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... any insurance needs and requirements identified, prior to formulating an advice of taking out new or additional Long Term Insurance policy. 4. Members should verify all available information and should satisfy themselves that the clients are financially capable to commit any extra funds to the options...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN12_on_Product_Recommend_for_LT_v2_13_10_2015_eg19.pdf - Date: 2019-12-20
[HTML] QDAP
... Please consult the relevant insurer before you make any decision to apply for or purchase any insurance product. The IRR illustrated assumes that no cash withdrawals or no policy loans are taken throughout the policy term, and all premiums are paid in full when due of the policy...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/qdap_tool.html - Date: 2023-02-23
... insurance practitioners. To this end, we are developing a host of new rules, codes and guidelines for intermediaries that will cover, among other things, fit and proper criteria, requirements for continuing professional development, conduct, business practices, and disciplinary procedures. Currently, Hong...
https://www.ia.org.hk/english/infocenter/files/IA_Annual_Report_2017_18_English.pdf - Date: 2021-12-14
... insurance practitioners. To this end, we are developing a host of new rules, codes and guidelines for intermediaries that will cover, among other things, fit and proper criteria, requirements for continuing professional development, conduct, business practices, and disciplinary procedures. Currently, Hong...
https://www.ia.org.hk/english/infocenter/files/IA_Annual_Report_2017_18_English.pdf - Date: 2022-05-24
... insurance practitioners. To this end, we are developing a host of new rules, codes and guidelines for intermediaries that will cover, among other things, fit and proper criteria, requirements for continuing professional development, conduct, business practices, and disciplinary procedures. Currently, Hong...
https://www.ia.org.hk/english/infocenter/files/IA_Annual_Report_2017_18_English.pdf - Date: 2020-06-23
... guidelines promulgated previously by the Office of the Commissioner of Insurance and now the IA. The Appointed Actuary thus performs a pivotal role in maintaining internal control and risk mitigation functions that accord proper safeguard to the interest of policy holders – a demanding task that calls for...
https://www.ia.org.hk/english/infocenter/files/2018_Asian_Actuarial_Conference.pdf - Date: 2021-12-09
... guidelines promulgated previously by the Office of the Commissioner of Insurance and now the IA. The Appointed Actuary thus performs a pivotal role in maintaining internal control and risk mitigation functions that accord proper safeguard to the interest of policy holders – a demanding task that calls for...
https://www.ia.org.hk/english/infocenter/files/2018_Asian_Actuarial_Conference.pdf - Date: 2021-09-08
... guidelines promulgated previously by the Office of the Commissioner of Insurance and now the IA. The Appointed Actuary thus performs a pivotal role in maintaining internal control and risk mitigation functions that accord proper safeguard to the interest of policy holders – a demanding task that calls for...
https://www.ia.org.hk/english/infocenter/files/2018_Asian_Actuarial_Conference.pdf - Date: 2020-06-12