... 1 Frequently Asked Questions on the Continuing Professional Development (“CPD”) Requirements I. Facilitative Measures: Q1 II. Transitional Arrangements: Q2 – Q5 III. Others: Q6 – Q10 I. FACILITATIVE MEASURES Q1: What facilitative measures has the Insurance Authority (“IA”) taken to assist...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/FAQ_CPD_12.06.2020rev_Eng.pdf -
Date: 2021-05-06
... FAQ_CPD_12.06.2020rev2_Eng 1 Frequently Asked Questions on the Continuing Professional Development (“CPD”) Requirements I. Facilitative Measures: Q1 II. Transitional Arrangements: Q2 – Q5 III. Others: Q6 – Q10 I. FACILITATIVE MEASURES Q1: What facilitative measures has the Insurance Authority (“IA...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/FAQ_CPD_12.06.2020rev_Eng.pdf -
Date: 2022-05-19
... under Designated Fund………………………. 5 6. Approaches for Determination of Provisions…..……….. 6 7. Frequency of Provision Determination………………….. 8 8. Reporting………………………………………………… 8 9. Commencement…………………………………………... 9 1 1. Introduction 1.1. This Guideline is issued pursuant to section 133 of the Insurance...
https://www.ia.org.hk/english/legislative_framework/files/GL7.pdf -
Date: 2020-09-24
... Process to submit an Application for Licence by Individual Applicant ............................. 6 3.1 Licence Application by Individual Account Owner ............................................................ 6 3.2 Verification of Application by the Principal...
https://www.ia.org.hk/english/infocenter/forms/files/Online_Portal_Userguide_individual_Jan_2021.pdf -
Date: 2022-01-06
... b. Renewable/Convertible Term Insurance 2.1.2 Endowment Insurance 2.1.3 Whole Life Insurance 2.2 Non-Traditional Types of Life Insurance 2/6 2.2.1 Universal Life Insurance 2.2.2 Unit-Linked Long Term Insurance 2.3 Annuities and Pensions 2/9 2.3.1 Annuities 2.3.2 Pensions 2.4 Group and Individual...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2016.pdf -
Date: 2019-12-02
... Underwriting Class C Business” (GN15). This GN15 is applicable to all authorized insurers underwriting Class C business, or commonly known as Investment Linked Assurance Scheme (“ILAS”). In early December 2014, the HKFI ILAS Requirements were enhanced accordingly. Whilst the spirit behind it is to ensure fair...
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
.../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
... 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
... licensed insurance intermediaries should ensure the customer understands the relevant implications and associated risks listed in the IFS-PR. Q15 In respect to paragraph 6.1 of the Guideline, can a customer opt-out the requirement on signing an IFS-PR set out in Appendix B to the Guideline? A15 If the...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL27.pdf -
Date: 2020-09-24
... licensed insurance intermediaries should ensure the customer understands the relevant implications and associated risks listed in the IFS-PR. Q15 In respect to paragraph 6.1 of the Guideline, can a customer opt-out the requirement on signing an IFS-PR set out in Appendix B to the Guideline? A15 If the...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL27.pdf -
Date: 2020-12-21