... of policy year” should be shown. Illustrations of benefits are to be provided for the years: (a) Stated for not less than 30 years (with at least a 5-year interval after policy year 5), or the benefit term if shorter; and (b) At age 65, or on the maturity of the policy if earlier; and (c) At age 100...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Benefits_illustration.pdf -
Date: 2020-06-24
... of policy year” should be shown. Illustrations of benefits are to be provided for the years: (a) Stated for not less than 30 years (with at least a 5-year interval after policy year 5), or the benefit term if shorter; and (b) At age 65, or on the maturity of the policy if earlier; and (c) At age 100...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL28.pdf -
Date: 2019-11-29
... Chapters should be studied carefully, but the following table indicates areas of particular importance: Chapter Relative Weight 1 12% 2 16% 3 30% 4 9% 5 5% 6 21% 7 7% Total 100% 1/1 1 RISK AND INSURANCE 1.1 CONCEPT OF RISK 1.1.1 Meaning of Risk There have been many attempts to define ‘risk’. Probably, to...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/sn-p&p-2013.pdf -
Date: 2019-12-02
... Terminations Terminations Terminations ($m) ($m) ($m) ($m) 個人人壽及年金 (非投資相連) 274,724 135,023 409,747 450,789 -9.1% 18,203 60,137 78,340 78,271 0.1% Individual Life and Annuity (Non-Linked) 個人人壽及年金 (投資相連) 89,775 2,509 92,284 74,265 24.3% 28,943 2,315 31,258 19,835 57.6% Individual Life and Annuity (Linked) 其他個人業務...
https://www.ia.org.hk/english/infocenter/press_releases/files/Summary_on_2017_3Q_provisional_statistics.pdf -
Date: 2021-09-03
... recommendation in respect of a suitable life insurance policy to the customer, with the recommendation being based on that assessment. The requirements in relation to an FNA are set out in Guideline on Financial Needs Analysis issued (GL30) by the IA (see further paragraph 5 below); 3 (g) “Important Facts...
https://www.ia.org.hk/english/legislative_framework/files/GL26_English.pdf -
Date: 2020-09-24
... recommendation in respect of a suitable life insurance policy to the customer, with the recommendation being based on that assessment. The requirements in relation to an FNA are set out in Guideline on Financial Needs Analysis issued (GL30) by the IA (see further paragraph 5 below); 3 (g) “Important Facts...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GL26_English.pdf -
Date: 2020-06-24
... recommendation in respect of a suitable life insurance policy to the customer, with the recommendation being based on that assessment. The requirements in relation to an FNA are set out in Guideline on Financial Needs Analysis issued (GL30) by the IA (see further paragraph 5 below); 3 (g) “Important Facts...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/ILAS_Products.pdf -
Date: 2020-06-24
... recommendation in respect of a suitable life insurance policy to the customer, with the recommendation being based on that assessment. The requirements in relation to an FNA are set out in Guideline on Financial Needs Analysis issued (GL30) by the IA (see further paragraph 5 below); 3 (g) “Important Facts...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL26.pdf -
Date: 2019-11-29
... importance: Chapter Relative Weight 1 12% 2 16% 3 30% 4 9% 5 5% 6 21% 7 7% Total 100% 1/1 1 RISK AND INSURANCE 1.1 CONCEPT OF RISK 1.1.1 Meaning of Risk There have been many attempts to define ‘risk’. Probably, to most of us, ‘risk’ contains a suggestion of loss or danger. We may therefore define it as...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/9.sn-pp-2017_eng.pdf -
Date: 2019-12-02
... importance: Chapter Relative Weight 1 12% 2 16% 3 30% 4 9% 5 5% 6 21% 7 7% Total 100% 1/1 1 RISK AND INSURANCE 1.1 CONCEPT OF RISK 1.1.1 Meaning of Risk There have been many attempts to define ‘risk’. Probably, to most of us, ‘risk’ contains a suggestion of loss or danger. We may therefore define it as...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P1_SN_eng_2017ver_2018update.pdf -
Date: 2019-12-02