... All supporting documents in connection with the Application should be duly verified against the relevant original copy by your appointing principals before submission to the IA. If you are an existing licensed insurance intermediary and intend to apply for a different type of insurance intermediary...
https://www.ia.org.hk/english/infocenter/forms/files/Notes_on_Individual_Licence_Application_Mar2022.pdf -
Date: 2022-05-31
... 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: 2020-06-12
... including, without limitation, those that have only a small investment or savings component such as medical, term or critical illness ‐ 2 ‐ insurance. Where a gift is offered for this type of product, the gift should be relevant to that product (e.g. a free medical check‐up) and should...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1_HKFI_GN_Gifts_Promo_and_Incentives_v1_1_2012_20190823.pdf -
Date: 2019-12-20
... Identification 8. Common personal particulars should be recorded, and whenever necessary verified, for identification purpose. They should include but not limited to: full name, date of birth, nationality, identity document type and number, residential address, and contact number(s). 9. When it is a trustee who...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_CIB_GN4_on_Cond_KYC_Incl_LLT_Ins_v2_8_4_2014_eg19.pdf -
Date: 2019-12-20
... recorded, and whenever necessary verified with copy of the documentary proof kept in file. They should include but not limited to: full name, date of birth, nationality, identity document type and number, residential address, and contact number(s). 9. When it is a trustee who will be the prospective...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4_CIB_GN4_on_Cond_KYC_Proced_for_LT_Ins_Busi_v4_13_10_2015_eg19.pdf -
Date: 2019-12-20
... 7,897 47,159 43,405 57,639 665 5,386 (30,397) 7,574 綜合 Comprehensive 1,496 1,211 1,121 114 61 157 101 260 4 441 355 35,105 296 第三者 Third Party 58,077 47,961 48,962 16,267 13,931 11,893 9,538 8,658 16 11,089 15,268 50,137 綜合 Comprehensive 23,291 21,243 22,248 6,043 5,794 11,244 10,187 23,636 139 2...
https://www.ia.org.hk/english/infocenter/statistics/files/3q17gen.pdf -
Date: 2018-03-15
... of the questions will be very 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...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/13.sn-TIA-2017_eng.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/P6_SN_eng_2017ver_2018update.pdf -
Date: 2019-12-02
... 71,742 85,501 25,842 17,359 69,258 43,197 38,870 (43) 8,373 20,942 193,491 88,477 82,587 32,198 13,363 83,608 32,767 33,075 (13) 18,141 18,021 1,856,282 666,877 649,067 325,754 108,174 659,023 339,720 528,077 (224) 106,636 (93,596) 703,795 423,839 346,025 110,620 60,155 273,242 197,684 178,763 (321...
https://www.ia.org.hk/english/infocenter/statistics/files/1q21gen.pdf -
Date: 2022-06-01
... 15. This Memorandum will continue to have effect unless terminated by one of the Authorities by giving 30 days advance written notice to the other Authority that the understandings set out herein are no longer to have effect. - 4 - Contact Points 16. All communications between the Authorities should...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/mou-naic.pdf -
Date: 2020-09-28