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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

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前期标的筛选、due diligence、Contract signing、Key steps such as registration changes,并系统解析了转让所需满足的合规条件与注意事项
Financial card care question

Hong Kong insurance brokerage license transfer

香港保险经纪牌照转让成为内地企业快速布局香港市场的有效途径相比新申请更高效本文解析转让资格资本要求及市场趋势帮助企业合规进入香港保险业
Financial card care question

Transferring 8 points of Prudential AIA contract to a Hong Kong insurance brokerage company

本文详细解析香港保险经纪公司转让的市场情况涵盖PIBA和CIB两类牌照公司的具体信息已签约的保诚友邦等保险公司价值报价范围以及完整的股权变更流程
Financial card care question

Hong Kong insurance brokerage license acquisition fee

香港保险经纪牌照收购费用受实缴股本资质有效期经营状况等多因素影响本文解析内地与香港牌照要求差异提供评估牌照含金量的关键要点帮助收购方做出明智决策
Financial card care question

What are the requirements for registering a Hong Kong insurance brokerage company?

本文系统解析注册香港保险经纪公司的具体条件包括经纪人年龄学历要求股本资产规定及保监局审批流程为有意进入香港保险市场的从业者提供清晰指引
Financial card care question

Transfer of Hong Kong Insurance Broker License Company Hong Kong Insurance Broker License

香港保险经纪牌照申请需满足1000万港币注册资金CE5年专业经验及3家保险公司推荐信等条件本文系统解析申请流程转让注意事项及行业监管机构为进入香港保险市场提供完整指南
Financial card care question

How to apply for a Hong Kong insurance brokerage license and what are the requirements?

办理香港保险经纪牌照需满足实收资本1000万元以上持证员工比例固定营业场所等条件外资公司还需具备20年以上经验年营收超1亿美元等额外要求
Financial card care question

Price process for acquiring a Hong Kong insurance brokerage company,With insurance broker license

本文详细介绍了香港保险经纪公司的收购市场价格完整操作流程以及带牌照转让的具体事项包含友邦保诚等机构的现有资源分析并解读相关监管规定与业务优势
Financial card care question

Hong Kong insurance adjuster company transfer price,Analysis of acquisition details

香港保险公估公司转让价格差异主要取决于资质情况收购时需重点关注保监局对诚信经营与偿付能力的要求以及行政总裁的专业资格与经验条件
Financial card care question

Hong Kong insurance brokerage company equity transfer provides target

香港保险经纪公司股权转让标的包含4号金融牌照及安盛、Allies、保诚等10余家保险合约公司成立于2000年业务正常经营报价可协商附2017年香港保险市场数据及转让条件详情