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... Guidelines on Conduct Requirements for Registered MPF Intermediaries Registered MPF intermediaries must comply with a set of...
https://www.ia.org.hk/english/supervision/reg_mpf_intermediaries/guidelines_on_conduct_requirements_for_registered_mpf_intermediaries.html - Date: 2020-06-18
... minimise social contact and the risk of virus infection, members of the public are encouraged to make use of the IA’s hotline and online services as much as possible. The operating hours of the IA office and hotline services are set out on the IA website. Ends ...
https://www.ia.org.hk/english/infocenter/press_releases/20200501.html - Date: 2020-05-01
... package”). We are writing to enlist your continuous support in completing and submitting data as set out in the MA package, which forms an important part of QIS 2. Matching adjustment is an alternative discounting approach that reflects the assets held by individual companies based on their policies for...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/cir_20180813_2.pdf - Date: 2018-11-30
..., disability, or long-term care cover). The insurance products that you can purchase online on your own are mainly protection-oriented, short term, or have a simple product structure, including the following: 1 The insurance industry is actively developing insurance technology (InsurTech) and exploring various...
https://www.ia.org.hk/english/infocenter/files/Digital_onboarding_1_en.pdf - Date: 2022-05-24
... insurance agency which appoints a licensed technical representative (agent); and (d) A licensed insurance broker company which appoints a licensed technical representative (broker). 1.4 A failure to comply with any CPD requirements set out in this Guideline by a person listed above may adversely affect the...
https://www.ia.org.hk/english/legislative_framework/files/Eng_GL24_CPD.pdf - Date: 2020-09-24
... insurance agency which appoints a licensed technical representative (agent); and (d) A licensed insurance broker company which appoints a licensed technical representative (broker). 1.4 A failure to comply with any CPD requirements set out in this Guideline by a person listed above may adversely affect the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GuidelineonContinuingProfessionalDevelopmentforLicensedInsuranceIntermediaries.pdf - Date: 2020-06-24
... insurance agency which appoints a licensed technical representative (agent); and (d) A licensed insurance broker company which appoints a licensed technical representative (broker). 1.4 A failure to comply with any CPD requirements set out in this Guideline by a person listed above may adversely affect the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GuidelineonContinuingProfessionalDevelopmentforLicensedInsuranceIntermediaries_Brokers.pdf - Date: 2020-06-24
... insurance agency which appoints a licensed technical representative (agent); and (d) A licensed insurance broker company which appoints a licensed technical representative (broker). 1.4 A failure to comply with any CPD requirements set out in this Guideline by a person listed above may adversely affect the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Eng_GL24_CPD.pdf - Date: 2019-09-10
... insurance agencies and licensed insurance broker companies be changed. Currently (i.e. prior to the promulgation of the proposed F&P Guideline), the minimum education standard for individual licensees is set at completion of Form 5 (i.e. no additional education requirement is required in respect of a...
https://www.ia.org.hk/english/infocenter/files/Conclusions_Paper_Eng_final.pdf - Date: 2019-09-03