2026-07-10

Added · Updated

Interpretation Note on Review Mechanism for Illustration Rate Caps in Benefit Illustration for Participating Policies

The Insurance Authority issued this Interpretation Note to establish a review mechanism for illustration rate caps in benefit illustrations for participating policies. The document provides specific guidance to authorized institutions on how to apply and adjust these caps to ensure compliance with regulatory standards. This measure aims to enhance transparency and accuracy in the presentation of projected benefits to policyholders.

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CIR

Current

Issue Date:

10 Jul 2026

IA circular of 10 July 2026.pdf (130.6 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Superseded Document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

10 Jul 2026

Interpretation Note issued by the Insurance Authority (“IA”) on the Review Mechanism for Illustration Rate Caps in Benefit Illustration for Participating Policies

Annex

Current

10 Jul 2026

Enclosure 2 - IA’s Interpretation Note

CIR

Current

10 Jul 2026

Interpretation Note issued by the Insurance Authority (“IA”) on the Review Mechanism for Illustration Rate Caps in Benefit Illustration for Participating Policies

Annex

Current

10 Jul 2026

Enclosure 2 - IA’s Interpretation Note

Cross referenced Document

Version History

Superseded Document

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