... Code of Practice for the Administration of Insurance Agents 《保險代理管理守則》 Other Codes/Guidelines 其他守則/指引 1. Effecting policy without authority 未經授權為客戶投購保險 5 years 五年 (6th) 71/75 & 49(d) (7th) 74/78 & 58(g) 2. Mishandling of clients’ premium or monies 不當處理客戶保費或款項 5 years 五年 (6th) 71/75 & 49(d) Guidance...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_IARB_Guidelines_on_Disciplinary_Actions_v2_2_6_2015_20190823.pdf -
Date: 2019-12-20
... 5. Mentorship Each trainee will be assigned to a mentor who is a senior member of IA to provide necessary guidance and support. 6. Action Learning Project Trainees will complete an Action Learning Project in the final...
https://www.ia.org.hk/english/aboutus/careers/management_trainee_scheme/scheme_structure.html -
Date: 2024-01-16
... Application for Insurance Agency Licence For Official Use O D N 1st Review 2nd Review C S F Approved † Please tick the appropriate box. Version: September 2019 1 Form A5 Please complete all items in BLOCK LETTERS. All amendments must be signed by Applicant. I. Particulars of Applicant Name in...
https://www.ia.org.hk/english/infocenter/forms/files/Agency_form.pdf -
Date: 2022-01-06
... Application for Insurance Agency Licence For Official Use O D N 1st Review 2nd Review C S F Approved † Please tick the appropriate box. Version: September 2019 1 Form A5 Please complete all items in BLOCK LETTERS. All amendments must be signed by Applicant. I. Particulars of Applicant Name in...
https://www.ia.org.hk/english/infocenter/forms/files/Agency_form.pdf -
Date: 2022-05-31
... Application for Insurance Agency Licence For Official Use O D N 1st Review 2nd Review C S F Approved † Please tick the appropriate box. Version: September 2019 1 Form A5 Please complete all items in BLOCK LETTERS. All amendments must be signed by Applicant. I. Particulars of Applicant Name in...
https://www.ia.org.hk/english/infocenter/forms/files/Agency_form.pdf -
Date: 2020-06-24
... elaborates the ascertainment of variable fee and the payment requirements. ASCERTAINMENT OF VARIABLE FEE Interpretation of “Insurance Liabilities” 4. The term “insurance liabilities” is defined under section 1A of the Regulation. 5. Schedule 3 to Cap. 41 provides detailed requirements on accounts and...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/letter_and_note_to_insurers_20170421.pdf -
Date: 2018-01-12
... .........................................................................................................4 Art. 3 Objective and Scope .........................................................................................5 Art. 4 Principles ...........................................................................................................5 Art. 5 Valid Purpose and Confidentiality...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/iaismmou.pdf -
Date: 2020-09-28
... .........................................................................................................4 Art. 3 Objective and Scope .........................................................................................5 Art. 4 Principles ...........................................................................................................5 Art. 5 Valid Purpose and Confidentiality...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/iaismmou.pdf -
Date: 2021-11-01
... .........................................................................................................4 Art. 3 Objective and Scope .........................................................................................5 Art. 4 Principles ...........................................................................................................5 Art. 5 Valid Purpose and Confidentiality...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/iaismmou.pdf -
Date: 2021-09-01
... .........................................................................................................4 Art. 3 Objective and Scope .........................................................................................5 Art. 4 Principles ...........................................................................................................5 Art. 5 Valid Purpose and Confidentiality...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/iaismmou.pdf -
Date: 2020-06-19