... Intermediary Licence No. (if applicable) II. Particulars of Proposed Responsible Officer (“RO”) Name in English Surname First/Other Names Name in Chinese (if any) † Is the Proposed RO an Individual Licensee? ☐ Yes (If Yes, please indicate the licence type and the Insurance Intermediary Licence No....

... investment-linked type of long term business, there are adequate accounting procedures to enable assets and liabilities to be identified and properly valued and timely reports to be furnished to the policy holders and that the applicant has available sufficient investment management expertise to manage the invested...

... margin) pertaining to the insurance business written in or from Hong Kong and the estimated proportion which will be represented by each type of investment, together with a description of the company’s investment policy in relation to the Hong Kong Branch. 9 27. In the case of a company incorporated in...

... – Policy Replacement” to you. Signature of the Applicant/Proposer Date ( DD / MM / YYYY) Signature of Licensed Insurance Intermediary Date ( DD / MM / YYYY ) Full name of Licensed Insurance Intermediary Type of License and License No. 13 Appendix B Important Facts Statement - Policy Replacement This...

... margin) pertaining to the insurance business written in or from Hong Kong and the estimated proportion which will be represented by each type of investment, together with a description of the company’s investment policy in relation to the Hong Kong Branch. 9 27. In the case of a company incorporated in...

... – Policy Replacement” to you. Signature of the Applicant/Proposer Date ( DD / MM / YYYY) Signature of Licensed Insurance Intermediary Date ( DD / MM / YYYY ) Full name of Licensed Insurance Intermediary Type of License and License No. 13 Appendix B Important Facts Statement - Policy Replacement This...

... are applied instantaneously. 6.28 Certain insurers provided commentary explaining the impact for each stress scenario. A few insurers also included further breakdown by asset and liability type or breakdown by risk type in their ORSA Reports. It is expected that commentary on results should be 11...

... margin) pertaining to the insurance business written in or from Hong Kong and the estimated proportion which will be represented by each type of investment, together with a description of the company’s investment policy in relation to the Hong Kong Branch. 9 27. In the case of a company incorporated in...

... under the PF facility, exceeded a certain percentage of the liquid assets or disposable income of the customer (e.g. 50%). This had a positive effect in discouraging over-leveraging via PF. (b) A few intermediaries have tailored their financial needs analysis (hereinafter referred as “FNA”) forms or...

... 19 Distribution of Insurers’ Market Share 2018 2019 2018 2019 1-10 1,451-3,933 1,455-4,309 44.2 43.5 11-20 883-1,442 1,007-1,333 21.1 20.4 21-50 257-838 283-929 26.9 27.2 Ranking of Insurers Range of Gross Written Premiums (HK$ million) Market Share (%) 16 Figure 20 Market Share by Gross Written...