... Term Insurance 2.1.2 Endowment Insurance 2.1.3 Whole Life Insurance 2.2 Non-Traditional Types of Life Insurance 2/6 2.2.1 Universal Life Insurance 2.2.2 Unit-Linked Long Term Insurance 2.3 Annuities and Pensions 2/9 2.3.1 Annuities 2.3.2 Pensions 2.4 Group and Individual Insurance Plans 2/10 iii 3....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/11.sn-LT-2017_eng.pdf -
Date: 2019-12-02
... and Individual Insurance Plans 2/10 iii 3. BENEFIT RIDERS AND OTHER PRODUCTS 3/1 3.1 Disability Benefits 3/1 3.1.1 Disability Waiver of Premium 3.1.2 Disability Income 3.2 Accident Benefits 3/4 3.2.1 Accidental Death and Dismemberment 3.2.2 Other Accident Benefits 3.3 Accelerated Death Benefits 3/6...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2017ver_2018update.pdf -
Date: 2019-12-02
... changes) Long term business Total revenue premiums of in-force long term business were $273.6 billion in the first half of 2021 (decreased by 2.4%), mainly comprising $226.2 billion from Individual Life and Annuity (Non-Linked) business (decreased by 4.9%), $20.2 billion from...
https://www.ia.org.hk/english/infocenter/press_releases/20210831.html -
Date: 2021-09-03
... potential policyholders stood a 1 in 10 chance of dealing with an Individual Licensee who had failed in satisfying this most basic of requirements. In no way was this an acceptable state of affairs. Something needed to be done and since appointing principals bear a significant responsibility for...
https://www.ia.org.hk/english/legislative_framework/Conduct_in_Focus_Issue_08_01.html -
Date: 2024-01-12
... Process to submit an Application for Licence by Individual Applicant ............................. 6 3.1 Licence Application by Individual Account Owner ............................................................ 6 3.2 Verification of Application by the Principal...
https://www.ia.org.hk/english/infocenter/forms/files/Online_Portal_Userguide_individual_Jan_2021.pdf -
Date: 2022-01-06
... and indicates in the IFS that the purpose is also for life protection as in (b) above, it is acceptable that the client selects Option A of the “Suitability Declaration”. IMPORTANT FACTS STATEMENT (“IFS”) Q6: Is an embedded feature of the policy such as indexation interpreted as a “top up” and...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1.FAQ_on_Updated_Requirements_Relating_to_Sale_of_ILAS.pdf -
Date: 2019-12-20
...,498 10,117,071 美商大都會人壽 Metropolitan Life 31-12-17 57,725 6,649,763 275,766 - 2,732,684 Old Mutual International Old Mutual International 31-12-17 - - - - - Old Mutual Life Old Mutual Life 31-12-17 - - - - - 太平洋人壽 Pacific Life 31-12-17 5,902 7,410,618 31,474 - 121,625 PLL PLL 31-12-17 35 36,756 104 - 2...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L8_2017.pdf -
Date: 2019-08-19
... IA reserves the right to review and update these Interpretation Notes from time to time. Unless otherwise specified, words and expressions in these Interpretation Notes shall have the same meanings as given to them in the Guideline. Section 6 – Detailed Requirements for the FNA Exempted products Q1...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL30..pdf -
Date: 2020-09-24
... IA reserves the right to review and update these Interpretation Notes from time to time. Unless otherwise specified, words and expressions in these Interpretation Notes shall have the same meanings as given to them in the Guideline. Section 6 – Detailed Requirements for the FNA Exempted products Q1...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL30..pdf -
Date: 2020-12-21
... request for information is refused. Requests for information will be handled as promptly and helpfully as possible, and if necessary members of the public will be asked to clarify their requests or directed to the most appropriate government bureau(x) / department(s) or other non-government bodies....
https://www.ia.org.hk/english/access_info/files/Insurance_Authoritys_Code.pdf -
Date: 2018-08-08