... (whether the client is an individual or a corporate and no matter the type of insurance being purchased). The Standards and Practices under General Principle 5 have been crafted with this objective in mind. It is recognized that individual situations differ and the principle-based nature of the Brokers...
https://www.ia.org.hk/english/infocenter/files/Consultation_Conclusions_Brokers_Code_Eng.pdf -
Date: 2019-09-03
... (whether the client is an individual or a corporate and no matter the type of insurance being purchased). The Standards and Practices under General Principle 5 have been crafted with this objective in mind. It is recognized that individual situations differ and the principle-based nature of the Brokers...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Consultation_Conclusions_Brokers_Code_Eng.pdf -
Date: 2019-09-10
..., which in turn is reflected in the selection of insurance products. Life insurance products with savings and investment elements are popular amongst Asians. Life insurance in-force business premiums in Hong Kong are derived mainly from protection type products with savings elements. The business mix in...
https://www.ia.org.hk/english/infocenter/files/Mortality_Protection_Gap_Report_eng.pdf -
Date: 2021-12-14
..., which in turn is reflected in the selection of insurance products. Life insurance products with savings and investment elements are popular amongst Asians. Life insurance in-force business premiums in Hong Kong are derived mainly from protection type products with savings elements. The business mix in...
https://www.ia.org.hk/english/infocenter/files/Mortality_Protection_Gap_Report_eng.pdf -
Date: 2022-05-24
... to the prescribed maximum number of appointing insurers which licensed individual insurance agents and licensed insurance agencies can represent. Section 64L of the Insurance Ordinance limits licensed technical representatives (agent) to serving only one licensed insurance agency in that capacity...
https://www.ia.org.hk/english/legislative_framework/files/Agent_Code_Eng.pdf -
Date: 2020-06-01
... to the prescribed maximum number of appointing insurers which licensed individual insurance agents and licensed insurance agencies can represent. Section 64L of the Insurance Ordinance limits licensed technical representatives (agent) to serving only one licensed insurance agency in that capacity...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/CodeofConductforLicensedInsuranceAgents.pdf -
Date: 2020-06-24
... to the prescribed maximum number of appointing insurers which licensed individual insurance agents and licensed insurance agencies can represent. Section 64L of the Insurance Ordinance limits licensed technical representatives (agent) to serving only one licensed insurance agency in that capacity...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Agent_Code_Eng.pdf -
Date: 2019-09-10
..., period, products, target customers, the type and arrangement of Gifts offered by the authorized insurer or the licensed insurance intermediary, and also information of the insurance products concerned should be maintained. If a reasonable assessment is required under Paragraph 5.3 of the Guideline...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL25.pdf -
Date: 2020-09-24
..., period, products, target customers, the type and arrangement of Gifts offered by the authorized insurer or the licensed insurance intermediary, and also information of the insurance products concerned should be maintained. If a reasonable assessment is required under Paragraph 5.3 of the Guideline...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL25.pdf -
Date: 2020-12-21
... 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....
https://www.ia.org.hk/english/infocenter/forms/files/20190917-RO_Application.pdf -
Date: 2022-01-06