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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 insurance brokerage license is transferred and sold with insurance company contract and clear water license

香港保险经纪牌照获取主要有三种方式新办理需5个月并实缴100万港币收购带三大保险公司合约的现成公司仅需1-2个月清水牌则无保险合约不同方案在时间资金和资源配备上各有优劣
Financial card care question

How much does it cost to acquire a Hong Kong insurance brokerage license?

香港保险经纪牌照审批趋严直接收购现有牌照成为快速进入市场的有效途径本文详细解析牌照收购费用、Application conditions、材料要求及香港保监局最新监管动态
Financial card care question

Hong Kong insurance brokerage license application,Apply for a Hong Kong insurance broker license

香港保险经纪牌照申请需满足严格的资格要求包括保险经纪人需年满21周岁并具备两年以上管理经验公司需备存10万港元以上股本本文详细解析申请条件与办理流程
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方式本文系统解析牌照转让的具体要求操作流程及费用考量并分享上市公司收购案例助您高效完成香港保险经纪牌照的获取与业务开展
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、资金等条件市场存在牌照转让机会涉及CE挂靠现有合约及佣金谈判等关键环节为快速获取合规资质提供选择
Financial card care question

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

注册香港保险经纪公司需满足多项条件包括经纪人需年满21岁持有香港工作签证具备中五以上学历公司需有10万港元以上股本香港保监局监管严格审批标准明确
Financial card care question

Hong Kong insurance brokerage company transfer_with contract and Qingshui brand Hong Kong insurance brokerage license for sale

香港保险经纪公司转让涉及带合约资产与清水牌两种类型需重点关注合约佣金期限行政总裁变更及牌照申请流程专业机构协助可有效规避风险确保合规完成收购
Financial card care question

Hong Kong insurance broker license application process

本文系统介绍香港保险经纪牌照的申请条件办理流程及最新政策要求包括实缴资本管理人员资质等关键要素,A practical guide for investors interested in entering the Hong Kong insurance market。
Financial card care question

Transfer of Hong Kong insurance brokerage company_Hong Kong insurance brokerage license application_Buy and sell

香港保险经纪公司转让的核心是牌照转让涉及CE变更资产审核及合规经营要求自监管权转移后审批标准调整市场转让信息资质差异大费用悬殊了解全流程与关键风险点至关重要
Financial card care question

Hong Kong insurance broker license application process

本文系统介绍香港保险经纪牌照的完整办理流程,including application requirements、Material preparation、审批步骤及最新政策要求,A practical guide for investors interested in entering the Hong Kong insurance market。