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⏭...] Premium: ======== 1 Name of Applicant: _______________Signature: _______________________Date: _______________________ 3a. Basic Plan Illustration The table below illustrates projected policy values under Guaranteed Basis/ Conservative Basis and Current Assumed Basis. Figures under Guaranteed Basis are...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/6.Standard_Illustration_for_Universal_Life_Non-Linked_Policies.pdf -
Date: 2019-12-20
... respect of provision of expected timeline and re‐projection of policy loan amount until 1 July 2017 to allow insurers additional preparation time. Nonetheless, insurers are required to make best effort to comply with the requirements as soon as practicable. Q 3. Are insurers...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/7.Q_and_A_on_GNs_on_Illustration_Document.pdf -
Date: 2019-12-20
[PDF]
GL4.pdf
... GL4 GUIDELINE ON “FIT AND PROPER” CRITERIA UNDER THE INSURANCE ORDINANCE (CAP. 41) Insurance Authority Contents Page 1. Introduction ………………………..………………….…. 1 2. Approval / No Objection / Notification Requirements for Appointments of Certain Positions …....……………….... 1 3. Factors for Determining...
https://www.ia.org.hk/english/legislative_framework/files/GL4.pdf -
Date: 2020-09-24
... by 3 Months Individual licensees are required to comply with the Continuing Professional Development (“CPD”) requirements as set out in the Guideline on Continuing Professional Development for Licensed Insurance Intermediaries (“GL24”) issued by the Insurance Authority (“IA”). The first CPD...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_28022020_brokers.pdf -
Date: 2020-06-15
... by 3 Months Individual licensees are required to comply with the Continuing Professional Development (“CPD”) requirements as set out in the Guideline on Continuing Professional Development for Licensed Insurance Intermediaries (“GL24”) issued by the Insurance Authority (“IA”). The first CPD...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_28022020_brokers.pdf -
Date: 2020-12-21
... below: Phase 1 Phase 2 Phase 3 Phase 4 1 January 2018 to 31 March 2019 1 April 2019 to 31 March...
https://www.ia.org.hk/english/infocenter/press_releases/collection_of_premium_levy_to_take_effect_on_1_January_2018.html -
Date: 2017-09-22
... business) of long term business for 2017 decreased by 15.7% to $156.4 billion compared with 2016. New office premiums of Individual Life and Annuity (Non-Linked) business decreased by 20.2% to $142.9 billion. On the other hand, those of Individual Life and Annuity (Linked) business increased by 121.3% to...
https://www.ia.org.hk/english/infocenter/press_releases/market_performance_of_hong_kong_insurance_industry_for_2017.html -
Date: 2018-03-12
[HTML]
Enforcement News
... 30/3/2023 Convoy Financial Services Limited and Convoy Financial Solutions Limited Insurance Authority reprimands and fines broker companies $190,000 for failure to keep separate client accounts and maintain proper books and records...
https://www.ia.org.hk/english/enforcement/enforcement_news/news.html -
Date: 2024-01-17
[PDF]
mu20130528.pdf
... 1 November 2012. 1.3 The MOU signed on 1 January 2004 by the IA, SFC, MA and MPFA continues to apply only to the handling of complaints (including referral, investigation, enforcement, and monitoring the investigation and enforcement thereof) concerning the conduct of MPF intermediaries prior to 1...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/mu20130528.pdf -
Date: 2020-09-28
[PDF]
mu20130528.pdf
... 1 November 2012. 1.3 The MOU signed on 1 January 2004 by the IA, SFC, MA and MPFA continues to apply only to the handling of complaints (including referral, investigation, enforcement, and monitoring the investigation and enforcement thereof) concerning the conduct of MPF intermediaries prior to 1...
https://www.ia.org.hk/english/supervision/int_dom_cooperation/files/mu20130528.pdf -
Date: 2021-11-01