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⏭... example, there are Guidelines issued in relation to long-term products on the subject of financial needs analysis, cooling off period, investment linked assurance scheme products, gifts and policy replacement. All these Guidelines have specific requirements with which licensed insurance agents must comply...
https://www.ia.org.hk/english/infocenter/files/Consultation_Conclusions_Agents_Code_Eng.pdf -
Date: 2019-09-03
... example, there are Guidelines issued in relation to long-term products on the subject of financial needs analysis, cooling off period, investment linked assurance scheme products, gifts and policy replacement. All these Guidelines have specific requirements with which licensed insurance agents must comply...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Consultation_Conclusions_Agents_Code_Eng.pdf -
Date: 2019-09-10
[HTML]
QDAP
... Qualifying Deferred Annuity Policy (QDAP) What is your current age? Which currency you wish to pay for the premiums? How long (the period of time) would you choose to pay the premiums? What...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/qdap_tool.html -
Date: 2023-02-23
[PDF]
HKLTBQR_20180329.pdf
.../offshore", "premium term" and "distribution channel" as shown in the Forms HKLQ1-1(e), HKLQ1-1(f), HKLQ1-1(g) and HKLQ1-1(h) respectively. NO. OF POLICIES ^ AMOUNT OF SUMS ASSURED Single Premiums Receivable in Revenue Account in the Period * OR ANNUITIES PER ANNUM * Please provide further breakdown of the...
https://www.ia.org.hk/english/infocenter/forms/files/HKLTBQR_20180329.pdf -
Date: 2019-04-24
[HTML]
How to choose a QDAP
... savings into a stable stream of income over a period of time to address the financial risks arising from longevity. There are a variety of deferred annuity products in the market. You should understand the policy structure in order to choose one that suits your individual needs. Deferred...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/how_to_choose.html -
Date: 2024-01-19
... purchase the insurance product. The authorized insurers and the licensed insurance intermediaries should also monitor the feedback on the marketing campaign or programme, such as customer complaints, statistics of lapsed and surrendered policies and policies cancelled within cooling-off period, and take...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL25.pdf -
Date: 2020-09-24
... purchase the insurance product. The authorized insurers and the licensed insurance intermediaries should also monitor the feedback on the marketing campaign or programme, such as customer complaints, statistics of lapsed and surrendered policies and policies cancelled within cooling-off period, and take...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL25.pdf -
Date: 2020-12-21
... The basic concept is fairly simple: you pay a premium (in a lump sum or by instalments) to an insurance company, which in turn, provides you with a regular annuity immediately, or after a designated period of time, or when you reach a certain age for the period specified in the contract. Since this...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2021-12-14
... The basic concept is fairly simple: you pay a premium (in a lump sum or by instalments) to an insurance company, which in turn, provides you with a regular annuity immediately, or after a designated period of time, or when you reach a certain age for the period specified in the contract. Since this...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2020-06-23
... The basic concept is fairly simple: you pay a premium (in a lump sum or by instalments) to an insurance company, which in turn, provides you with a regular annuity immediately, or after a designated period of time, or when you reach a certain age for the period specified in the contract. Since this...
https://www.ia.org.hk/english/infocenter/files/Tips_on_Purchasing_Annuity_Products_Eng.pdf -
Date: 2022-05-24