... regular-premium policy to be recommended, or whether the client could afford to set aside a lump sum of liquid assets for the specified term of a single-premium policy. Special attention should be given to clients who are dependent financially on other person or with an unstable income, e.g. dividends/interest of...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/3_CIB_GN4_on_Cond_KYC_Incl_LLT_Ins_v3_18_12_2014_eg19.pdf -
Date: 2019-12-20
... Complaints Panel relies heavily on the expected standards set out in The Code of Conduct for Insurers, with particular reference to “Part III: Claims”. It should be noted, however, that these Study Notes will not make you a fully qualified underwriter or other insurance specialist. It is intended to give a...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2016.docx -
Date: 2019-12-02
... far as good insurance practice is concerned, the Insurance Claims Complaints Panel relies heavily on the expected standards set out in The Code of Conduct for Insurers, with particular reference to “Part III: Claims”. It should be noted, however, that these Study Notes will not make you a fully...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2016.pdf -
Date: 2019-12-02
... Complaints Bureau (‘ICB’) with effect from 16 January 2018. This Update serves to set out the textual updates to the Study Notes for the Long Term Insurance Examination (2017 Edition) to reflect the aforesaid change. Existing Wording Updated Wording Sections They being decided cases of the Insurance Claims...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2017ver_2018update.pdf -
Date: 2019-12-02
... and multiple choice options in the suggested FNA form as set out in the Appendix. Are Insurers allowed to have certain degree of flexibility on the presentation of the questions and the choice of options as suggested in FNA Form? A 7. As a matter of principle, insurers...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_HKFI_FAQ_Initiative_on_FNA_v2_29_1_2016_20190823.pdf -
Date: 2019-12-20
... relevant requirements. Q 7. It is stated that the FNA must include all the questions and multiple choice options in the suggested FNA form as set out in the Appendix. Are Insurers allowed to have certain degree of flexibility on the presentation of the questions and the...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/3_HKFI_FAQ_Initiatives_on_FNA_v3_12_12_2016_20190823.pdf -
Date: 2019-12-20
... concerned, the Insurance Claims Complaints Panel relies heavily on the expected standards set out in The Code of Conduct for Insurers, with particular reference to “Part III: Claims”. It should be noted, however, that these Study Notes will not make you a fully qualified underwriter or other insurance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/11.sn-LT-2017_eng.pdf -
Date: 2019-12-02
... acknowledge that confidential information, including information they receive from each other, may be passed to related government agencies set out in Annex A to this document. 14. An Authority that has received confidential information from the other Authority may subsequently receive a request for that...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/mouosfi.pdf -
Date: 2020-09-28
... acknowledge that confidential information, including information they receive from each other, may be passed to related government agencies set out in Annex A to this document. 14. An Authority that has received confidential information from the other Authority may subsequently receive a request for that...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/mouosfi.pdf -
Date: 2021-11-01
... acknowledge that confidential information, including information they receive from each other, may be passed to related government agencies set out in Annex A to this document. 14. An Authority that has received confidential information from the other Authority may subsequently receive a request for that...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/mouosfi.pdf -
Date: 2021-09-01