... the various products. It must be noted that insurers generally differ from each other in various degrees in the policy wording and terms adopted for the same type of insurance. From a practical point of view, we shall present in these notes what may be considered a representative summary of the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GI_SN_eng_2018.pdf -
Date: 2019-12-02
... based on the client’s circumstances. 6 The range of insurance products and insurers which is “sufficient” for the purpose of 2.2(b) will depend on the type of insurance product being sourced and the extent to which it is available in the insurance market. It is recognized that certain insurance products...
https://www.ia.org.hk/english/legislative_framework/files/Broker_Code_Eng.pdf -
Date: 2020-06-01
... based on the client’s circumstances. 6 The range of insurance products and insurers which is “sufficient” for the purpose of 2.2(b) will depend on the type of insurance product being sourced and the extent to which it is available in the insurance market. It is recognized that certain insurance products...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/CodeofConductforLicensedInsuranceBrokers.pdf -
Date: 2020-06-24
... based on the client’s circumstances. 6 The range of insurance products and insurers which is “sufficient” for the purpose of 2.2(b) will depend on the type of insurance product being sourced and the extent to which it is available in the insurance market. It is recognized that certain insurance products...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Broker_Code_Eng.pdf -
Date: 2019-09-10
... able to purchase it: (i) state the objective(s) of the policy; (ii) state the type and nature of the policy (e.g. “The product is a long term insurance plan underwritten by [name of authorized insurer] and is neither a bank deposit nor a bank savings plan”); (iii) highlight the target premium amount...
https://www.ia.org.hk/english/legislative_framework/files/GL30_English.pdf -
Date: 2020-09-24
... able to purchase it: (i) state the objective(s) of the policy; (ii) state the type and nature of the policy (e.g. “The product is a long term insurance plan underwritten by [name of authorized insurer] and is neither a bank deposit nor a bank savings plan”); (iii) highlight the target premium amount...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Financial_needs.pdf -
Date: 2020-06-24
... able to purchase it: (i) state the objective(s) of the policy; (ii) state the type and nature of the policy (e.g. “The product is a long term insurance plan underwritten by [name of authorized insurer] and is neither a bank deposit nor a bank savings plan”); (iii) highlight the target premium amount...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL30.pdf -
Date: 2019-11-29
... Chapters should be studied carefully, but the following table indicates areas of particular importance: Chapter Relative Weight 1 12% 2 16% 3 30% 4 9% 5 5% 6 21% 7 7% Total 100% 1/1 1 RISK AND INSURANCE 1.1 CONCEPT OF RISK 1.1.1 Meaning of Risk There have been many attempts to define ‘risk’. Probably, to...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-p&p-2013.pdf -
Date: 2019-12-02
... 10,634.9 12,620.0 12,246.8 12,559.6 11,367.8 - 業主立案法團責任* - Owners' Corporation Liability* - - - 45.1 42.7 - 其他 - Others 2,954.0 3,223.4 3,241.2 3,330.4 3,323.1 386.0 576.9 473.8 474.7 550.0 21,831.5 26,138.7 25,071.4 26,101.6 25,436.6 未決申索準備金 Outstanding Claims Provision 2014 2015 2016 2017 2018 百萬元...
https://www.ia.org.hk/english/infocenter/statistics/files/T_G13_2018.pdf -
Date: 2019-11-04
... 31,030 24,026,118 29,546 5,723 忠意人壽 Generali Life (HK) 31-12-18 - - - - - 恒生保險 Hang Seng Insurance 31-12-18 3 2,013 1,343,723 2,539 10,437 香港年金公司 HKMC Annuity 31-12-18 - - - - - 香港人壽 Hong Kong Life 31-12-18 33 6,682 4,254,938 21,040 11,773 滙豐保險 HSBC Insurance 31-12-18 - - - - - 滙豐人壽 HSBC Life...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L10_2018.pdf -
Date: 2019-09-30