... has put in place, before accepting the application. Reference should also be made to Guideline on Financial Needs Analysis (GL30) for requirements on mismatch situations. Q 19 Paragraph 8.3 of the Guideline specifies that authorized insurers, licensed insurance agencies and licensed insurance broker...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes.pdf -
Date: 2020-09-24
... has put in place, before accepting the application. Reference should also be made to Guideline on Financial Needs Analysis (GL30) for requirements on mismatch situations. Q 19 Paragraph 8.3 of the Guideline specifies that authorized insurers, licensed insurance agencies and licensed insurance broker...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GL_26_Interpretation_Notes_Eng.pdf -
Date: 2020-06-24
... has put in place, before accepting the application. Reference should also be made to Guideline on Financial Needs Analysis (GL30) for requirements on mismatch situations. Q 19 Paragraph 8.3 of the Guideline specifies that authorized insurers, licensed insurance agencies and licensed insurance broker...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes.pdf -
Date: 2019-11-29
... GL30, which took effect on 1 April 2021 after the expiry of the transitional period. 2 Generally speaking, in a PF arrangement, the customer would only pay a small portion of premiums not funded by the PF facility (e.g. 10%). This is referred to as the “out-of-pocket” premium portion. 3 Under these...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Annex_30092021.pdf -
Date: 2021-12-10
... customers have taken up the top-up option. Q2 Referring to paragraph 4.2 of the Guideline, please clarify if there is any minimum requirement to classify a product as having refundable feature. For example, does a product refunding 30% (or even smaller) of total premium paid fall into the scope? 2 A2...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL28.pdf -
Date: 2020-09-24
... 359.5 428.5 43,641.5 45,983.1 45,534.6 48,257.0 53,100.8 30,165.3 32,089.0 31,489.7 33,075.9 34,733.4 毛保費 Gross Premiums 淨保費 Net Premiums 2014 2015 2016 2017 2018 2014 2015 2016 2017 2018 百萬元 $m 百萬元 $m 百萬元 $m 百萬元 $m 百萬元 $m 百萬元 $m 百萬元 $m 百萬元 $m 百萬元 $m 百萬元 $m 11,009.9 12,863.6 13,022.0 14,395.2 15,761.3 8...
https://www.ia.org.hk/english/infocenter/statistics/files/T_G5_2018.pdf -
Date: 2019-11-04
... customers have taken up the top-up option. Q2 Referring to paragraph 4.2 of the Guideline, please clarify if there is any minimum requirement to classify a product as having refundable feature. For example, does a product refunding 30% (or even smaller) of total premium paid fall into the scope? 2 A2...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL28.pdf -
Date: 2020-12-21
... Company and contract law 29. Principles and practice of insurance 10. Economics 30. Property and pecuniary insurance 11. Engineering insurance 31. Provident fund (mandatory) and retirement schemes 12. Financial planning 32. Quantitative methods 13. General insurance 33. Reinsurance 14. Human resources...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_IARB_20140624_Updated_CPD_Info_Sheet_20190823.pdf -
Date: 2019-12-20
... and contract law 29. Principles and practice of insurance 10. Economics 30. Property and pecuniary insurance 11. Engineering insurance 31. Provident fund (mandatory) and retirement schemes 12. Financial planning 32. Quantitative methods 13. General insurance 33. Reinsurance 14. Human resources...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_IARB_20141203_Updated_CPD_Info_Sheet_20190823.pdf -
Date: 2019-12-20
... Principles and practice of insurance 10. Economics 30. Property and pecuniary insurance 11. Engineering insurance 31. Provident fund (mandatory) and retirement schemes 12. Financial planning 32. Quantitative methods 13. General insurance 33. Reinsurance 14. Human resources management 34. Risk management 15....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/cpd_info_sheet.pdf -
Date: 2019-12-02