... of the client, including the scenario where an existing policyholder requests a top-up. 4.8 Member has the duty to verify all available information, particularly the “Statement of Purpose” section in the Important Facts Statement / Applicant’s Declaration (“IFS/AD”), the FNA and Risk Profile...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_PIBA_Guidance_Note_on_Conducting_Investment_Linked_Business_v1_24_12_2014_eg19.pdf -
Date: 2019-12-20
... Regulatory Regime for Insurance Intermediaries Attachment: Explanatory Note on Licensing Requirements for Employees of Authorized Insurers 8 November 2018 Employees' Compensation Insurance (Direct Business) Statistics for 2017 Motor...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/circulars_on_regulatory_matters_2018.html -
Date: 2018-11-30
... 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...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL28.pdf -
Date: 2020-09-24
... 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...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL28.pdf -
Date: 2020-12-21
... Latest edition of Conduct In Focus looks at claims handling, lessons for Mainland China visitors when buying insurance in Hong Kong, and Chatbots and artificial intelligence in the insurance sector 12 May 2023 The Insurance Authority (IA) published...
https://www.ia.org.hk/english/infocenter/press_releases/20230512.html -
Date: 2023-05-12