... frequency of suitability mismatch, or having high rate of unsuccessful post sale confirmation calls etc. Q 6. Intermediaries are required to take into account the customers’ total protection needs, total disposable assets, financial outgoings and liabilities etc before making recommendation. How detailed...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_HKFI_FAQ_Initiative_on_FNA_v1_13_11_2015_20190823.pdf -
Date: 2019-12-20
.../hindi-english/%E0%A4%AF%E0%A5%8B%E0%A4%9C%E0%A4%A8%E0%A4%BE%E0%A4%AC%E0%A4%A6%E0%A5%8D%E0%A4%A7/%E0%A4%AF%E0%A5%8B%E0%A4%9C%E0%A4%A8%E0%A4%BE%E0%A4%AC%E0%A4%A6%E0%A5%8D%E0%A4%A7-meaning-in-english 2 B....
https://www.ia.org.hk/english/aboutus/files/IA_EM_checklist-e-fair_Hindi.pdf -
Date: 2021-11-01
..., in 2016, the total gross premiums increased by over 20% while the growth rate in the first half of 2017 was 14% over the corresponding period in 2016. While the increase may be partly explained by the increase in Mainland visitors buying insurance policies in Hong Kong, there are also rising domestic...
https://www.ia.org.hk/english/infocenter/files/FT_Asia_Insurance_Summit_on_19.10.2017_Keynote_Address_final.pdf -
Date: 2021-12-09
..., in 2016, the total gross premiums increased by over 20% while the growth rate in the first half of 2017 was 14% over the corresponding period in 2016. While the increase may be partly explained by the increase in Mainland visitors buying insurance policies in Hong Kong, there are also rising domestic...
https://www.ia.org.hk/english/infocenter/files/FT_Asia_Insurance_Summit_on_19.10.2017_Keynote_Address_final.pdf -
Date: 2021-09-08
..., in 2016, the total gross premiums increased by over 20% while the growth rate in the first half of 2017 was 14% over the corresponding period in 2016. While the increase may be partly explained by the increase in Mainland visitors buying insurance policies in Hong Kong, there are also rising domestic...
https://www.ia.org.hk/english/infocenter/files/FT_Asia_Insurance_Summit_on_19.10.2017_Keynote_Address_final.pdf -
Date: 2020-06-12
... earned through CPD activities delivered via virtual classroom platforms. Any CPD hours earned during an Assessment Period in excess of the total number of minimum CPD hours required cannot be carried forward to the next Assessment Period. Individual licensees are...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/cpd.html -
Date: 2024-01-23
.../1 4.3 Grace Period 4/3 4.4 Beneficiary Designation 4/4 4.5 Nonforfeiture Benefits 4/5 4.6 Policy Loan 4/6 4.7 Reinstatement 4/6 4.8 Misstatement of Age or Sex 4/7 4.9 Assignment 4/8 4.10 Dividend Options 4/9 4.11 Settlement Options 4/10 4.12 Suicide Exclusion 4/10 iv 5. LIFE INSURANCE PROCEDURES 5/1...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/11.sn-LT-2017_eng.pdf -
Date: 2019-12-02
... Incontestability Provision 4/1 4.3 Grace Period 4/4 4.4 Beneficiary Designation 4/4 4.5 Nonforfeiture Benefits 4/5 4.6 Policy Loan 4/6 4.7 Reinstatement 4/7 4.8 Misstatement of Age or Sex 4/7 4.9 Assignment 4/8 4.10 Dividend Options 4/9 4.11 Settlement Options 4/10 4.12 Suicide Exclusion 4/10 iv 5. LIFE INSURANCE...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2016.pdf -
Date: 2019-12-02
... Provision 4/1 4.2 Incontestability Provision 4/1 4.3 Grace Period 4/3 4.4 Beneficiary Designation 4/4 4.5 Nonforfeiture Benefits 4/5 4.6 Policy Loan 4/6 4.7 Reinstatement 4/6 4.8 Misstatement of Age or Sex 4/7 4.9 Assignment 4/8 4.10 Dividend Options 4/9 4.11 Settlement Options 4/10 4.12 Suicide Exclusion 4...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2017ver_2018update.pdf -
Date: 2019-12-02
... particulars: E. Other Information 1. Name of 5 major insurers to whom the applicant places his client's business and the respective shares of brokerage income derived from these insurers: % of Total Name of Insurers Brokerage Income 1. 2. 3. 4. 5. 8 2. Names and addresses of the applicant's principal bankers...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib3.pdf -
Date: 2022-01-06