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2019Hong Kong insurance brokerage insurance agency company transfer

Financial card care question

Hong Kong insurance brokerage companies are similar to mainland brokerage companies,They all provide insurance intermediary services.,Mainland insurance brokers stand in the direction of policyholders and provide them with the best insurance plan.。

In fact, this is not the case in Hong Kong.,There are only insurance companies and insurance intermediaries,The transferred company I am talking about is an insurance intermediary company in Hong Kong.,It is quite difficult to apply for such a company at present.,Most people still choose to buy,Because many people cannot meet the application requirements.。Information about the transferred Hong Kong intermediary company

  1. Intention to sell:clear。
  2. quote:X million Hong Kong dollars (negotiable,But not much space)
  3. insurance contract:AXA,Allies,Prudential has it,A total of 10 insurance contracts。Insurance agents have the highest commissions
  4. Other financial licenses under the company’s name:4license plate。
  5. CE:Can be affiliated or retained,The price needs to be discussed separately。
  6. Company business:Business is operating normally,But did not tell the specific turnover,Just a single license transfer,Take the business yourself。

Last year someone quoted x00W but it was not transferred。”香港保监拟持牌代理可代表保险公司增至5间格隆汇10月31日丨香港保监局就草拟的保险业(获授权保险人的最高数目)规则,Launch of two-month consultation。规则大致遵循现时香港保险业联会所发布保险代理管理守则中订明的框架

The IA recommends the total maximum number of insurance companies that each licensed individual insurance agent or insurance agency can represent.,Increased from 4 to 5 rooms,The upper limit for the number of life insurance companies remains at 2。


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Xu Wanting

Xu Wanting has been engaged in insurance and financial services compliance work in Hong Kong for many years,Responsible for the preparation of IA insurance brokerage regulatory compliance documents、Internal control process construction、AML system design、Regulatory filings and interactions with regulators。She is familiar with insurance product liability、sales compliance、Institutional requirements such as customer protection regulations and establishment of internal training and compliance systems。

Areas of expertise:IA Insurance Brokerage Regulatory Compliance Documentation、Internal control process construction、AML system design、Customer protection regulations、Internal training。

Previous institutions:Hong Kong insurance brokerage company & IA Compliance Team

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