Date
Company
Subject
2016-04-06
Chow Tai Fook Life Insurance Company Limited
[Underwriting Guideline] - Ageas - UPDATE on Financial Needs Analysis
2016-05-23
Chow Tai Fook Life Insurance Company Limited
[Underwriting Guideline] - Ageas - Updates on GN16; Proper Sales Practice and its applications for GN15, GN16 & FNA Initiative
2015-11-02
AIA Co. (Bermuda) Ltd. (Brokerage Services)
[Underwriting Guideline] - AIA - Change of Insurance Plans in Pending Applications to AIA Vitality Series Insurance Products and Common Underwriting Issues
2015-10-28
AIA Co. (Bermuda) Ltd. (Brokerage Services)
[Underwriting Guideline] - AIA - Express Verification Service – Deadline Extension of Documents Submission to WSC
2016-11-17
AIA Co. (Bermuda) Ltd. (Brokerage Services)
[Underwriting Guideline] - AIA - Financial Need Analysis Express
2016-01-05
AIA Co. (Bermuda) Ltd. (Brokerage Services)
[Underwriting Guideline] - AIA - FNA Product Evaluation & Recommendation – OCI updated requirement
2016-05-05
AIA Co. (Bermuda) Ltd. (Brokerage Services)
[Underwriting Guideline] - AIA - GN16 – Operations Guidelines and Arrangement
2016-06-23
AIA Co. (Bermuda) Ltd. (Brokerage Services)
[Underwriting Guideline] - AIA - Guidance Note 16 (“GN16”) and Financial Needs Analysis (“FNA”) – Latest Operations Guidelines and Arrangement
2016-01-19
AIA Co. (Bermuda) Ltd. (Brokerage Services)
[Underwriting Guideline] - AIA - Guidance Note 16 (“GN16”) and Financial Needs Analysis (“FNA”) - Operations Guidelines and Arrangement
2016-03-14
AIA Co. (Bermuda) Ltd. (Brokerage Services)
[Underwriting Guideline] - AIA - Guidance Note 16 (“GN16”) and Financial Needs Analysis (“FNA”) - Operations Guidelines and Arrangement
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