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⏭... and indicates in the IFS that the purpose is also for life protection as in (b) above, it is acceptable that the client selects Option A of the “Suitability Declaration”. IMPORTANT FACTS STATEMENT (“IFS”) Q6: Is an embedded feature of the policy such as indexation interpreted as a “top up” and...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1.FAQ_on_Updated_Requirements_Relating_to_Sale_of_ILAS.pdf -
Date: 2019-12-20
[PDF]
Circular_27052020.pdf
... 27 May 2020 Our Ref: INS/TEC/13/18 Sub-file I By email only To: Chief Executives of authorized insurers carrying on general insurance business Dear Sirs, Guideline on Actuarial Review of Insurance Liabilities in respect of Employees’ Compensation and Motor Insurance Businesses (GL9) Paragraph 6...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_27052020.pdf -
Date: 2020-06-15
[PDF]
Circular_27052020.pdf
... 27 May 2020 Our Ref: INS/TEC/13/18 Sub-file I By email only To: Chief Executives of authorized insurers carrying on general insurance business Dear Sirs, Guideline on Actuarial Review of Insurance Liabilities in respect of Employees’ Compensation and Motor Insurance Businesses (GL9) Paragraph 6...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_27052020.pdf -
Date: 2020-12-21
[PDF]
cir_20180813_2.pdf
... 13 August 2018 Our Ref: INS/TEC/6/20/6 By email only To : Chief Executives of authorized insurers carrying on long term insurance business enlisted to participate in QIS 2 Dear Sirs, Matching Adjustment for the Second Quantitative Impact Study (QIS 2) for the Development of the Risk-based Capital...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/cir_20180813_2.pdf -
Date: 2018-11-30
...法 ..................................................................... 8 第 3 章 打擊洗錢及恐怖分子資金籌集制度 .............................. 12 第 4 章 客戶盡職審查 ................................................................... 17 第 5 章 持續監察 ........................................................................... 50 第 6 章 恐怖分子資金籌集、金融制裁及武器擴散 資金籌集...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/20190913_1_Appendix_B.pdf -
Date: 2019-12-24
...通訊" 6 December 2023 IA-HKMA joint inspection exercise on premium financing 30 November 2023 Insurance (Financial and Other Requirements for Licensed Insurance Broker Companies) Rules (Cap. 41L) Savings and...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/circulars_on_regulatory_matters_2023.html -
Date: 2023-12-29
... policy, adjustment of premium, underwriting decision, or matters related to the management of the insurer, etc.) Representation of Information 18% Claims 15% Conduct 29% Business or Operations 18% Services 15% Insurance Intermediary against Insurer 4% Others 1% (a) (f) Total: 1,292 (b) (c) (d) (e) (e...
https://www.ia.org.hk/english/infocenter/statistics/files/Summary_Complaints_received_by_IA_20190401_20200331_Eng.pdf -
Date: 2020-09-28
.../hindi-english/%E0%A4%AF%E0%A5%8B%E0%A4%9C%E0%A4%A8%E0%A4%BE%E0%A4%AC%E0%A4%A6%E0%A5%8D%E0%A4%A7/%E0%A4%AF%E0%A5%8B%E0%A4%9C%E0%A4%A8%E0%A4%BE%E0%A4%AC%E0%A4%A6%E0%A5%8D%E0%A4%A7-meaning-in-english 2 B....
https://www.ia.org.hk/english/aboutus/files/IA_EM_checklist-e-fair_Hindi.pdf -
Date: 2021-11-01
[PDF]
cir_aml_20180126.pdf
... United Nations Sanctions (Mali) Regulation 26 January 2018 Our Ref: INS/TEC/6/45 To : Chief Executives of all authorized insurers Dear Sirs, United Nations Sanctions (Mali) Regulation We are writing to inform you that the United Nations Sanctions (Mali) Regulation (“the Mali Regulation”) has been...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/cir_aml_20180126.pdf -
Date: 2019-02-01
... Refund The refund of premium previously paid by a customer falls within the definition of premium rebate as described in Paragraph 2.1(g)(i) of the Guideline. It can be offered and paid to the customer in relation to long term insurance products if it complies with the criteria specified in Paragraph 6...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL25.pdf -
Date: 2020-09-24