保險業監管局 Chapter 1 The Independent Insurance Authority 第二章 機構管治 Chapter 2 Corporate Governance 第三章 二零一五至一六年度保監局的主要工作 Chapter...
https://www.ia.org.hk/english/infocenter/files/iia_ar2015-16_ce.pdf -
Date: 2022-05-24