... b. Renewable/Convertible Term Insurance 2.1.2 Endowment Insurance 2.1.3 Whole Life Insurance 2.2 Non-Traditional Types of Life Insurance 2/6 2.2.1 Universal Life Insurance 2.2.2 Unit-Linked Long Term Insurance 2.3 Annuities and Pensions 2/9 2.3.1 Annuities 2.3.2 Pensions 2.4 Group and Individual...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2016.pdf -
Date: 2019-12-02
... Agents 2.2.4 Duties Owed by Agent to Principal 2.2.5 Duties Owed by Principal to Agent 2.2.6 Termination of Agency 3. PRINCIPLES OF INSURANCE 3/1 3.1 Insurable Interest 3/1 3.1.1 Definition 3.1.2 Importance of Insurable Interest 3.1.3 Its Essential Criteria 3.1.4 How It Arises 3.1.5 When Is It Needed...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-tia-2014.pdf -
Date: 2019-12-02
... Refund The refund of premium previously paid by a customer falls within the definition of premium rebate as described in Paragraph 2.1(g)(i) of the Guideline. It can be offered and paid to the customer in relation to long term insurance products if it complies with the criteria specified in Paragraph 6...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL25.pdf -
Date: 2020-09-24
... Refund The refund of premium previously paid by a customer falls within the definition of premium rebate as described in Paragraph 2.1(g)(i) of the Guideline. It can be offered and paid to the customer in relation to long term insurance products if it complies with the criteria specified in Paragraph 6...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL25.pdf -
Date: 2020-12-21
... exchange rate risk) should be clearly disclosed to potential policyholders in the Product Brochure (“PB”). Exchange rates should be adopted in a consistent manner, by following the rates published on the website of the Inland Revenue Department (“IRD”). (6) No lapse gain: As far as possible, surrender...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2017ver_2018_19update_file8.pdf -
Date: 2019-12-02
... .......................................................................................... 3 3. Status of this Guideline and its application ........................................... 5 4. Cybersecurity strategy and framework .................................................. 6 5. Governance ............................................................................................ 7 6...
https://www.ia.org.hk/english/legislative_framework/files/Guideline_on_Cybersecurity_English.pdf -
Date: 2020-09-24
... .......................................................................................... 3 3. Status of this Guideline and its application ........................................... 5 4. Cybersecurity strategy and framework .................................................. 6 5. Governance ............................................................................................ 7 6...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Guideline_on_Cybersecurity_English.pdf -
Date: 2019-11-29
... 553,772 0 7,146 類別 C 總額 Total of Class C 47,459 18,678 21,738,753 9,162,043 20,891,999 1,011,060 D 永久健康 Permanent health 0 6,341 0 21,997 E 聯合養老保險 Tontines 0 0 0 0 F 資本贖回 Capital redemption 0 0 0 0 總額 Total 74,578 724,136 84,919,800 313,199,030 66,698,711 55,463,753 香港長期保險業務的臨時統計數字 Provisional...
https://www.ia.org.hk/english/infocenter/statistics/files/3q21long.pdf -
Date: 2022-03-11
... Process to submit an Application for Licence by Individual Applicant ............................. 6 3.1 Licence Application by Individual Account Owner ............................................................ 6 3.2 Verification of Application by the Principal...
https://www.ia.org.hk/english/infocenter/forms/files/Online_Portal_Userguide_individual_Jan_2021.pdf -
Date: 2022-01-06