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2q17long.pdf
... Marriage and birth 0 0 0 0 C 相連長期 Linked long term 基本計劃 Base Plan 9,570 4,097 4,636,186 1,672,703 5,174,294 237,247 附加合約: Supplementary Contracts: 意外及疾病 (醫療) Accident & Sickness (Medical) 0 1,226 意外及疾病 (非醫療) Accident & Sickness (Non-medical) 0 1,000 非意外及疾病 Other than Accident & Sickness 0 982,301 0 1,520...
https://www.ia.org.hk/english/infocenter/statistics/files/2q17long.pdf -
Date: 2018-03-12
[PDF]
Table-L8_2018.pdf
...,996 4,929,801 210,018 - 3,179,612 安盛保險（百慕達） AXA China (Bermuda) 31-12-18 808,219 472,813,116 16,171,352 755,022 66,891,658 安盛金融 AXA China (HK) 31-12-18 375,574 152,229,645 4,299,327 - 31,791,046 AXA Life AXA Life 31-12-18 4 810 3 - 1,173 安盛財富管理(香港) AXA Wealth Mgt (HK) 31-12-18 832 779,172 5,545 - 35...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L8_2018.pdf -
Date: 2019-09-30
... policyholder). Is this considered as a policy replacement? A4 No, that is not considered to be a policy replacement under the Guideline. Q5 Please advise how to handle life insurance policies with joint policyholders in fulfilling the requirements under the Guideline. A5 The IA does not prescribe any process...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL27.pdf -
Date: 2020-09-24
... policyholder). Is this considered as a policy replacement? A4 No, that is not considered to be a policy replacement under the Guideline. Q5 Please advise how to handle life insurance policies with joint policyholders in fulfilling the requirements under the Guideline. A5 The IA does not prescribe any process...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL27.pdf -
Date: 2020-12-21
[PDF]
2q18long.pdf
... : (a) + (b) 在岸 Onshore 在岸指持有香港身份證的保單持有人的保單。 Onshore is any policy where the policy holder has a Hong Kong identity card. 離岸 Offshore 表格 HKLQ1-1(c) Form HKLQ1-1(c) 類別 Class 業務種類 Type of Business (a) 此期間收入帳內的可收取 的整付保費 (a) Single Premiums Receivable in Revenue (b) 年度化保費 (<5年) (b) Annualized Premiums (<5...
https://www.ia.org.hk/english/infocenter/statistics/files/2q18long.pdf -
Date: 2019-09-23
[HTML]
Codes
... Codes Code of Conduct for Licensed Insurance Agents Code of Conduct for Licensed Insurance Brokers - Practice Note supplementing Standard and Practice 5.4 of in relation to Client...
https://www.ia.org.hk/english/legislative_framework/codes.html -
Date: 2020-06-01
[PDF]
13.sn-TIA-2017_eng.pdf
... by Agent to Principal 2.2.5 Duties Owed by Principal to Agent 2.2.6 Termination of Agency 3. PRINCIPLES OF INSURANCE 3/1 3.1 Insurable Interest 3/1 3.1.1 Definition 3.1.2 Importance of Insurable Interest 3.1.3 Its Essential Criteria 3.1.4 How It Arises 3.1.5 When Is It Needed? 3.1.6 Assignment v 3.2...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/13.sn-TIA-2017_eng.pdf -
Date: 2019-12-02
[HTML]
Financial Arrangements
... The levy payable at 0.1% of insurance premium is subject to a cap of $100 and $5,000 for long term (corresponding single or annualized premiums at or above $100,000) and general (corresponding annual premiums at or above $5 million) insurance policies respectively. Group life insurance policies...
https://www.ia.org.hk/english/aboutus/role/financial_arrangements.html -
Date: 2021-09-13
... hours 持續專業 培訓時數 Current Approval Period 現行 審批期限 Target Participant 培訓對象 Contact 聯絡方法 80/02/98 FWD Life Insurance Company (Bermuda) Limited IIQE Paper 5: Investment-linked Long Term Insurance 保險中介人素質保證計劃卷五: 投資相連長期保險 * No 14 9 Apr 2020 - 8 Apr 2021 Public 公眾人士 + Others: Business Partners Ms Ng Siu Kuen...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_Approved_T1_CPD_adopting_VC.pdf -
Date: 2021-05-06