保险机构投资者股票投资管理暂行办法

发布日期: 2008-09-17


第十六条 保险机构投资者为投资连结保险设立的投资账户,投资股票的比例可以为100%。
  保险机构投资者为万能寿险设立的投资账户,投资股票的比例不得超过80%。
  保险机构投资者为其他保险产品设立的独立核算账户,投资股票的比例,不得超过中国保监会的有关规定。
  保险机构投资者为上述保险产品设立的独立核算账户,投资股票的比例,不得超过保险条款具体约定的比例。

Article 16 In an investment account set up by an insurance institutional investor for investment-linked insurance, the proportion of stock investments may be 100%.

In an investment account set up by an insurance institutional investor for universal life insurance, the proportion of stock investments may not exceed 80%.

In an independent account set up by an insurance institutional investor for other insurance products, the proportion of stock investments may not exceed the relevant rate prescribed by CIRC.

In an independent account set up by an insurance institutional investor for the above mentioned insurance products, the proportion of stock investments may not exceed the proportion specifically agreed upon in the insurance clauses.

 

第三十六条 保险机构投资者运用下列资金,应当分别开立证券账户和资金账户,分别核算:
  (一)传统保险产品的资金;
  (二)分红保险产品的资金;
  (三)万能保险产品的资金;
  (四)投资连结保险产品的资金;
  (五)中国保监会规定需要独立核算的保险产品资金。

Article 36 An insurance institutional investor shall, when making use of the following funds, separately open a securities account and a fund account for separate accounting:
(1) funds for traditional insurance products;
(2) funds for participating insurance products;
(3) funds for universal insurance products;
(4) funds for investment-linked insurance products; or
(5) funds for insurance products required by CIRC to be subject to independent accounting.