... Survey of Insurance Brokers (Template) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Complaint means the expression of dissatisfaction, made verbally or in writing, by a client or a potential client of an insurance broker. Completion Instructions Terms and Definitions Client Account means a current or...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/survey_broker_250418.pdf -
Date: 2018-11-30
... 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
... review reveals any suspicious accounts, transactions or dealings, you should promptly notify the Joint Financial Intelligence Unit. /… http://www.gld.gov.hk/egazette/ - 2 - Should you have any enquiries on the above, please contact Ms Cindy Leung at 2153 2756 or Miss Jasmine Lee at 2153 2748. Yours...
https://www.ia.org.hk/english/legislative_framework/circulars/antimoney_laundering/files/cir_aml_20170112.pdf -
Date: 2018-01-15
...) 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
... April 2019 Consultation Conclusions on Draft Insurance (Maximum Number of Authorized Insurers) Rules April 2019 Contents Introduction 1 Feedback Received and Insurance Authority’s Response 2 Conclusions and Next Steps 6 Annex A – Final Form of Insurance (Maximum Number of Authorized Insurers...
https://www.ia.org.hk/english/infocenter/files/final_Max_Number_Rules_Conclusions_Eng.pdf -
Date: 2019-09-03
... April 2019 Consultation Conclusions on Draft Insurance (Maximum Number of Authorized Insurers) Rules April 2019 Contents Introduction 1 Feedback Received and Insurance Authority’s Response 2 Conclusions and Next Steps 6 Annex A – Final Form of Insurance (Maximum Number of Authorized Insurers...
https://www.ia.org.hk/english/infocenter/files/Max_Number_Rules_Conclusions_Eng.pdf -
Date: 2019-09-03
... April 2019 Consultation Conclusions on Draft Insurance (Maximum Number of Authorized Insurers) Rules April 2019 Contents Introduction 1 Feedback Received and Insurance Authority’s Response 2 Conclusions and Next Steps 6 Annex A – Final Form of Insurance (Maximum Number of Authorized Insurers...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/final_Max_Number_Rules_Conclusions_Eng.pdf -
Date: 2019-09-10
... April 2019 Consultation Conclusions on Draft Insurance (Maximum Number of Authorized Insurers) Rules April 2019 Contents Introduction 1 Feedback Received and Insurance Authority’s Response 2 Conclusions and Next Steps 6 Annex A – Final Form of Insurance (Maximum Number of Authorized Insurers...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Max_Number_Rules_Conclusions_Eng.pdf -
Date: 2019-09-10
... Fubon Life Hong Kong 31-12-19 - - - - 富衛人壽 FWD Life 31-12-19 2,197 14,658 237,886 3,137,615 忠意人壽 Generali Life (HK) 31-12-19 - - - - 恒生保險 Hang Seng Insurance 31-12-19 106 994 19,217 424,570 香港年金公司 HKMC Annuity 31-12-19 - - - - 香港人壽 Hong Kong Life 31-12-19 - - - - 滙豐保險 HSBC Insurance 31-12-19 - - - - 滙豐...
https://www.ia.org.hk/english/infocenter/statistics/files/Table-L11_2019.pdf -
Date: 2020-09-30
... Compliance Issues Arising in the First Year of the Direct Regulatory Regime for Licensed Insurance Agencies Common Compliance Issues Arising in the First Year of the Direct Regulatory Regime for Licensed Broker Companies 2 December 2020 Extension...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/circulars_on_regulatory_matters_2020.html -
Date: 2020-12-21