... component of protection needs (70.6%), followed by 1) future medical expenditure for dependents (13.3%), 2) household debts (13.1%), and 3) future education costs (3.0%). Total resources available upon the death of EAAs were around HKD 10.7 trillion which broke down into 1) savings and investments of all...

... 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...

... Investment Entrant Scheme (“CIES”)  Others (Please specify___________________________________) 2. What is your target horizon for insurance policy/investment-linked assurance scheme? (tick one)  < 1 year  1-5 years  6-10 years  11-20 years  > 20 Years 3. Your capacity to pay premiums for insurance or...

... 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...

... 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...

... for any fraud, misfeasance or misconduct; or (g) has a controller, director or partner, who fails to meet any criteria set out in paragraphs 5.8 and 5.9 above for individuals, or any criteria set out in paragraphs 6.5 and 6.6 for a business entity, as applicable10. Financial status or solvency Any...

... for any fraud, misfeasance or misconduct; or (g) has a controller, director or partner, who fails to meet any criteria set out in paragraphs 5.8 and 5.9 above for individuals, or any criteria set out in paragraphs 6.5 and 6.6 for a business entity, as applicable10. Financial status or solvency Any...

... for any fraud, misfeasance or misconduct; or (g) has a controller, director or partner, who fails to meet any criteria set out in paragraphs 5.8 and 5.9 above for individuals, or any criteria set out in paragraphs 6.5 and 6.6 for a business entity, as applicable10. Financial status or solvency Any...

... for any fraud, misfeasance or misconduct; or (g) has a controller, director or partner, who fails to meet any criteria set out in paragraphs 5.8 and 5.9 above for individuals, or any criteria set out in paragraphs 6.5 and 6.6 for a business entity, as applicable10. Financial status or solvency Any...

... the MA before the IA presents a petition for a person to be declared bankrupt under section 76 of - 10 - the IO, if the person is a person who is employed by an AI or appointed as an agent by an AI. 51. In respect of an application for exemption from any provision of Part X under section 79 of the IO...