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11.sn-LT-2017_eng.pdf
.../1 4.3 Grace Period 4/3 4.4 Beneficiary Designation 4/4 4.5 Nonforfeiture Benefits 4/5 4.6 Policy Loan 4/6 4.7 Reinstatement 4/6 4.8 Misstatement of Age or Sex 4/7 4.9 Assignment 4/8 4.10 Dividend Options 4/9 4.11 Settlement Options 4/10 4.12 Suicide Exclusion 4/10 iv 5. LIFE INSURANCE PROCEDURES 5/1...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/11.sn-LT-2017_eng.pdf -
Date: 2019-12-02
[PDF]
P3_SN_eng_2016.pdf
... Cooling-Off Period 5.2.5 Policy Switching 5.2.6 Sales Illustrations for Linked and Non-Linked Policies a. Linked Policy Illustration Document b. Standard Illustration for Universal Life (Non- Linked) Policies c. Standard Illustration for Participating Policies 5.2.7 Distributions of Policy Dividends a. Basic...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2016.pdf -
Date: 2019-12-02
... Quality Client Service 5.2.4 Cooling-Off Period 5.2.5 Policy Switching 5.2.6 Sales Illustrations for Linked and Non-Linked Policies a. Linked Policy Illustration Document b. Standard Illustration for Universal Life (Non- Linked) Policies c. Standard Illustration for Participating Policies 5.2.7...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/P3_SN_eng_2017ver_2018update.pdf -
Date: 2019-12-02
[PDF]
Circular_04032022.pdf
.../Circular_27032020.pdf 2 implementing the compensating measures of providing upfront disclosure at the point-of-sale and an extended cooling-off period of no less than 30 calendar days in lieu of an FNA assessment. For the avoidance of doubt, for those transactions of in-scope TFM products, the relevant requirements...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/Circular_04032022.pdf -
Date: 2022-05-31
... Phase 2 of the temporary facilitative measures to tackle the outbreak of COVID-19 1 September 2020 Circular providing Interpretation Notes relating to the Guideline on Cooling-off Period (GL29) Attachment: Interpretation Notes...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/circulars_on_regulatory_matters_2020.html -
Date: 2020-12-21
...)、Guideline on Cooling-off Period (GL29) and Guideline on Financial Needs Analysis (GL30), as well as the Code of Conduct for Licensed Insurance Agents and Code of Conduct for Licensed Insurance Brokers. The Insurance Authority (IA) and the Hong Kong Monetary Authority (HKMA) conducted a joint...
https://www.ia.org.hk/english/premium_financing/supervisory_standards_and_requirements.html -
Date: 2024-01-18
...) 3. Guideline on Exercising Power to Impose Pecuniary Penalty • Have completed soft consultation • Will conduct public consultation 4. Guideline on Cooling-off Period • Have consulted Working Group and Discussion Groups on key proposals • Are collecting feedback 5. Guideline on Long Term Insurance...
https://www.ia.org.hk/english/infocenter/files/VTC_Insurance_Summit_Ms_Peggy_Fu.pdf -
Date: 2021-12-09
...) 3. Guideline on Exercising Power to Impose Pecuniary Penalty • Have completed soft consultation • Will conduct public consultation 4. Guideline on Cooling-off Period • Have consulted Working Group and Discussion Groups on key proposals • Are collecting feedback 5. Guideline on Long Term Insurance...
https://www.ia.org.hk/english/infocenter/files/VTC_Insurance_Summit_Ms_Peggy_Fu.pdf -
Date: 2021-09-08
...) 3. Guideline on Exercising Power to Impose Pecuniary Penalty • Have completed soft consultation • Will conduct public consultation 4. Guideline on Cooling-off Period • Have consulted Working Group and Discussion Groups on key proposals • Are collecting feedback 5. Guideline on Long Term Insurance...
https://www.ia.org.hk/english/infocenter/files/VTC_Insurance_Summit_Ms_Peggy_Fu.pdf -
Date: 2020-06-12
... contract? A16 To align with the Guideline on Cooling-off Period (i.e. GL 29) which requires the life insurance policy be delivered to the customer within nine (9) calendar days of the date of policy issuance, it is acceptable for authorized insurers to enclose a copy of the signed IFS-PR at the same time...
https://www.ia.org.hk/english/legislative_framework/files/Interpretation_Notes_to_GL27.pdf -
Date: 2020-09-24