... activities which the company proposes to carry out in Hong Kong. 21. The nature of the commitments which the company proposes to take on in Hong Kong (including establishment of its own office (in the case of a non-Hong Kong company, its own branch office) as its place of business in Hong Kong, and give...
https://www.ia.org.hk/english/infocenter/forms/files/IA-6G.pdf -
Date: 2020-06-24
... insurance policy is a type of annuity insurance policy which has an accumulation phase and an annuitization phase. During the accumulation phase, the policy holder pays premiums regularly over a period of time which is then (usually) followed by a deferral period to allow the paid up sum to grow through...
https://www.ia.org.hk/english/legislative_framework/files/GL19.pdf -
Date: 2020-09-24
... insurance policy is a type of annuity insurance policy which has an accumulation phase and an annuitization phase. During the accumulation phase, the policy holder pays premiums regularly over a period of time which is then (usually) followed by a deferral period to allow the paid up sum to grow through...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL19.pdf -
Date: 2019-11-29
... first introduced in 1996. Under which, policy holders have the right to cancel new policies within the cooling-off period and request for a refund of the premium(s) paid. With effect from 1 February 2010, the cooling-off period is 21 days after the delivery of the policy or issue of a notice (informing...
https://www.ia.org.hk/english/consumer/industry_practices_associated_with_the_sale_of_Insurance_policies.html -
Date: 2020-04-21
... by The Hong Kong Federation of Insurers.) If you consider the life insurance policy not suitable, you have the right to cancel it within the “cooling-o� period” and obtain a full refund of the insurance premium paid (less a market value adjustment where applicable). The “cooling-o� period” is 21 days...
https://www.ia.org.hk/english/infocenter/files/Tips_on_buying_insurance_Eng_2019.pdf -
Date: 2021-12-14
... and ask the customer if they meet the definition Shift obligation to their customers – not an acceptable practice Customer may not be able to determine if they are indeed a PEP 21 PEPs When suspicious transactions/activities are identified, a suspicious transaction report (“STR”) should be...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/ppt20151109-02.pdf -
Date: 2021-11-12
... almost 21, 000 policies accounting for $319 million of annualised premiums have already been issued up to the end of October. Preliminary analysis also indicates that young middle class is the main clientele, reaffirming our belief that digital platforms are capable of reaching underserved segments and...
https://www.ia.org.hk/english/infocenter/files/Asian_Insurance_Forum_2020.pdf -
Date: 2021-09-08
... and ask the customer if they meet the definition Shift obligation to their customers – not an acceptable practice Customer may not be able to determine if they are indeed a PEP 21 PEPs When suspicious transactions/activities are identified, a suspicious transaction report (“STR”) should be...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/ppt20151109-02.pdf -
Date: 2022-04-27
... Insurance Intermediaries Qualifying Examination (IIQE) In our circular issued on 21 December 2020, we announced the availability of the Remote Invigilation Mode Examination (RIME) for the Insurance Intermediaries Qualifying Examination (IIQE) to be offered by the Vocational Training Council (“VTC”) as a...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_RIME_15032022_ENG.pdf -
Date: 2022-05-31
... Worldwide 31-12-19 - - - - - 立橋人壽 Well Link Life 31-12-19 234 48,543 33,189 - 39,231 萬通保險 YF LIFE 31-12-19 302,186 152,878,445 4,545,042 73,707 23,925,021 Zurich Assurance Zurich Assurance 31-12-19 38,891 21,252,432 236,934 - 5,135,561 Zurich International Zurich International 31-12-19 5,440 19,764,458 60...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L8_2019.pdf -
Date: 2020-09-30