... up for a quarterly newsletter on the best way to protect her house from wind and hail storms that often hit her area. RELATIONSHIP MANAGEMENT DISCOVERY QUOTING PURCHASING SERVICING Copyright © 2019 Deloitte Development LLC. All rights reserved.11 ADDITIONALLY, WE FOUND A SET OF UNIVERSAL NEEDS ACROSS...
https://www.ia.org.hk/english/aboutus/task_force/activities_meetings/files/FTAHK.pdf -
Date: 2019-06-06
... should consider it? Young people wi th l imi ted financial means; individuals who have high protection needs for a period of time or who are looking solely for protection and have other financial plans Individuals in a strong financial s i t ua t i on w ho wa n t b o t h protection and long-term savings...
https://www.ia.org.hk/english/infocenter/files/Understanding_Life_Insurance_Eng.pdf -
Date: 2022-05-24
... number of attractive product features and the statutory right to claim tax deductions for qualifying premiums paid. To facilitate compliance by VHIS providers, the FHB has set out the schemes rules in the registration rules, Certified Plan policy template, product compliance rules and code of practice...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P2_SN_eng_2018_2019update_file6.pdf -
Date: 2019-12-02
... HK ME Report HK ME Report (Jul 08) (Jul 08) -- recommendationsrecommendations • AML/CFT regime is generally effective • Customer due diligence (CDD) and record-keeping requirements to be set out in law or regulation • Inspection and investigation powers • Sanctioning powers Office of the Commissioner...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/e-ppt20111230-01.pdf -
Date: 2021-11-12
... Scenarios III.1. The three Prescribed Scenarios are set out below. Prescribed Scenario 1 – Market risk scenario This scenario is based on the two largest undiversified market risk charges in the prescribed capital requirement (“PCR”) of the regulatory capital requirements for a general business insurer as...
https://www.ia.org.hk/english/legislative_framework/files/GL21_GI_SST_20200113.pdf -
Date: 2020-09-24