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Insurance Authority Guidelines (TC)

HK.IA.guidelines_tc

Source path: HK / IA / guidelines_tc

Related sources: codes_en codes_tc conduct_in_focus_en conduct_in_focus_tc explanatory_notes_en explanatory_notes_tc guidelines_en

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指引 搜尋 輸入標題關鍵字: 按主題: 全部主題 保險公司(經營一般業務) 保險公司(經營長期業務) 保險公司授權 銷售長期保險保單 互聯網相關 保險中介人 打擊洗錢及恐怖分子資金籌集 指定保險控權公司 指引 授權指引(指引1) (於2022年6月30日廢除,由《申請授權在香港或從香港經營保險業務的指引》(指引5) 取代) 保險業(一般業務)(估值)規則指引(指引2)(自2024年7月1日起被廢除) 打擊洗錢及恐怖份子資金籌集指引(指引3) 有關打擊洗錢及恐怖分子資金籌集行使施加罰款權力指引(指引3A) 《保險業條例》(第41章)有關獲授權保險人"適當人選"的準則指引(指引4) 申請授權在香港或從香港經營保險業務的指引(指引5)* 按揭擔保保險業務儲備金指引(指引6) 長期業務類別G儲蓄金的指引(指引7)(自2024年7月1日起被廢除) 網上保險活動指引(指引8) 有關一般業務保險負債的精算檢視指引(指引9)* 獲授權保險人的公司管治指引(指引10)* 有關類別C — 相連長期業務的分類指引(指引11) 與有關連公司安排再保險的指引(指引12) 獲授權保險人的資產管理指引(指引13)* 外判指引(指引14)* 關於外判指引(指引14) 的問答 承保類別C業務指引(指引15) 按照 <承保類別C業務指引>(指引15)標準對投資相連壽險計劃("投連壽險")產品進行評估程序的釋義文件 (請參閱英文版本) 附錄 3 – 利益說明的補充文件 [ Word ] 承保長期保險業務(類別C業務除外)指引(指引16)(自2026年3月31日起生效) 承保長期保險業務(類別C業務除外)指引(指引16)(生效至2026年3月30日) 關於承保長期保險業務(類別C業務除外)指引(指引16)的問答 (請參閱英文版本) 釋義文件 (請參閱英文版本) 再保險指引(指引17)* 《保險業條例》(第41章) 有關向獲授權保險人 行使施加罰款權力的指引 (指引18 ) 合資格延期年金保單指引 (指引19 ) 網絡安全指引 (指引20) 常見問題 (請參閱英文版本) 固有風險等級評估範本 (暫時只提供英文版本) 網絡安全成熟度評估範本 (暫時只提供英文版本) 企業風險管理指引 (指引21)* 適用於承保一般保險業務的獲授權保險人《自險評估報告》訂明的壓力與情景測試 (請參閱英文版本) 適用於承保長期保險業務的獲授權保險人《自險評估報告》訂明的壓力與情景測試 (請參閱英文版本) 首次《自險評估報告》的關鍵觀察結果 (請參閱英文版本) 《保險業條例》(第41章) 有關向受規管人士行使施加罰款權力的指引 (指引22) 《保險業條例》(第 41 章) 有關持牌保險中介人"適當人選"的準則指引 (指引23) 獲認可的保險資格名單 可獲豁免通過保險中介人資格考試("資格考試")的新增專業資格 持牌保險中介人持續專業培訓指引 (指引24) 釋義文件 附件A - 針對持續專業培訓不合規人士的紀律處分方式 附件B - 第84條協議 附件C - 有關持續專業培訓的常見問題 就不遵守持續專業培訓規定準備第 84 條協議的指南 第 84 條協議Excel製作表 (持續專業培訓不合規) (只提供英文版) (只適用於2021/2022及2022/2023評核期, 就2023/2024及往後的評核期的用法, 請參閱 用戶指南 ) 適用於電子學習活動的規定 (請參閱英文版本) 送贈禮品指引 (指引25) 釋義文件 (請參閱英文版本) 銷售投資相連壽險計劃 (“投連壽險”) 產品指引 (指引26) 釋義文件 (請參閱英文版本) 附錄 1 - 重要資料聲明書及申請人聲明書 [ Word ] 長期保險保單轉保指引 (指引27) 釋義文件 (請參閱英文版本) 長期保險保單利益說明指引 (指引28) 釋義文件 (請參閱英文版本) 冷靜期指引 (指引29) 釋義文件 (請參閱英文版本) 財務需要分析指引 (指引30) 釋義文件 (請參閱英文版本) 醫療保險業務指引 (指引31) 常見問題 (請參閱英文版本) 集團監管指引(指引32)* 釋義文件 * (請參閱英文版本) 申請授權經營特定目的業務的指引 (指引33) 就分紅業務的管治與基金管理的指引(指引34)(自2026年3月31日起生效) 就分紅業務設立與維持基金的指引(指引34)(生效至2026年3月30日) 就長期業務製備精算師調查報告指引(指引35) 就估值及資本規定的指引(指引36) *請參閱 釋義文件 以了解因應《2025年公司(修訂)(第2號)條例》的定立而對多項指引所作的說明。 除非另有說明,否則以上資料為PDF格式。請下載 Adobe Reader 以便瀏覽。如有需要請安裝 亞洲字型套件
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