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⏭... 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
... policyholder has completed the “Risk Profile Questionnaire” and must provide the minimum protection stipulated in the guidelines. * Guideline on Underwriting Class C Business (GL 15) and Guideline on Underwriting Long Term Insurance Business (other than Class C Business) (GL 16). Protection of the...
https://www.ia.org.hk/english/infocenter/files/Understanding_Life_Insurance_Eng.pdf -
Date: 2022-05-24
... United Nations Sanctions (Democratic People’s Republic of Korea) (Amendment) Regulation 2018 L.N. 122 of 2018 20 June 2018 United Nations (Anti-Terrorism Measures) Ordinance G.N.(E.)30 of 2018 15 June 2018...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/circulars_on_anti-money_laundering_matters_2018.html -
Date: 2019-02-01
[PDF]
GL10.pdf
... or advice should be sought for an assessment 6 As a best practice, the chief risk officer should not report to the chief financial officer, or vice versa. 15 of the risks in the underwriting process. The premiums should also be set at a level that corresponds with the level of risks underwritten. 7.6...
https://www.ia.org.hk/english/supervision/reg_insurers_lloyd/files/GL10.pdf -
Date: 2020-09-07
[PDF]
GL10.pdf
... or advice should be sought for an assessment 6 As a best practice, the chief risk officer should not report to the chief financial officer, or vice versa. 15 of the risks in the underwriting process. The premiums should also be set at a level that corresponds with the level of risks underwritten. 7.6...
https://www.ia.org.hk/english/legislative_framework/files/GL10.pdf -
Date: 2020-09-24
... surrender charges - for business introduced by insurance agents) 5. Appendix C2: Important Facts Statement and the Applicant’s Declarations (Simple charge structure version for upfront and surrender charges - for business introduced by insurance agents) 6. Appendix D1: Post-sale Call Content for Vulnerable...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/3_HKFI_ILAS_Requirements_v3_22_4_2013_20190823.pdf -
Date: 2019-12-20
... with ILAS products. The same rationale applies to the restriction on Member Companies’ offering a gift (other than a discount of fees or charges) to promote a specific Insurance Investment Product. This Guidance Note should be read in that light. 6. What types of...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_HKFI_GN_Gifts_Promo_and_Incentives_v1_1_2012_20190823.pdf -
Date: 2019-12-20