... 2018/2019 We write to inform you that on 8 January 2022 the Insurance Authority (“IA”) took disciplinary action against 91 licensed individual insurance agents for non-compliance with the Continuing Professional Development (“CPD”) requirements for the assessment period from 1 August 2018 to 31 July...

... Technical Representatives shall be “Technical Representative” unless the position of Chief Executive of the Member is vacant. 5.2 When the position of Chief Executive is vacant, the registration capacity of the Alt. CE will automatically be changed to be “Chief Executive” for a period of 6 months. 5.3...

... is proposed to set the assessment period as a period from 1 August of a year to 31 July of the following year. 3 Responsible officers are individuals referred to in the new sections 64ZE and 64ZF of the Insurance Ordinance (Cap. 41) (“IO”). 4 Under the current self-regulatory regime for insurance...

... FORM HKL1 FORM HKL1 HONG KONG LONG TERM INSURANCE BUSINESS - REVENUE ACCOUNT OF ..............................................(Name of Insurer) in respect of class(es)*............... for the period commencing on ........... and ending on ............... HK$ HK$ Amount of Fund(s)# as at the...

...”) Requirements – CPD Compliance Reporting Procedures for Assessment Periods 2019/20 and 2020/21 As you will know from our circulars dated 12 June 2020 and 30 September 2020, the Insurance Authority (“IA”) has merged the CPD assessment period for 23 September 2019 to 31 July 2020 (“the First Assessment Period...

...”) Requirements – CPD Compliance Reporting Procedures for Assessment Periods 2019/20 and 2020/21 As you will know from our circulars dated 12 June 2020 and 30 September 2020, the Insurance Authority (“IA”) has merged the CPD assessment period for 23 September 2019 to 31 July 2020 (“the First Assessment Period...

... Application for Change of Remittance Approach / Reporting Basis (minimum 2 months application in advance of the start date of the reporting relevant period is required) To : Insurance Authority (Attention: Finance Section) By email1 or mail2 From : Name of insurer (Company Registration no.) Date...

... Person Single Person Monthly income Tax savings 3 Receive annuity payouts regularly over a specified length of time or as long as you live Pay the premiums Annuity periodPremium payment period Premiums are invested and accumulated during the accumulation period What is an annuity? What is a deferred...

... Reporting for the Assessment Period 2021/2022 Detailed instructions for reporting by individual licensees and appointing principals to the Insurance Authority (“IA”) 中文譯本: 持續專業培訓 (「培訓」) 規定 2021/2022評核期的培訓合規情況匯報程序 個人持牌人及委任主事人向保險業監管局 (「保監局」) 匯報培訓合規...