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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

Hong Kong’s insurance industry is improving,How does a mainland company apply for a Hong Kong brokerage license?,How much does that cost?

随着香港保险市场的发展内地公司申请香港保险经纪牌照的需求日益增长本文系统介绍申请条件审批流程费用构成及最新政策要求为有意进入香港保险经纪市场的企业提供实用指南
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注册资金1000万港币、Professional experience、Conditions such as venue and insurance company recommendation letter,现由香港保监局审批本文系统解析申请要求转让流程及行业监管框架
Financial card care question

Consultation on transfer of Hong Kong insurance broker license company Hong Kong insurance broker license

This article explains in detail the application requirements for a Hong Kong insurance brokerage license.、监管机构要求及实际操作注意事项涵盖资金门槛专业资质和行业合作等关键信息
Financial card care question

Hong Kong insurance brokerage company registration,Set up a Hong Kong insurance brokerage company

本文系统解析香港保险经纪公司注册与设立的全过程重点说明申请条件牌照办理要求及保险经纪人资质标准为投资者提供合规进入香港保险市场的实用指南
Financial card care question

Hong Kong insurance brokerage company transfers Prudential AIA contract

提供香港保险经纪公司转让服务包含保诚友邦合约资源及详细报价。Covers application requirements、资产要求合规要点及三家保险公司转让资源的具体信息
Financial card care question

Hong Kong insurance brokerage company transfer process?

本文系统解析香港保险经纪公司转让的完整流程涵盖从资质审核到股权变更的关键步骤重点分析收购方需注意的风险因素和规避策略为有意通过转让方式进入香港保险经纪市场的投资者提供实用指南
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核心要素包括PIBA与CIB两类公司的差异已签保险合约价值评估报价参考及股权变更流程为企业提供合规高效的转让方案
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Hong Kong Insurance Brokerage Company Transfer Agreement,Hong Kong insurance brokerage company application registration process

本文系统解析香港保险经纪公司注册与转让的全流程,Covers application requirements、Legal person requirements、保监会核查及变更手续等关键环节,Provide investors with compliance operation guidelines。
Financial card care question

What are the requirements for new application for Hong Kong insurance brokerage license and license transfer?

香港保险经纪牌照现由保监局统一监管申请需满足场地、personnel、资金等核心条件转让市场提供含CE挂靠现有合约的成熟资源助力快速合规入市
Financial card care question

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系统分析牌照转让的市场趋势、regulatory requirements、收购注意事项及实际案例为投资者提供全面决策参考