Filter
Year
Content Type
File Type
Search Results
⏵
⏭... 12 01 Oct 2021 - 30 Sep 2022 Public 公眾人士 Mr Sam KONG 29827834 80/92/11 New Institute of Financial Planners of Hong Kong Practices & Updates in Financial Planning X * Yes 30 06 Oct 2021 - 05 Oct 2022 Public 公眾人士 Mr Sam KONG 29827834 - 20 - Ref 參考編號 Name of CPD Activity Provider 舉辦機構名稱 Title of...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_Approved_T1_CPD_adopting_VC.pdf -
Date: 2021-12-06
... hours 持續專業 培訓時數 Current Approval Period 現行 審批期限 Target Participant 培訓對象 Contact 聯絡方法 80/02/98 FWD Life Insurance Company (Bermuda) Limited IIQE Paper 5: Investment-linked Long Term Insurance 保險中介人素質保證計劃卷五: 投資相連長期保險 * No 14 9 Apr 2020 - 8 Apr 2021 Public 公眾人士 + Others: Business Partners Ms Ng Siu Kuen...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_Approved_T1_CPD_adopting_VC.pdf -
Date: 2021-05-06
...: Long-term business policy with annual premium payment An unscheduled premium of HKD 80,000 payable at inception for first year Inception date at 1 June 2020 Inception Date Premium Applicable Levy Rate Premium x Levy Rate Maximum Levy Levy Payable (rounded) Remark HKD % HKD HKD HKD 1.6.2020 80,000 0.085...
https://www.ia.org.hk/english/portal_for_insurers/lisa/files/notes_on_collection_of_levy_on_insurance_premium.pdf -
Date: 2019-10-23
...: Long-term business policy with annual premium payment An unscheduled premium of HKD 80,000 payable at inception for first year Inception date at 1 June 2020 Inception Date Premium Applicable Levy Rate Premium x Levy Rate Maximum Levy Levy Payable (rounded) Remark HKD % HKD HKD HKD 1.6.2020 80,000 0.085...
https://www.ia.org.hk/english/portal_for_insurers/lisa/files/Notes_on_collection_of_Levy_on_Insurance_Premiumv2.pdf -
Date: 2019-10-23
...: Long-term business policy with annual premium payment An unscheduled premium of HKD 80,000 payable at inception for first year Inception date at 1 June 2020 Inception Date Premium Applicable Levy Rate Premium x Levy Rate Maximum Levy Levy Payable (rounded) Remark HKD % HKD HKD HKD 1.6.2020 80,000 0.085...
https://www.ia.org.hk/english/portal_for_insurers/lisa/files/Notes_on_collection_of_Levy_on_Insurance_Premium_v1.6.pdf -
Date: 2019-10-23
...(j) & 49(d) Guidance Note 指引（4）& Code of Practice for Life Insurance Replacement 《壽險轉保守則》 (7th) 78, 80(i), 80(k) & 58(g) 5. Failure to make reasonable effort to ensure the policy meets the needs of the policyholder 沒有盡力確保保單符合保單持有人的需要 3 years 三年 (6th) 73(d)/77(c)/77(e) & 49(d) (7th) 76(f)/80(d)/80(f...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/2_IARB_Guidelines_on_Disciplinary_Actions_v2_2_6_2015_20190823.pdf -
Date: 2019-12-20