... obligation to collect adequate information to place themselves in a position whereby they can perform reasonable assessments before making any insurance recommendation. 6.5 A template is set out at Appendix to illustrate the information that should normally be collected during the FNA process. Authorized...

... obligation to collect adequate information to place themselves in a position whereby they can perform reasonable assessments before making any insurance recommendation. 6.5 A template is set out at Appendix to illustrate the information that should normally be collected during the FNA process. Authorized...

... obligation to collect adequate information to place themselves in a position whereby they can perform reasonable assessments before making any insurance recommendation. 6.5 A template is set out at Appendix to illustrate the information that should normally be collected during the FNA process. Authorized...

... the customization complies with all the requirements set out in paragraphs 7.1-7.4 of the Guideline. Q8 Referring to paragraph 7.2 of the Guideline, please provide some examples of information not to be “relevant” and “value to customers”, which depend on customer’s judgment. This may discourage...

... the customization complies with all the requirements set out in paragraphs 7.1-7.4 of the Guideline. Q8 Referring to paragraph 7.2 of the Guideline, please provide some examples of information not to be “relevant” and “value to customers”, which depend on customer’s judgment. This may discourage...

... the licensing requirements under the Ordinance have the benefit of these views, the IA has decided to issue this additional Explanatory Note (“Note”). A.4 In section B of this Note we set out the IA’s general approach in considering the issue of whether or not a person is required to obtain a licence...

... the licensing requirements under the Ordinance have the benefit of these views, the IA has decided to issue this additional Explanatory Note (“Note”). A.4 In section B of this Note we set out the IA’s general approach in considering the issue of whether or not a person is required to obtain a licence...

... (“CPD”) Requirements CPD Compliance Reporting for the Assessment Period 2021/2022 Detailed instructions for reporting by individual licensees and appointing principals to the Insurance Authority (“IA”) Further to our circular dated 28 January 2022, we write to set out the CPD compliance reporting...