... - - - - SJPI(HK)L SJPI(HK)L 31-12-19 876 - 507,642 1,336,548 標準亞洲 Standard Life Asia 31-12-19 40,801 619,928 49,549 7,004,499 香港永明金融 Sun Life Hong Kong 31-12-19 57,934 1,303,891 348,210 11,503,371 泰禾人壽 TLIC 31-12-19 480 21,857 348 400,111 全美(百慕達) Transamerica Life (Bermuda) 31-12-19 39 226 - 13,213 Utmost...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L9_2019.pdf -
Date: 2020-09-30
... - - - - Canada Life Canada Life 31-12-17 301 2,752 - 58,457 中國人壽 China Life 31-12-17 103 679 - 12,453 太壽香港 TPLHK 31-12-17 - - - - 安達人壽 Chubb Life 31-12-17 21,246 367,803 7,545 2,585,379 信諾環球人壽 CIGNA Worldwide Life 31-12-17 31,400 473,608 - 3,588,494 Desjardins Financial Security Desjardins Financial Security...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L9_2017.pdf -
Date: 2019-08-19
... intermediaries’ remuneration, the need to complete the post-sale call, the 21-day cooling-off period etc. The IFS/AD must be duly signed by the client. 5.3 Member has the duty to put in place a proper mechanism to ensure full understanding of the above by the client, as evidenced in the IFS/AD. 6. Post-sale...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_PIBA_Guidance_Note_on_Conducting_Investment_Linked_Business_v1_24_12_2014_eg19.pdf -
Date: 2019-12-20
... 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