... Competence Best Interest of Clients Fair Treatment of Clients Safeguarding Client Assets Information Disclosure Suitability Current Preparatory Work Close Liaison with SROs Work closely with HKFI/IARB, CIB and PIBA on transitional matters to ensure smooth implementation of the new regime. SROs’ transfer of...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_New_Regulatory_Landscape_for_Insurance_Intermediaries.pdf -
Date: 2021-12-09
... decisions on the RBC regime. 6 Pillar 1 – Quantitative Requirements Economic Balance Sheet Eligible Assets Surplus Total Available Capital Required Capital Margin Over Current Estimate (MOCE) (or Risk Margin) Technical Provision Assets Best Estimate (or Current Estimate) Other Liabilities MCR Liabilities...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_RBC_Regime_and_Insurtech.pdf -
Date: 2021-12-09
... definitely require robust risk management processes which include taking up appropriate insurance coverage to protect their investments and manage their risks. The Hong Kong insurance industry is best position to provide professional risk management services and effective insurance coverage for them. The...
https://www.ia.org.hk/english/infocenter/files/The_1st_Belt_and_Road_International_Financial_Cooperation_Summit.pdf -
Date: 2021-12-09
... its holding companiesNote has an Insurer Financial Strength Rating of AA- or above by Standard & Poor’s, Aa3 or above by Moody’s or A+ or above by A. M. Best or equivalent rating; or (c) the particular reinsurer or any one of its holding companies is otherwise considered by the IA as having a status...
https://www.ia.org.hk/english/legislative_framework/files/GL12.pdf -
Date: 2020-09-24
... Competence Best Interest of Clients Fair Treatment of Clients Safeguarding Client Assets Information Disclosure Suitability Current Preparatory Work Close Liaison with SROs Work closely with HKFI/IARB, CIB and PIBA on transitional matters to ensure smooth implementation of the new regime. SROs’ transfer of...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_New_Regulatory_Landscape_for_Insurance_Intermediaries.pdf -
Date: 2021-09-08
... decisions on the RBC regime. 6 Pillar 1 – Quantitative Requirements Economic Balance Sheet Eligible Assets Surplus Total Available Capital Required Capital Margin Over Current Estimate (MOCE) (or Risk Margin) Technical Provision Assets Best Estimate (or Current Estimate) Other Liabilities MCR Liabilities...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_RBC_Regime_and_Insurtech.pdf -
Date: 2021-09-08
... definitely require robust risk management processes which include taking up appropriate insurance coverage to protect their investments and manage their risks. The Hong Kong insurance industry is best position to provide professional risk management services and effective insurance coverage for them. The...
https://www.ia.org.hk/english/infocenter/files/The_1st_Belt_and_Road_International_Financial_Cooperation_Summit.pdf -
Date: 2021-09-08
... payment period is not necessarily the best choice. Step 5: Would you like to receive the annuity income in a “fixed period” or “whole life”? currency...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/qdap_tool.html -
Date: 2023-02-23
... Competence Best Interest of Clients Fair Treatment of Clients Safeguarding Client Assets Information Disclosure Suitability Current Preparatory Work Close Liaison with SROs Work closely with HKFI/IARB, CIB and PIBA on transitional matters to ensure smooth implementation of the new regime. SROs’ transfer of...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_New_Regulatory_Landscape_for_Insurance_Intermediaries.pdf -
Date: 2020-06-12
... decisions on the RBC regime. 6 Pillar 1 – Quantitative Requirements Economic Balance Sheet Eligible Assets Surplus Total Available Capital Required Capital Margin Over Current Estimate (MOCE) (or Risk Margin) Technical Provision Assets Best Estimate (or Current Estimate) Other Liabilities MCR Liabilities...
https://www.ia.org.hk/english/infocenter/files/Insurance_Summit_RBC_Regime_and_Insurtech.pdf -
Date: 2020-06-12