... (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
..., 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
... 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
... 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
... Personal Data Privacy Officer of the IA at 19/F., 41 Heung Yip Road, Wong Chuk Hang, Hong Kong. A. Type of Application Please tick the appropriate boxes 1. Registration of Line(s) of Business General Insurance Long Term (excluding Linked Long Term) Insurance Long Term (including Linked Long Term...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.docx -
Date: 2022-01-06
... Personal Data Privacy Officer of the IA at 19/F., 41 Heung Yip Road, Wong Chuk Hang, Hong Kong. 2 A. Type of Application Please tick the appropriate boxes 1. Registration of Line(s) of Business General Insurance Long Term (excluding Linked Long Term) Insurance Long Term (including Linked Long Term...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.pdf -
Date: 2022-01-06