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4.LT_syl_eng_2017.pdf
... Living Adjustment (COLA) Benefit IV. Explaining the Life Insurance Policy i. Entire Contract Provision ii. Incontestability Provision iii Grace Period iv. Beneficiary Designation v. Nonforfeiture Benefits vi. Policy Loan vii. Reinstatement viii. Misstatement of Age or Sex ix. Assignment x. Dividend...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/4.LT_syl_eng_2017.pdf -
Date: 2019-12-02
[PDF]
lt_syl_eng_2016.pdf
... Age or Sex ix. Assignment x. Dividend Options xi. Settlement Options xii. Suicide Exclusion P 3 of 3 V. Life Insurance Procedures i. Company Operation A. Typical Company Operational Structure ii. Application A. Application Procedure B. Receipts and Policy Effectiveness C. Client Service - Policies and...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/lt_syl_eng_2016.pdf -
Date: 2019-12-02
... viii. Misstatement of Age or Sex ix. Assignment x. Dividend Options xi. Settlement Options xii. Suicide Exclusion P 3 of 4 V. Life Insurance Procedures i. Company Operation A. Typical Company Operational Structure ii. Application A. Application Procedure B. Receipts and Policy Effectiveness C. Client...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/LT_syl_eng_2017_2019_file3.pdf -
Date: 2019-12-02
... Insurance Policy i. Entire Contract Provision ii. Incontestability Provision iii Grace Period iv. Beneficiary Designation v. Nonforfeiture Benefits vi. Policy Loan vii. Reinstatement viii. Misstatement of Age or Sex ix. Assignment P 3 of 4 x. Dividend Options xi. Settlement Options xii. Suicide Exclusion V....
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/LT_syl_eng_2019_file4.pdf -
Date: 2019-12-02
... 2014. In tandem with the issuance of GL16, the IA issued a guide in September 2015 to prescribe a clear and uniform methodology to calculate and disclose fulfillment ratios of the non-guaranteed dividends for participating products, and historical crediting interest rates for universal life...
https://www.ia.org.hk/english/consumer/industry_practices_associated_with_the_sale_of_Insurance_policies.html -
Date: 2020-04-21
... accumulated at non-guaranteed interest rates or a non-guaranteed charge will be imposed for early withdrawal of prepayment. A3 Premium prepayment option under non-participating product itself would not be regarded as a participating product and hence would not be subject to the relevant requirements under the...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL28.pdf -
Date: 2020-09-24
... accumulated at non-guaranteed interest rates or a non-guaranteed charge will be imposed for early withdrawal of prepayment. A3 Premium prepayment option under non-participating product itself would not be regarded as a participating product and hence would not be subject to the relevant requirements under the...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Interpretation_Notes_to_GL28.pdf -
Date: 2020-12-21
[PDF]
New_Regime_English.pdf
... behalf of insurance companies. Insurance agents Insurance brokers Get to know insurance intermediaries 1. The fulfillment ratio is the average ratio of non-guaranteed dividends/bonuses actually declared against the illustrated amounts at the point of sale. The higher the fulfillment ratio, the better the...
https://www.ia.org.hk/english/infocenter/files/New_Regime_English.pdf -
Date: 2021-12-14
[PDF]
New_Regime_English.pdf
... behalf of insurance companies. Insurance agents Insurance brokers Get to know insurance intermediaries 1. The fulfillment ratio is the average ratio of non-guaranteed dividends/bonuses actually declared against the illustrated amounts at the point of sale. The higher the fulfillment ratio, the better the...
https://www.ia.org.hk/english/infocenter/files/New_Regime_English.pdf -
Date: 2022-05-24
[PDF]
New_Regime_English.pdf
... insurance companies. Insurance agents Insurance brokers Get to know insurance intermediaries 1. The fulfillment ratio is the average ratio of non-guaranteed dividends/bonuses actually declared against the illustrated amounts at the point of sale. The higher the fulfillment ratio, the better the insurer...
https://www.ia.org.hk/english/infocenter/files/New_Regime_English.pdf -
Date: 2020-06-23