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GuidelineonFitandProperCriteriaforLicensedInsuranceIntermediariesundertheInsuranceOrdinance.pdf
... Criteria for Business Entity 14 7. Commencement 20 Annex 1 Insurance Intermediaries Qualifying Examination 21 Annex 2 Exemptions 25 1 1. Introduction 1.1 This Guideline is issued pursuant to section 133 of the Insurance Ordinance (Cap. 41) (“the Ordinance”) to outline the criteria and matters that the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GuidelineonFitandProperCriteriaforLicensedInsuranceIntermediariesundertheInsuranceOrdinance.pdf -
Date: 2020-06-24
... Criteria for Business Entity 14 7. Commencement 20 Annex 1 Insurance Intermediaries Qualifying Examination 21 Annex 2 Exemptions 25 1 1. Introduction 1.1 This Guideline is issued pursuant to section 133 of the Insurance Ordinance (Cap. 41) (“the Ordinance”) to outline the criteria and matters that the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GuidelineonFitandProperCriteriaforLicensedInsuranceIntermediariesundertheInsuranceOrdinance_Brokers.pdf -
Date: 2020-06-24
[PDF]
Eng_GL23_FPP.pdf
... Criteria for Business Entity 14 7. Commencement 20 Annex 1 Insurance Intermediaries Qualifying Examination 21 Annex 2 Exemptions 25 1 1. Introduction 1.1 This Guideline is issued pursuant to section 133 of the Insurance Ordinance (Cap. 41) (“the Ordinance”) to outline the criteria and matters that the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Eng_GL23_FPP.pdf -
Date: 2019-09-10
... mins Welcome remarks Mr Raymond Tam, Executive Director, Policy and Development (ED(P&D)) of IA 14:35-14:45 10 mins Sharing #1 “How Next Generation Agents and Brokers can Capture the InsurTech Opportunity” Mr Lapman Lee, Insurtech Committee Co-Chair, Fintech Association of Hong Kong (“FTAHK”) 14:45-15...
https://www.ia.org.hk/english/aboutus/task_force/activities_meetings/files/Programme_Rundown_FTF_3_May_2019.pdf -
Date: 2019-06-06
... mins Welcome remarks Mr Raymond Tam, Executive Director, Policy and Development (ED(P&D)) of IA 14:35-14:45 10 mins Sharing #1 “How Next Generation Agents and Brokers can Capture the InsurTech Opportunity” Mr Lapman Lee, Insurtech Committee Co-Chair, Fintech Association of Hong Kong (“FTAHK”) 14:45-15...
https://www.ia.org.hk/english/aboutus/task_force/activities_meetings/files/Programme_Rundown_FTF_3_May_2019_v2.pdf -
Date: 2019-06-06
... 1_HKFI_Code_of_Practice_for_Life_Insurance_Replacement_v1_1_12_1994.pdf APPENDIX II Life Insurance Council of the Hong Kong Federation of Insurers Code of Practice for Life Insurance Replacement REPLACEMENT INQUIRY FORM To : From : Date : Re : Name of Agent ID Card No. Actions taken by the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1a_HKFI_CoP_Life_Ins_Replacement_v1_1_12_1994_20190823.pdf -
Date: 2019-12-20
... Activities Schedule 1A • negotiating or arranging a contract of insurance • inviting or inducing, or attempting to invite or induce, a person to enter into a contract of insurance • inviting or inducing, or attempting to invite or induce, a person to make a material decision • giving regulated advice 7...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_New_Regulatory_Landscape_for_Insurance_Intermediaries.pdf -
Date: 2021-12-09
... Activities Schedule 1A • negotiating or arranging a contract of insurance • inviting or inducing, or attempting to invite or induce, a person to enter into a contract of insurance • inviting or inducing, or attempting to invite or induce, a person to make a material decision • giving regulated advice 7...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_New_Regulatory_Landscape_for_Insurance_Intermediaries.pdf -
Date: 2021-09-08
... Activities Schedule 1A • negotiating or arranging a contract of insurance • inviting or inducing, or attempting to invite or induce, a person to enter into a contract of insurance • inviting or inducing, or attempting to invite or induce, a person to make a material decision • giving regulated advice 7...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_New_Regulatory_Landscape_for_Insurance_Intermediaries.pdf -
Date: 2020-06-12
... a new life insurance policy, be considered as conducting policy replacement: 1. policy maturity; 2. regular annuity payout; or 3. claims payment? Page 4 of 10 A7 No, these situations are not considered to be policy replacement under the Guideline. Q8 If a customer claims that he or she will use his...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL27.pdf -
Date: 2020-09-24