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Circular_05082020.pdf
... Class C Business), GL30 on Financial Needs Analysis, GL27 on policy replacement, GL28 on benefit illustrations etc). (iii) Details of the AML/CTF controls, including ML/TF risk assessments and the corresponding additional measures relating to non-F2F onboarding of customers. (iv) Details of the Sandbox...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_05082020.pdf -
Date: 2020-12-21
[HTML]
QDAP
... fixed period Please select period All years10-20 years21-30 years31-40 years41-50 yearsMore than 50 years Or whole life Prev Analyse...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/qdap_tool.html -
Date: 2023-02-23
[PDF]
GL17.pdf
...) reinsurance management framework of the insurer; (b) type of reinsurance arrangements; (c) maximum retention of the insurer; (d) spread of risks among reinsurers; and (e) security of reinsurers. 5.3 Authorized insurers should also consider conducting stress testing under different stressed scenarios regularly...
https://www.ia.org.hk/english/legislative_framework/files/GL17.pdf -
Date: 2020-09-24
[PDF]
cir_20180806.pdf
... submit one template concerning their operations in Hong Kong. Completed template(s) should be submitted to [email protected] by 30 November 2018 (Friday). mailto:[email protected] 4 Matching Adjustment For long term business, there would be a separate package of template and technical specifications...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/cir_20180806.pdf -
Date: 2018-11-30
[HTML]
Introduction
... the person is carrying on a regulated activity, in the course of business or employment, or for reward unless the person holds an appropriate type of insurance intermediary licence or is exempt under the IO. It is an offence for contravening section 64G of the IO. Regulated...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/introduction_of_insurance_intermediaries.html -
Date: 2023-06-26
... 2019-2020 and 2020-20211 Reporting Deadline: 30 September 2021 * Please see Completion Instructions and Reporting Procedures on Page 6 * A. PARTICULARS OF LICENSED INSURANCE INTERMEDIARY 1. Name in English*: 2. Name in Chinese* (if any): 3. IA Licence Number: 4. Mobile Number: 5. Email Address: * Full name...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/cpd_declaration_form_eng.pdf -
Date: 2021-12-06
... 2019-2020 and 2020-20211 Reporting Deadline: 30 September 2021 * Please see Completion Instructions and Reporting Procedures on Page 6 * A. PARTICULARS OF LICENSED INSURANCE INTERMEDIARY 1. Name in English*: 2. Name in Chinese* (if any): 3. IA Licence Number: 4. Mobile Number: 5. Email Address: * Full name...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/cpd_declaration_form_eng.pdf -
Date: 2021-05-06
... 2019-2020 and 2020-20211 Reporting Deadline: 30 September 2021 * Please see Completion Instructions and Reporting Procedures on Page 6 * A. PARTICULARS OF LICENSED INSURANCE INTERMEDIARY 1. Name in English*: 2. Name in Chinese* (if any): 3. IA Licence Number: 4. Mobile Number: 5. Email Address: * Full name...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/cpd_declaration_form_eng.pdf -
Date: 2022-05-19