... † Please tick the appropriate box. Version: June 2021 1 Form S5 Supplemental Form Information on Director/Controller (Individual) This Form is to be completed for each director/controller1 of a licensed insurance agency, a licensed insurance broker company or an applicant for an insurance agency...
https://www.ia.org.hk/english/infocenter/forms/files/Form_S5_Eng_June_2021.pdf -
Date: 2022-01-06
... † Please tick the appropriate box. Version: June 2021 1 Form S5 Supplemental Form Information on Director/Controller (Individual) This Form is to be completed for each director/controller1 of a licensed insurance agency, a licensed insurance broker company or an applicant for an insurance agency...
https://www.ia.org.hk/english/infocenter/forms/files/Form_S5_Eng_June_2021.pdf -
Date: 2022-05-31
...) According to Membership Regulation 3.5, the General Committee is issuing this Guidance Note on Conducting “Know Your Client” Procedures for Long Term Insurance Business (Including Linked Long Term Insurance). Background CIB Membership Regulation 14.7.2 requires our Members and their Chief Executives and...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/3_CIB_GN4_on_Cond_KYC_Incl_LLT_Ins_v3_18_12_2014_eg19.pdf -
Date: 2019-12-20
... Phase 2 of the temporary facilitative measures to tackle the outbreak of COVID-19 /…… 27 March 2020 By Email Only To: Chief Executives of authorized insurers carrying on long term insurance business Dear Sirs, Phase 2 of the temporary facilitative measures to tackle the outbreak of COVID-19 The...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_27032020.pdf -
Date: 2020-06-15
... Phase 2 of the temporary facilitative measures to tackle the outbreak of COVID-19 /…… 27 March 2020 By Email Only To: Chief Executives of authorized insurers carrying on long term insurance business Dear Sirs, Phase 2 of the temporary facilitative measures to tackle the outbreak of COVID-19 The...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_27032020.pdf -
Date: 2020-12-21
... Insurance Authority reprimands and fines broker companies $190,000 for failure to keep separate client accounts and maintain proper books and records 30 March 2023 The Insurance Authority (IA) has reprimanded Convoy Financial Services Limited and...
https://www.ia.org.hk/english/infocenter/press_releases/20230330.html -
Date: 2023-03-30
... 1 Asian Insurance Forum 2021 “Opportunities and Challenges in the Post-pandemic New Normal” 7 December 2021 Welcome Remarks by Dr Moses Cheng Chairman of the Hong Kong Insurance Authority Chief Executive the Honourable Mrs Carrie Lam, Mr Yin1 , Mr Dixon2 , friends and colleagues, ladies and...
https://www.ia.org.hk/english/infocenter/files/Asian_Insurance_Forum_2021.pdf -
Date: 2021-12-09
... Qualifying Deferred Annuity Policy Background In view of the ageing population, the Government has proposed a tax deduction for premiums for deferred annuity products to promote voluntary retirement savings. The Insurance Authority (IA) has been...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/index.html -
Date: 2024-01-19
... 190322_Eng_Cover Key things to know about saving for retirement Tax deductions for qualifying deferred annuity premiums and tax deductible MPF voluntary contributions Ta x d ed uc tio ns Retirement can cost more than you expect As the average life expectancy for Hong Kong people is more than 80...
https://www.ia.org.hk/english/infocenter/files/Saving_for_retirement_EN.pdf -
Date: 2021-12-14