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11.sn-LT-2017_eng.pdf
... Term Insurance 2.1.2 Endowment Insurance 2.1.3 Whole Life Insurance 2.2 Non-Traditional Types of Life Insurance 2/6 2.2.1 Universal Life Insurance 2.2.2 Unit-Linked Long Term Insurance 2.3 Annuities and Pensions 2/9 2.3.1 Annuities 2.3.2 Pensions 2.4 Group and Individual Insurance Plans 2/10 iii 3....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/11.sn-LT-2017_eng.pdf -
Date: 2019-12-02
.../Increasing Term Insurance b. Renewable/Convertible Term Insurance 2.1.2 Endowment Insurance 2.1.3 Whole Life Insurance 2.2 Non-Traditional Types of Life Insurance 2/6 2.2.1 Universal Life Insurance 2.2.2 Unit-Linked Long Term Insurance 2.3 Annuities and Pensions 2/9 2.3.1 Annuities 2.3.2 Pensions 2.4 Group...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2017ver_2018update.pdf -
Date: 2019-12-02
... with ILAS products. The same rationale applies to the restriction on Member Companies’ offering a gift (other than a discount of fees or charges) to promote a specific Insurance Investment Product. This Guidance Note should be read in that light. 6. What types of...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_HKFI_GN_Gifts_Promo_and_Incentives_v1_1_2012_20190823.pdf -
Date: 2019-12-20
[PDF]
Circular_05082020.pdf
... should be kept for at least 12 months if the completed FNA forms would be kept for future use within the 12-month validity period as permitted under 6.9 of GL30. 3 香港黃竹坑香葉道41號19樓 19/F, 41 Heung Yip Road, Wong Chuk Hang, Hong Kong 電話 Tel: (852) 3899 9983 電郵 E-mail: [email protected] 傳真 Fax: (852) 3899...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_05082020.pdf -
Date: 2020-12-21
[PDF]
Form_N1.pdf
...: Reasion for Termination 2: Yes 3: Off No 3: Off Yes 4: Off No 4: Off 6: Off 7: Off 8: Off 9: Off 10: Off 11: Off 12: Off 13: Off 14: Off 15: Off 16: Off 17: Off 18: Off 19: Off 20: Off 21: Off 22: Off 23: Off 24: Off 25: Off 26: Off 27: Off 28: Off 29: Off Name 1: Insurance Intermediary Licence No 5...
https://www.ia.org.hk/english/infocenter/forms/files/Form_N1.pdf -
Date: 2022-01-06