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⏭..., Social and Governance: Tech for Sustainable Finance ● The Future of Data Science in Financial Trading ● Personalisation & Clever Data ● New InsurTech Profit Models FinTech Experience Lab - a smart consumer fair for local market In addition to the B2B conference, this year’s Hong Kong FinTech Week will...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/HongKongFintechWeek2020.pdf -
Date: 2020-12-21
..., etc. In addition, premiums paid for a VHIS policy are eligible for tax deduction under the Inland Revenue Ordinance (Cap. 112). For details, please visit the VHIS website. Useful information To be a smart policy holder, study the following sections of this webpage to learn...
https://www.ia.org.hk/english/medical_insurance/index.html -
Date: 2024-01-18
... initiatives. FINANCIAL NEEDS ANALYSIS (“FNA”) Q5: What is the best practice of proposing an ILAS product to a client? A5: The best practice of proposing an ILAS product is when the client indicates/chooses: (a) Under Question 1 of the FNA - both “Life Protection” and “Savings” / “Investment” as his/her purpose...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/1.FAQ_on_Updated_Requirements_Relating_to_Sale_of_ILAS.pdf -
Date: 2019-12-20
[PDF]
Broker_Code_Eng.pdf
... Website: www.ia.org.hk September 2019 Page 3 Contents Preface Part A Introduction to this Code Part B Interpretation Part C General Principles Section I. General Principle 1 - Honesty and Integrity II. General Principle 2 - Acting in the Best Interests of Clients and Treating Clients Fairly III. General...
https://www.ia.org.hk/english/legislative_framework/files/Broker_Code_Eng.pdf -
Date: 2020-06-01
... Website: www.ia.org.hk September 2019 Page 3 Contents Preface Part A Introduction to this Code Part B Interpretation Part C General Principles Section I. General Principle 1 - Honesty and Integrity II. General Principle 2 - Acting in the Best Interests of Clients and Treating Clients Fairly III. General...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/CodeofConductforLicensedInsuranceBrokers.pdf -
Date: 2020-06-24
[PDF]
Broker_Code_Eng.pdf
... Website: www.ia.org.hk September 2019 Page 3 Contents Preface Part A Introduction to this Code Part B Interpretation Part C General Principles Section I. General Principle 1 - Honesty and Integrity II. General Principle 2 - Acting in the Best Interests of Clients and Treating Clients Fairly III. General...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Broker_Code_Eng.pdf -
Date: 2019-09-10
[HTML]
Introduction
... travellers to Mainland China. Some products cater for travellers with specific needs, such as overseas student insurance and working holiday insurance. Policyholders should study the policy coverage carefully and choose the product that best suits their needs, so that they will be protected as...
https://www.ia.org.hk/english/travel_insurance/index.html -
Date: 2024-01-18
... Insurance Agencies are expected to complete all sections and questions in the survey to the best of their knowledge and belief. Please note that each Long Term Insurance Agency shall make only one submission of the survey, which shall capture information of all lines of business engaged by the agency...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/SurveyLettertoAgencyv20190529_onlinever.pdf -
Date: 2019-11-29
... Onboarding, and read the “Insurance Digital Onboarding – Smart Tips for Online Self-service Insurance” leaflet. Review all documents carefully before e-signing them. • You need to provide only one electronic signature to complete the insurance application. Therefore, you must carefully review all the...
https://www.ia.org.hk/english/infocenter/files/Digital_onboarding_2_en.pdf -
Date: 2021-12-14
... effectively. You have made a smart choice by picking “Challenge Everything: Asia’s Journey to Success” as the theme of this conference. Everybody knows that Asia promises to be an engine of growth for the world economy in the decades to come but few, including myself, could claim to know it well. Asia is vast...
https://www.ia.org.hk/english/infocenter/files/29th_Pacific_Insurance_Conference.pdf -
Date: 2021-12-09