... 10 15 20 25 30 At age 65 (5-year interval) At age 100 Explanation on above illustration: Please refer to the Explanation Notes Section. 2 Name of Applicant: _______________Signature: _______________________Date: _______________________ 3b. Basic Plan Illustration (Optional) The table below...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/6.Standard_Illustration_for_Universal_Life_Non-Linked_Policies.pdf -
Date: 2019-12-20
... 62 self-reported cases from insurers / intermediary firms in 2021 versus 60 in 2020, which are not included in the above statistics, which only include complaints made directly by members of the public to the IA. 1 January 2021 to 31 December 2021 vs prior year. From 1st January to 31st December 2021...
https://www.ia.org.hk/english/infocenter/files/Conduct_in_Focus_Mar_issue_EN.pdf -
Date: 2022-05-24
... Insurance Ordinance (Cap. 41) publishing the revised Guideline on Underwriting Long Term Insurance Business (other than Class C Business) (Guideline 16) 30 June 2022 G.N. 3288 of 2022 Notice under section 133(1) of the Insurance Ordinance (Cap....
https://www.ia.org.hk/english/legislative_framework/overview/gazette_notices.html -
Date: 2023-11-01
... 31-12-19 - - - - 安盛財富管理(香港) AXA Wealth Mgt (HK) 31-12-19 30,084 527,728 5,675 6,592,359 東亞人壽 BEA Life 31-12-19 8 318 - 3,069 藍十字 Blue Cross 31-12-19 - - - - 微藍 Blue 31-12-19 15,718 724,063 - 3,267,339 中銀人壽 BOC LIFE 31-12-19 1,285 74,779 - 420,266 保泰人壽 Bowtie Life 31-12-19 - - - - Canada Life Assurance...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L9_2019.pdf -
Date: 2020-09-30
... are writing to inform you of the following developments: (1) High-Risk Jurisdictions subject to a Call for Action As the FATF decided on a general pause in the review process for this list in April 2020 in response to the COVID-19 crisis, the FATF has issued a statement on 30 June 20202 advising its...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/Cirdd1472020.pdf -
Date: 2020-11-13
... intermediaries to make upfront disclosure at the point of sale and requiring an extended cooling-off period of no less than 30 calendar days for policyholders to seek professional advice if necessary. 2. Promoting virtual onboarding The IA encourages the industry to conduct trials...
https://www.ia.org.hk/english/digital_onboarding/promotion_of_insurtech_development.html -
Date: 2024-01-18
... Insurance Intermediaries Qualifying Examination – Paper V (Syllabus for Investment-linked Long Term Insurance Examination) (2015 Edition) 1 Candidates are recommended to study the 2015 Edition of the Study Notes for examinations to be held from 30 November 2015 onwards. Insurance Intermediaries...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/syll-15.pdf -
Date: 2019-12-02
... straightforward, involving a simple choice from four alternatives. These we may call Type ‘A’ Questions. A selection of the questions (probably between 10% and 15%) will be slightly more complex, but again involving a choice between four alternatives. These we may call Type ‘B’ Questions. Examples of each are...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-tia-2014.doc -
Date: 2019-12-02
... inclusiveness and facilitate the development of a more balanced market with more demand for protection-type insurance products. Consumers will also be empowered with more product choices and easier access, and provided with improved customer experience. 5 Second, we strive to foster a healthy ecosystem for...
https://www.ia.org.hk/english/infocenter/files/FT_Asia_Insurance_Summit_2019.pdf -
Date: 2021-12-09
... inclusiveness and facilitate the development of a more balanced market with more demand for protection-type insurance products. Consumers will also be empowered with more product choices and easier access, and provided with improved customer experience. 5 Second, we strive to foster a healthy ecosystem for...
https://www.ia.org.hk/english/infocenter/files/FT_Asia_Insurance_Summit_2019.pdf -
Date: 2021-09-08