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... 1,285 533 33,627 759,441 American Family Life American Family Life 31-12-17 - - - - 亞洲保險 Asia Insurance 31-12-17 - - - - 忠意保險 Generali 31-12-17 - - - - 英傑華 Aviva 31-12-17 - - - - 安盛保險(百慕達) AXA China (Bermuda) 31-12-17 1,778 317 110,525 979,978 安盛金融 AXA China (HK) 31-12-17 - - - - AXA Life AXA Life...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L15_2017.pdf - Date: 2019-08-19
...;EC Statistics 2016 Attachment: MV Statistics 2016 7 August 2017 Insurance Intermediaries Quality Assurance Scheme Study Notes for Insurance Intermediaries Qualifying Examination 1 August...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/circulars_on_regulatory_matters_2017.html - Date: 2018-01-12
... GL30 GUIDELINE ON FINANCIAL NEEDS ANALYSIS Insurance Authority Contents Page 1. Introduction……………………………………………….. 1 2. Interpretation……………………………………………… 1 3. Relevant Regulatory Requirements and Status of this Guideline……………………..…………………………… 2 4. Scope of Application……………………………...……… 3 5. Purpose...
https://www.ia.org.hk/english/legislative_framework/files/GL30_English.pdf - Date: 2020-09-24
... GL30 GUIDELINE ON FINANCIAL NEEDS ANALYSIS Insurance Authority Contents Page 1. Introduction……………………………………………….. 1 2. Interpretation……………………………………………… 1 3. Relevant Regulatory Requirements and Status of this Guideline……………………..…………………………… 2 4. Scope of Application……………………………...……… 3 5. Purpose...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Financial_needs.pdf - Date: 2020-06-24
[PDF] GL30.pdf
... GL30 GUIDELINE ON FINANCIAL NEEDS ANALYSIS Insurance Authority Contents Page 1. Introduction……………………………………………….. 1 2. Interpretation……………………………………………… 1 3. Relevant Regulatory Requirements and Status of this Guideline……………………..…………………………… 2 4. Scope of Application……………………………...……… 3 5. Purpose...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL30.pdf - Date: 2019-11-29
... 檔號: MC/CPD/CIR 僅經電郵發送 致: 所有獲授權保險人的行政總裁、持牌保險代理機構及持牌保險經紀公司的負責人 敬啟者: 持續專業培訓規定 2018-2019年度培訓評核期的紀律行動 現謹致函通知,保險業監管局(“保監局”)已於2022年1月8日,對91位持牌個人保險代理就未遵 守由2018年8月1日至2019年7月31日培訓評核期的持續專業培訓規定,採取紀律行動。該評核期 為保監局接手規管持牌保險中介人之前的最後一個培訓評核期,保監局沿用了過往自律規管制 度下適用的準則施加是次紀律處分1。 有關的持牌個人保險代理已被撤銷牌照及禁止在3個月內申請成為持牌保險中介人,直至他們完 成...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/20220110CircularChineseUpload.pdf - Date: 2022-05-31
... (Cap. 615) (“AMLO”)1, 2. The disciplinary action follows an investigation by the IA which discovered the following failures by the Companies, during the period from January 2015 to October 2017: The Companies failed to maintain effective procedures to determine...
https://www.ia.org.hk/english/infocenter/press_releases/20220131.html - Date: 2022-01-31
... Microsoft Word - CIR_20200224 re Submission of AFS (final).docx 24 February 2020 Our Ref: MC/CIR/BKR By email only To: Responsible Officers of all licensed insurance broker companies Dear Sirs, Submission of Audited Financial Statements and Auditor’s Report under Section 73(1) of the Insurance...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_24022020.pdf - Date: 2020-06-15
... Microsoft Word - CIR_20200224 re Submission of AFS (final).docx 24 February 2020 Our Ref: MC/CIR/BKR By email only To: Responsible Officers of all licensed insurance broker companies Dear Sirs, Submission of Audited Financial Statements and Auditor’s Report under Section 73(1) of the Insurance...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_24022020.pdf - Date: 2020-12-21