... customers receive proper information and disclosure and that the rates of illustration are appropriate to the current investment environment. (II) Background The contents of this Guidance Note have been created by the Life Insurance Council if the HKFI. Office of the Commissioner of Insurance and the...

... particular year. 18. Holders of the qualifications as specified in paragraph 19 are considered to have satisfied the 10 CPD hours requirement if (i) the institutes granting such qualifications have a specific CPD programme for holders of such qualifications; and (ii) they (as the holders of such...

... particular year. 18. Holders of the qualifications as specified in paragraph 19 are considered to have satisfied the 10 CPD hours requirement if (i) the institutes granting such qualifications have a specific CPD programme for holders of such qualifications; and (ii) they (as the holders of such...

... qualifications; and (ii) they (as the holders of such qualifications) have satisfied the CPD requirements specified by the institutes granting such qualifications. Evidence of holding such qualifications/titles should be submitted by the concerned insurance intermediaries as required by the respective SROs. They...

... in a Hardening Market to Obtain the Best Results for Clients - Part II 3 11 Nov 2020 Ms Iris Hau 2116 0372 See Note 5A IA-PIBA- 2020015 PIBA Conduct Issues and Updates of the MPFA System for MPF Intermediaries 2 13 Nov 2020 Ms Candy Cheung 2139 1328 See Note 5A IA-PIBA- 2020016 PIBA High End Life...

... reflect on the IA’s view of the 5 continued fitness and properness of (i) the directors, controllers and key persons in relevant control functions of the authorized insurers to which this Guideline applies; and (ii) the licensed insurance intermediaries to which this Guideline applies and (in the case of...

... intermediaries should adopt a prudent approach in assessing whether the customers are interested in the use of premium financing. (i) The customer has indicated his/her preference for the use of premium financing for his/her insurance application. (ii) The customer has indicated that part of his/her source of...

... reflect on the IA’s view of the 5 continued fitness and properness of (i) the directors, controllers and key persons in relevant control functions of the authorized insurers to which this Guideline applies; and (ii) the licensed insurance intermediaries to which this Guideline applies and (in the case of...

... reflect on the IA’s view of the 5 continued fitness and properness of (i) the directors, controllers and key persons in relevant control functions of the authorized insurers to which this Guideline applies; and (ii) the licensed insurance intermediaries to which this Guideline applies and (in the case of...

... reflect on the IA’s view of the 5 continued fitness and properness of (i) the directors, controllers and key persons in relevant control functions of the authorized insurers to which this Guideline applies; and (ii) the licensed insurance intermediaries to which this Guideline applies and (in the case of...