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⏭... published in the sixth issue of Conduct in Focus (December 2022), listing out top 10 principals with the highest percentage of CPD non-compliances across their appointed individual licensees for the Assessment Period 2021/22. ...
https://www.ia.org.hk/english/infocenter/press_releases/20231220_1.html -
Date: 2023-12-20
... Microsoft Word - GN3DeliveryofPolicy _revised on 29Jan10_ CIB-GN(3) (Issued on 23 April 2007) (Revised on 29 January 2010) Guidance Note on Proper Delivery of Long Term Insurance Policy According to Membership Regulation 3.5, the General Committee is issuing this Guidance Note on proper delivery...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN3_GN_on_Proper_Delivery_of_LT_Policy_29_1_2010_eg19.pdf -
Date: 2019-12-20
[PDF]
cir_aml_20170707_2.pdf
..., include – (a) relaxing the threshold of defining beneficial ownership from the current “not less than 10%” to “more than 25%”, having regard to the prevailing FATF standard and international practice; (b) introducing flexibility to measures permitted to be taken for verifying a customer’s identity, in the...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/cir_aml_20170707_2.pdf -
Date: 2018-01-15
... -12.0% Total (exclude Retirement Scheme) 一般業務 General Business 毛保費 淨保費 Gross Premiums Net Premiums 業務類別 2017 2016 2017 2016 Class of Business 一月至九月 Jan-Sep 一月至九月 Jan-Sep 變動 一月至九月 Jan-Sep 一月至九月 Jan-Sep 變動 (百萬元)($m) (百萬元)($m) Change (百萬元)($m) (百萬元)($m) Change 意外及健康 12,438 11,259 10.5% 9,666 8,824 9.5...
https://www.ia.org.hk/english/infocenter/press_releases/files/Summary_on_2017_3Q_provisional_statistics.pdf -
Date: 2021-09-03
...’s response to such feedback and the conclusions drawn. 9. The final form of the Rules is set out in Annex A. Changes from the draft Rules included in the consultation paper are shown in the marked up version in Annex B for reference. 10. Following the issuance of this paper, the IA will submit the...
https://www.ia.org.hk/english/infocenter/files/Broker_Rules_Conclusions_Eng.pdf -
Date: 2019-09-03
...’s response to such feedback and the conclusions drawn. 9. The final form of the Rules is set out in Annex A. Changes from the draft Rules included in the consultation paper are shown in the marked up version in Annex B for reference. 10. Following the issuance of this paper, the IA will submit the...
https://www.ia.org.hk/english/infocenter/files/final_Broker_Rules_Conclusions_Eng.pdf -
Date: 2019-09-03
...’s response to such feedback and the conclusions drawn. 9. The final form of the Rules is set out in Annex A. Changes from the draft Rules included in the consultation paper are shown in the marked up version in Annex B for reference. 10. Following the issuance of this paper, the IA will submit the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Broker_Rules_Conclusions_Eng.pdf -
Date: 2019-09-10
...’s response to such feedback and the conclusions drawn. 9. The final form of the Rules is set out in Annex A. Changes from the draft Rules included in the consultation paper are shown in the marked up version in Annex B for reference. 10. Following the issuance of this paper, the IA will submit the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/final_Broker_Rules_Conclusions_Eng.pdf -
Date: 2019-09-10
[PDF]
GL1.pdf
... case of a company carrying on or intending to carry on general business only, the aggregate of the amount of its liabilities and the relevant amount within the meaning of section 10; (ii) in the case of a company carrying on or intending to carry on long term business only, the greater of the following...
https://www.ia.org.hk/english/supervision/reg_insurers_lloyd/files/GL1.pdf -
Date: 2020-09-07
[DOCX]
form-iaib6.docx
.../FFA) (Note 5) 8) Fellow of the Institute of Actuaries of Australia (FIAA) 9) Fellow of the Society of Actuaries of the United States of America (FSA) 10) Chartered Financial Consultant (ChFC) 11) Certified Financial Planner (CFP) 12) Person passed the Foundation Programme Examination of the...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib6.docx -
Date: 2022-01-06