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P3_SN_eng_2016.pdf
... Cooling-Off Period 5.2.5 Policy Switching 5.2.6 Sales Illustrations for Linked and Non-Linked Policies a. Linked Policy Illustration Document b. Standard Illustration for Universal Life (Non- Linked) Policies c. Standard Illustration for Participating Policies 5.2.7 Distributions of Policy Dividends a. Basic...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2016.pdf -
Date: 2019-12-02
... Quality Client Service 5.2.4 Cooling-Off Period 5.2.5 Policy Switching 5.2.6 Sales Illustrations for Linked and Non-Linked Policies a. Linked Policy Illustration Document b. Standard Illustration for Universal Life (Non- Linked) Policies c. Standard Illustration for Participating Policies 5.2.7...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2017ver_2018update.pdf -
Date: 2019-12-02
[PDF]
Circular_04032022.pdf
.../Circular_27032020.pdf 2 implementing the compensating measures of providing upfront disclosure at the point-of-sale and an extended cooling-off period of no less than 30 calendar days in lieu of an FNA assessment. For the avoidance of doubt, for those transactions of in-scope TFM products, the relevant requirements...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_04032022.pdf -
Date: 2022-05-31
... Phase 2 of the temporary facilitative measures to tackle the outbreak of COVID-19 1 September 2020 Circular providing Interpretation Notes relating to the Guideline on Cooling-off Period (GL29) Attachment: Interpretation Notes...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/circulars_on_regulatory_matters_2020.html -
Date: 2020-12-21
...)、Guideline on Cooling-off Period (GL29) and Guideline on Financial Needs Analysis (GL30), as well as the Code of Conduct for Licensed Insurance Agents and Code of Conduct for Licensed Insurance Brokers. The Insurance Authority (IA) and the Hong Kong Monetary Authority (HKMA) conducted a joint...
https://www.ia.org.hk/english/premium_financing/supervisory_standards_and_requirements.html -
Date: 2024-01-18
... unsuitable advice on insurance matters; ☐ Failing to explain the cooling-off period to policyholders or failing to deliver the cooling-off notice or insurance policy to the policyholder within the required timeframe or cooling-off period; ☐ Failing to conduct a proper financial needs analysis in relation to...
https://www.ia.org.hk/english/aboutus/files/Editable_Complaint_Form_Eng_2022Jan.pdf -
Date: 2022-01-01