... purposes without the OCI’s prior written consent. 2 AML/CFT Systems and Senior Management Oversight How well do insurance institutions understand their ML/TF risks and apply mitigating measures commensurate with their risks? 3 AML/CFT Systems and Senior Management Oversight 4 Country risk – whether...
https://www.ia.org.hk/english/supervision/antimoney_laundering/files/e-ppt20141013-01.pdf -
Date: 2019-11-05
... to calculate the discount rates for each MA portfolio and to collect quantitative data and qualitative information. HKQIS2019_LongTe rm_MA_Template.xls x (2) QIS 3 MA Template (for reference) An unlocked version for reference. It is not for submission purpose. HKQIS2019_LongTe rm_MA_Template (for...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/cir_20190816.pdf -
Date: 2019-11-29
... kind of product provides you with cash annually (or monthly/quarterly), it is known as an "annuity". It is sometimes also referred to as a "self-made pension". Tips on purchasing annuity products 2 In terms of how long the annuity income lasts: For example, the public annuity scheme “HKMC Annuity Plan...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2021-12-14
... kind of product provides you with cash annually (or monthly/quarterly), it is known as an "annuity". It is sometimes also referred to as a "self-made pension". Tips on purchasing annuity products 2 In terms of how long the annuity income lasts: For example, the public annuity scheme “HKMC Annuity Plan...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2020-06-23
... kind of product provides you with cash annually (or monthly/quarterly), it is known as an "annuity". It is sometimes also referred to as a "self-made pension". Tips on purchasing annuity products 2 In terms of how long the annuity income lasts: For example, the public annuity scheme “HKMC Annuity Plan...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2022-05-24
... kind of product provides you with cash annually (or monthly/quarterly), it is known as an "annuity". It is sometimes also referred to as a "self-made pension". Tips on purchasing annuity products 2 In terms of how long the annuity income lasts: For example, the public annuity scheme “HKMC Annuity Plan...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2020-06-23
...%. Every principal named on last year’s league table has, this year, achieved perfection in the form of 100% CPD compliance across their appointed insurance intermediaries. Given the success of the “CPD Non-Compliance League Table” last year, we publish the table again this...
https://www.ia.org.hk/english/infocenter/press_releases/20231220_1.html -
Date: 2023-12-20
...) 31-12-17 - - - - - 安盛金融 AXA China (HK) 31-12-17 880 88,878 94,075,124 147,451 37,440 AXA Life AXA Life 31-12-17 1 4 4 - 254 安盛財富管理(香港) AXA Wealth Mgt (HK) 31-12-17 - - - - - 東亞人壽 BEA Life 31-12-17 70 10,604 8,003,153 12,248 2,010 藍十字 Blue Cross 31-12-17 - - - - - 中銀人壽 BOC LIFE 31-12-17 45 16,573 20,231,724...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L10_2017.pdf -
Date: 2019-08-19
... and have it returned to the IA via email at rbcphase2@ia.org.hk by 16 August 2019. 1 Consultation on Draft Guideline on Enterprise Risk Management - https://www.ia.org.hk/en/legislative_framework/circulars/reg_matters/files/cir_20180508.pdf https://www.ia.org.hk/en/legislative_framework/circulars...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/cir_20190705.pdf -
Date: 2019-11-29
... Consultation Conclusions on the Draft Code of Conduct for Licensed Insurance Agents September 2019 Consultation Conclusions on the Draft Code of Conduct for Licensed Insurance Agents 1 Contents Introduction 2 Feedback Received and Insurance Authority’s Response 3 Conclusions and Next Steps 26...
https://www.ia.org.hk/english/infocenter/files/Consultation_Conclusions_Agents_Code_Eng.pdf -
Date: 2019-09-03