Filter
Year
Content Type
File Type
Search Results
⏮
⏴
⏵
⏭... March 2011 (the “HKMA ILAS Circulars”), introduced a similar restriction on authorised institutions offering financial or other incentives (e.g. gifts) from promoting investment‐linked assurance scheme (“ILAS”) products. 1.4. The Insurance Authority (“IA”) has asked the Life...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_HKFI_GN_Gifts_Promo_and_Incentives_v1_1_2012_20190823.pdf -
Date: 2019-12-20
... Y N The Code of Practice for the Administration of Insurance Agents (Fourth Edition) 保險代理管理守則 (第4版) 4 1 January 2000...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/applicable_rules_issued_by_the_SROs.html -
Date: 2019-12-20
... Page 1 of 3 Practice Note supplementing Standard and Practice 5.4 of the Code of Conduct for Licensed Insurance Brokers in relation to Client Agreements which a Licensed Insurance Broker Company enters into with a client for Linked Long Term Business A. Introduction 1. Standard and Practice 5.4(a...
https://www.ia.org.hk/english/legislative_framework/files/Practice_note_on_Client_Agreement_ILAS_Eng.pdf -
Date: 2020-06-01
... Page 1 of 3 Practice Note supplementing Standard and Practice 5.4 of the Code of Conduct for Licensed Insurance Brokers in relation to Client Agreements which a Licensed Insurance Broker Company enters into with a client for Linked Long Term Business A. Introduction 1. Standard and Practice 5.4(a...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Practice_note_on_Client_Agreement_ILAS_Eng.pdf -
Date: 2020-06-24
... the questions and multiple choice options as set out in the Appendix. If a customer, for privacy or other reasons, chooses not to disclose income/asset information under 4(a) or (b) (but not both) of the FNA, he/she must confirm their reason(s) in writing. This notwithstanding, if the absence of...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/5_HKFI_Initiative_on_FNA_v5_14_7_2015_20190823.pdf -
Date: 2019-12-20
... elaborates the ascertainment of variable fee and the payment requirements. ASCERTAINMENT OF VARIABLE FEE Interpretation of “Insurance Liabilities” 4. The term “insurance liabilities” is defined under section 1A of the Regulation. 5. Schedule 3 to Cap. 41 provides detailed requirements on accounts and...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/letter_and_note_to_insurers_20170421.pdf -
Date: 2018-01-12
[PDF]
1q20long.pdf
... Marriage and birth 0 0 0 133 C 相連長期 Linked long term 基本計劃 Base Plan 4,680 1,954 2,337,733 1,261,478 2,354,931 115,753 附加合約: Supplementary Contracts: 意外及疾病 (醫療) Accident & Sickness (Medical) 0 9,487 意外及疾病 (非醫療) Accident & Sickness (Non-medical) 0 418 非意外及疾病 Other than Accident & Sickness 0 195,394 0 543 類別...
https://www.ia.org.hk/english/infocenter/statistics/files/1q20long.pdf -
Date: 2020-11-30
[PDF]
1q20long.pdf
... Marriage and birth 0 0 0 133 C 相連長期 Linked long term 基本計劃 Base Plan 4,680 1,954 2,337,733 1,261,478 2,354,931 115,753 附加合約: Supplementary Contracts: 意外及疾病 (醫療) Accident & Sickness (Medical) 0 9,487 意外及疾病 (非醫療) Accident & Sickness (Non-medical) 0 418 非意外及疾病 Other than Accident & Sickness 0 195,394 0 543 類別...
https://www.ia.org.hk/english/infocenter/statistics/files/1q20long.pdf -
Date: 2020-05-29
[PDF]
GL2.pdf
... GL2 GUIDELINE ON INSURANCE (GENERAL BUSINESS) (VALUATION) RULES Insurance Authority Contents Page 1. Introduction ……………………………………………… 1 2. Overview of the Insurance (General Business) (Valuation) Rules……………………………………………………… 1 3. Application………………..…………………………….... 2 4. Interpretation...
https://www.ia.org.hk/english/legislative_framework/files/GL2.pdf -
Date: 2020-09-24
[PDF]
GL26_English.pdf
...……………………...…………... 2 3. Relevant Regulatory Documents and Status of this Guideline…………………………………………………. 4 4. Fair Treatment of Customers in the Sale Process for ILAS Products…………………………………………………... 5 5. The FNA Process………………..………………………... 8 6. The RPQ Process………………..………………………... 9 7. IFS, Applicant’s Declarations and...
https://www.ia.org.hk/english/legislative_framework/files/GL26_English.pdf -
Date: 2020-09-24