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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

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保险经纪人需年满21岁持有香港工作签证具备中五以上学历公司需有10万港元以上股本及完善管治系统香港保监局监管严格了解这些要求对进入市场至关重要
Financial card care question

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

本文对比分析香港PIBA与CIB两类保险经纪公司的转让情况包括已签保诚友邦等合约的8个点详细说明以及无合约公司的转让方案涵盖报价CE费用主营业务等关键信息
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香港保险经纪公司转让价格,Analysis of acquisition details

本文系统解析香港保险经纪公司转让的市场价格差异成因重点阐述收购时需关注的资质状况香港保监局的两大核心审核标准并详细说明成为持牌保险经纪及行政总裁所需满足的资格经验与资本要求
Financial card care question

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

香港保险经纪市场主要依托外资保险公司发展内地企业可通过收购带合约或清水牌经纪公司进入市场转让涉及牌照类型选择合约审查行政变更等关键环节专业机构协助可显著提升效率
Financial card care question

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

Hong Kong insurance brokerage license application requires paid-up capital、管理人员经验及公司治理等严格条件本文详细解析办理流程与关键要求
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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资质审核、Equity changes、风险规避等关键环节为投资者提供进入香港保险经纪市场的合规路径与实操指南
Financial card care question

What are the requirements and how much does it cost to apply for the transfer and acquisition of a Hong Kong insurance brokerage license?

本文全面解析获取香港保险经纪牌照的两种核心路径新申请与公司收购详细说明申请条件(如公司注册、Equity、行政总裁要求)转让流程的关键环节并对比不同收购方案(如带三大保险公司合约的“清水牌”)的时长资金及人员安排为决策提供清晰指引
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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全面解析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

2019Hong Kong insurance brokerage insurance agency company transfer

香港保险中介公司转让市场因申请条件严格而收购需求旺盛,Involving AXA、友邦等多家保险合约及4号金融牌照最新监管政策允许代理保险公司增至5间
Financial card care question

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的转让协议要点与注册申请全流程包括资质变更步骤新法人要求及合规注意事项,A practical guide for investors。