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Long_term_policy.pdf
... objective of paragraph 5.1 being met. 7 5.5 A licensed insurance intermediary should assess and provide advice to the customer on whether the proposed purchase of the new life insurance policy is in the customer’s best interests taking account of the reduction in the total cash value or sum insured under...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Long_term_policy.pdf -
Date: 2020-06-24
... 20 October 2020 Our Ref: INS/TEC/13/11/ Pt. XXIII By email To: Chief Executives of all authorized insurers Dear Sirs, Amendments to Hong Kong Financial Reporting Standard 17 Insurance Contracts The Hong Kong Institute of Certified Public Accountants (“HKICPA”) has recently endorsed the Amendments...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_Amendments_to_Hong_Kong_Financial_Reporting_Standard_17_Insurance_Contracts.pdf -
Date: 2020-12-21
... Anti-Money Laundering and Counter-Terrorist Financing issued by the Insurance Authority ("Guideline"). The FAQs are designed to be read in conjunction with the Guideline, and the key terms and abbreviations used have the same meanings as in the Guideline. Q1 to Q2: AML/CFT...
https://www.ia.org.hk/english/infocenter/faqs/faqs_9.html -
Date: 2023-06-01
... the insurer, in addition to a statement as to how the licensed insurance broker company is being remunerated being included in the client agreement, disclosure of the remuneration should also be made by making reference to the “Practice Note supplementing Standard and Practice 7.1 of the Code of...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Practice_note_on_Client_Agreement_ILAS.pdf -
Date: 2020-06-15
... the insurer, in addition to a statement as to how the licensed insurance broker company is being remunerated being included in the client agreement, disclosure of the remuneration should also be made by making reference to the “Practice Note supplementing Standard and Practice 7.1 of the Code of...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Practice_note_on_Client_Agreement_ILAS.pdf -
Date: 2020-12-21
... Consultation Conclusions on the Draft Code of Conduct for Licensed Insurance Brokers September 2019 Consultation Conclusions on the Draft Code of Conduct for Licensed Insurance Brokers 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_Brokers_Code_Eng.pdf -
Date: 2019-09-03
... Consultation Conclusions on the Draft Code of Conduct for Licensed Insurance Brokers September 2019 Consultation Conclusions on the Draft Code of Conduct for Licensed Insurance Brokers 1 Contents Introduction 2 Feedback Received and Insurance Authority’s Response 3 Conclusions and Next Steps 26...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Consultation_Conclusions_Brokers_Code_Eng.pdf -
Date: 2019-09-10
[PDF]
Wesurance.pdf
... Private and Confidential Wesurance Limited 030519W-IA !1!1 New trend and key challenges in consumer product & Regulatory Compliance !2 Why ? Technologies reach Insurance industry even not fast enough as compare with banking. Open a new personal bank account within 15 minutes on the mobile platform...
https://www.ia.org.hk/english/aboutus/task_force/activities_meetings/files/Wesurance.pdf -
Date: 2019-06-06
[DOCX]
form-iaib1.docx
... Form IA-IB1 Statement of Personal Information in Support of an Application for Authorization of or Notification of Relevant Changes in respect of Insurance Broker under Section 69 of the Insurance Ordinance (Cap. 41) Notes on Completion of this Form 1. If there is insufficient space to complete...
https://www.ia.org.hk/english/infocenter/forms/files/form-iaib1.docx -
Date: 2022-01-06