Regulatory Alerts2019-04-02
Added · Updated
Guideline issued by the Insurance Authority on Qualifying Deferred Annuity Policy
The Insurance Authority issued this guideline on April 2, 2019, to establish standards for qualifying deferred annuity policies. The document outlines specific regulatory requirements and operational guidelines for authorized institutions selling these wealth management products. It serves as a direct regulatory reference alongside related circulars on the selling of annuity and life insurance products.
CIR
Current
Issue Date:
02 Apr 2019
20190402-1-EN.pdf (110.2 KB)
Topic:
Wealth Management & MPF - Insurance products
Group:
All Authorized Institutions
Directly related Document
Cross referenced Document
Version History
Superseded Document
Directly related Document
CIR
Current
06 Jun 2018
Selling of Annuity Insurance Products
CIR
Current
04 Aug 2015
Selling of Life Insurance Products
CIR
Current
08 Dec 2014
Selling of Non-Linked Long Term Insurance (“NLTI”) Products
Directly related Document
CIR
Current
06 Jun 2018
Selling of Annuity Insurance Products
CIR
Current
04 Aug 2015
Selling of Life Insurance Products
CIR
Current
08 Dec 2014
Selling of Non-Linked Long Term Insurance (“NLTI”) Products
Version History
Superseded Document
You may also be interested in
CIR
Current
06 Jun 2019
Sale of Medical Insurance Products
CIR
Current
25 Sep 2019
Enhanced Measures on Selling of Annuity Insurance Products
CIR
Current
25 May 2018
Expansion of Types of Life Insurance Products Eligible for Exemption from Financial Needs Analysis