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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

Conditions and precautions for applying for a Hong Kong insurance broker license

申请香港保险经纪牌照需要满足注册资金1000万港币专业经验要求保险公司推荐信等核心条件同时需了解香港保监局的审批流程及行业监管体系
Financial card care question

Hong Kong insurance brokerage company registration_agent

香港保险经纪公司注册需满足保监局对从业人员资格公司资本及管理制度的严格要求本文系统解析注册流程政策要点及常见问题为投资者提供实用指导
Financial card care question

Hong Kong Insurance Brokerage License Application Requirements Process

本文详细解析香港保险经纪牌照的申请条件与流程涵盖年龄要求资格经验股本净资产等核心条件以及向香港保监局提交材料的具体步骤帮助申请人了解最新政策并顺利完成申请
Financial card care question

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

本文系统解析香港保险公估公司转让的价格差异因素详细说明收购时需注意的资质条件保监局审批关键点以及行政总裁的专业要求为有意收购者提供全面指导
Financial card care question

Acquisition process and transfer conditions of Hong Kong insurance brokerage license

本文系统介绍香港保险经纪牌照的收购与转让全流程涵盖标的筛选、due diligence、Contract signing、注册处变更等关键环节并详细说明转让条件注意事项及实缴资本证明要求
Financial card care question

Hong Kong insurance brokerage license acquisition fee

香港保险经纪牌照收购费用因实缴股本要求、Business conditions、政策等因素而异本文解析香港与内地牌照发放差异提供从资质有效时间经营范围等多角度评估牌照含金量的实用指南帮助收购方做出明智决策
Financial card care question

Who wants to buy a Hong Kong insurance brokerage company?,Transfer of several current cards

随着大湾区政策放宽香港保险公司设立销售点保险经纪牌照转让市场迎来新机遇本文解析牌照类型转让流程及合规要点为投资者提供专业指导
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要求申请人年满21周岁并具备两年保险管理经验公司需满足10万港元股本及资产要求香港保监局审批严格需符合实缴资本管理人员资质等标准
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.、流程及最新监管要求涵盖注册资金、Professional experience、场地要求等关键要素帮助您全面了解香港保险经纪行业准入规范
Financial card care question

Hong Kong insurance brokerage company for sale

本文系统解析香港保险经纪公司转让的核心要素涵盖牌照类型现有合约处理佣金优化策略及办公场地过渡等关键环节为有意向的买卖双方提供专业指导