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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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香港保险代理经纪牌照代办理申请条件要求流程是什么

This article details the application requirements for an insurance brokerage license in Hong Kong.、新办理与收购两种方案的流程时间周期及资金要求包括行政总裁资格公司注册要求及与三大保险公司的合约选择为计划进入香港保险市场的企业提供实用指南
Financial card care question

Hong Kong insurance brokerage license application requirements and procedures

This article details the application requirements for an insurance brokerage license in Hong Kong.、办理流程及常见问题,Covers company registration、资金要求、Key elements such as CEO qualifications,并提供实用指导
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Hong Kong insurance brokerage company transfer_Hong Kong insurance brokerage license for sale

香港保险经纪市场因外资保险公司而蓬勃发展截至2018年已有762张经纪牌照转让资源包括未签约的清水牌和已与安盛富通等签约的带资产公司收购时需重点审查合约条款行政变更及资金来源
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New transfer of association certificate issued by CIB or PIPA, a Hong Kong insurance brokerage company

本文提供香港保险经纪牌照转让的完整指南包括三种现成牌照资源的具体报价(友邦+保诚带CE高佣金低佣金及清水牌)并详细解析香港保险经纪公司的申请条件如公司注册要求股本标准行政总裁资格及客户账户管理规定帮助投资者快速合规进入香港保险市场
Financial card care question

Hong Kong insurance brokerage company registration_establishment

香港保险经纪公司注册设立需满足缴足股本管理人员资质等多方面条件重点在于保险经纪牌照的办理本文详细解析申请要求流程及通过收购快速获取资质的方案
Financial card care question

Procedures for applying for a Hong Kong insurance brokerage company license,Hong Kong insurance brokerage company license transfer

2020年金融监管改革后香港保险业迎来新机遇申请保险经纪牌照需满足注册资本5000万元员工资质等条件外资与合资公司另有特定要求本文系统解析办理流程与转让注意事项
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Hong Kong insurance brokerage license transfer and sale

香港保险经纪牌照转让已成为内地企业布局境外市场的重要途径本文详细解析转让流程费用标准资质要求及收购注意事项帮助您规避风险高效完成牌照收购
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Hong Kong insurance license popular - Guide for mainland companies to apply to acquire Hong Kong insurance brokerage companies

证券时报报道显示内地自今年2月起未发放新保险牌照促使上市公司转向香港收购保险经纪牌照香港的监管环境政策优势和市场自由度成为吸引内地资本的关键因素今年以来百亿港元级交易频现
Financial card care question

Hong Kong Insurance Broker License Application Guide

本文系统解析香港保险经纪牌照的申请条件与办理流程包括资格经验要求股本净资产规定专业弥偿保险等核心内容帮助申请人高效完成资质获取
Financial card care question

Acquisition process and transfer conditions of Hong Kong insurance brokerage license

本文详细介绍了香港保险经纪牌照的收购与转让全流程包括标的筛选、due diligence、Contract signing、注册处变更等步骤并重点说明了行政总裁不变更实缴资本证明等关键条件与注意事项