... Interpretation Notes 1 [Version 8 on 26 August 2020] Interpretation Notes Guideline on Financial Needs Analysis (GL30) The Insurance Authority (“IA”) issues these Interpretation Notes with the aim of providing further guidance to authorized insurers and licensed insurance intermediaries in respect...

... Interpretation Notes 1 [Version 8 on 26 August 2020] Interpretation Notes Guideline on Financial Needs Analysis (GL30) The Insurance Authority (“IA”) issues these Interpretation Notes with the aim of providing further guidance to authorized insurers and licensed insurance intermediaries in respect...

... single premium immediate fixed annuity and provides guaranteed monthly payment until the death of the annuitant, such representation shall not be taken into account for the purposes of the limit on the number of Principals for whom the person may act or be registered for under clause 21. ” “如屬根據《銀行業條例》（第...

... supervisory requirements adopted under Phase 2 of the TFM. (vii) Insurers and intermediaries should put in place adequate policies and procedures, as well as control and monitoring on transactions where the variation has been adopted. (viii) Insurers and intermediaries should provide staff training as...

... supervisory requirements adopted under Phase 2 of the TFM. (vii) Insurers and intermediaries should put in place adequate policies and procedures, as well as control and monitoring on transactions where the variation has been adopted. (viii) Insurers and intermediaries should provide staff training as...

... Practice 7.1) to disclose to a client with respect to remuneration received from an insurer for arranging an insurance policy with the insurer on behalf of the client1. 3. This Practice Note does not have the force of law and should not be interpreted in a way that would override the provision of any law....

... Practice 7.1) to disclose to a client with respect to remuneration received from an insurer for arranging an insurance policy with the insurer on behalf of the client1. 3. This Practice Note does not have the force of law and should not be interpreted in a way that would override the provision of any law....

... policies must be issued (and with premium duly paid) on or before 31 March 2020. Temporary facilitative measures on the supervisory requirements are therefore introduced to facilitate non-F2F distribution methods for these two particular products as a matter of priority. To ensure the interests of...