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⏭... unsuitable advice on insurance matters; ☐ Failing to explain the cooling-off period to policyholders or failing to deliver the cooling-off notice or insurance policy to the policyholder within the required timeframe or cooling-off period; ☐ Failing to conduct a proper financial needs analysis in relation to...
https://www.ia.org.hk/english/aboutus/files/Editable_Complaint_Form_Eng_2022Jan.pdf -
Date: 2022-03-09
... Public Consultation Completed Consultation conclusion will be published Public Consultation Completed Consultation conclusion published Code of Conduct for Licensed Insurance Agents Code of Conduct for Licensed Insurance Brokers Guidelines relating to Selling of Life Insurance (Cooling-off Period / FNA...
https://www.ia.org.hk/english/infocenter/files/Asia_Pacific_Life_Insurance_Congress_2019.pdf -
Date: 2021-12-09
... Public Consultation Completed Consultation conclusion will be published Public Consultation Completed Consultation conclusion published Code of Conduct for Licensed Insurance Agents Code of Conduct for Licensed Insurance Brokers Guidelines relating to Selling of Life Insurance (Cooling-off Period / FNA...
https://www.ia.org.hk/english/infocenter/files/Asia_Pacific_Life_Insurance_Congress_2019.pdf -
Date: 2021-09-08
... Public Consultation Completed Consultation conclusion will be published Public Consultation Completed Consultation conclusion published Code of Conduct for Licensed Insurance Agents Code of Conduct for Licensed Insurance Brokers Guidelines relating to Selling of Life Insurance (Cooling-off Period / FNA...
https://www.ia.org.hk/english/infocenter/files/Asia_Pacific_Life_Insurance_Congress_2019.pdf -
Date: 2020-06-12
[PDF]
GL27_English.pdf
... on Financial Needs Analysis (GL30) issued by the IA; (f) Guideline on Cooling-off Period (GL29) issued by the IA; (g) Code of Conduct for Licensed Insurance Agents issued by the IA; (h) Code of Conduct for Licensed Insurance Brokers issued by the IA; and (i) All relevant rules, codes, circulars and...
https://www.ia.org.hk/english/legislative_framework/files/GL27_English.pdf -
Date: 2020-09-24
[PDF]
Long_term_policy.pdf
... on Financial Needs Analysis (GL30) issued by the IA; (f) Guideline on Cooling-off Period (GL29) issued by the IA; (g) Code of Conduct for Licensed Insurance Agents issued by the IA; (h) Code of Conduct for Licensed Insurance Brokers issued by the IA; and (i) All relevant rules, codes, circulars and...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/Long_term_policy.pdf -
Date: 2020-06-24
[DOCX]
P3_SN_eng_2016.docx
... Structure 5.2 Application 5/4 5.2.1 Application Procedure 5.2.2 Receipts and Policy Effectiveness 5.2.3 Client Service - Policies and Standards a. The Importance of Client Service b. How to Achieve Quality Client Service 5.2.4 Cooling-Off Period 5.2.5 Policy Switching 5.2.6 Sales Illustrations for Linked...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2016.docx -
Date: 2019-12-02