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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

2019Hong Kong insurance brokerage insurance agency company transfer

香港保险中介公司转让市场现状申请难度高促使收购成为主流选择本文解析包含安盛、Allies、保诚等10余家保险合约的4号牌照公司转让要点并解读最新保监局代理规则调整
Financial card care question

Hong Kong insurance broker license application conditions and procedures

本文详细解析香港保险经纪牌照的申请条件与流程包括年龄要求资格经验股本净资产等关键要素帮助申请人了解保监局最新审批政策
Financial card care question

Registration requirements for insurance brokerage business in Hong Kong

香港保险经纪业务需向保险业监理处申请授权要求包括适当人选资格最低资本净值专业弥偿保险及独立客户账户等本文详细解析申请条件与流程
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PIBA和CIB两类保险经纪公司的转让情况包括已签订的保诚友邦等保险公司合约价值评估报价范围业务类型分析以及股权变更的合规流程要点
Financial card care question

Hong Kong insurance agency license transfer

本文系统分析香港保险代理牌照转让的市场行情包括公司报价CE挂靠方案保险公司合约获取方式等核心要素,Provide practical reference for investors interested in entering the Hong Kong insurance market。
Financial card care question

Hong Kong insurance brokerage license acquisition fee

The cost of acquiring a Hong Kong insurance brokerage license depends on the validity period of the qualification.、It varies depending on factors such as operating conditions and policies.。收购方需全面评估牌照含金量而非仅关注费用本文对比内地与香港牌照要求解析影响费用的关键因素
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进入香港保险市场的有效途径相比新申请更高效本文解析转让资格要求资本门槛及市场趋势帮助投资者合规布局香港保险业务
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涵盖经纪人年龄学历要求股本资产规定保监局审批政策等核心内容,A practical guide for investors interested in entering the Hong Kong insurance market。
Financial card care question

Hong Kong Insurance Brokerage License Acquisition

香港保险经纪牌照审批难度加大收购成为获取资质的有效途径了解保监局要求收购流程及市场案例助您合规布局香港保险市场
Financial card care question

Hong Kong insurance brokerage company license application requirements,Hong Kong insurance brokerage company license transfer

This article details the application requirements for an insurance brokerage license in Hong Kong.、审批流程及转让相关事宜,Includes paid-up capital、偿付准备金管理人员等具体要求帮助投资者了解香港保险经纪市场的准入规则