about Us blog post Contact us

Contact us now

Copied 13417046218 to clipboard,Please add friends on WeChat。

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

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.、审批流程及注意事项涵盖注册资金、Professional experience、推荐信等核心要求并介绍香港保险经纪行业的监管机构与合规经营要点
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核心是牌照转移需满足资产门槛与CE资格要求转让涉及保监局审批合约重签及费用差异与香港保险资金全球投资优势密切相关
Financial card care question

2018New regulations on the transfer of insurance brokerage companies in Hong Kong_Hong Kong insurance brokerage license application

Hong Kong No. 1、4Number、9号牌照针对不同业务活动申请需满足注册资金办公场地等要求周期约6个月企业可通过新申请或收购现有牌照两种方式获取本文详细解析办理条件与转让流程
Financial card care question

Hong Kong insurance brokerage company with insurance company contract transfer

香港保险经纪牌照转让服务涵盖PIBA及长期牌照附带安盛友邦等保险公司合约提供明确报价转让流程及市场优势解析助力合规业务拓展
Financial card care question

Hong Kong insurance broker license application conditions and procedures

To apply for a Hong Kong insurance broker license, you must meet the age requirements、Qualifications、财务等条件通过保监局审批流程本文详细解析申请要求与步骤帮助申请人了解最新政策与注意事项
Financial card care question

Hong Kong insurance brokerage company registration_agent

香港保险经纪公司注册涉及资格认证股本要求及管理制度等多方面规定香港保险市场成熟内地投资者需求增长专业代办可协助高效完成注册流程
Financial card care question

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

香港保险经纪公司需满足特定资质要求其核心优势在于提供独立不偏不倚的专业意见本文详细解析牌照申请条件办理流程及行业准则帮助您全面了解这一正规渠道
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对比内地与香港政策差异涵盖经纪人资质股本要求及最新监管审批标准为投资者提供全面指导
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变化帮助有意在香港开展保险经纪业务的内地人士了解审批要求与注意事项
Financial card care question

Hong Kong insurance brokerage company application requirements and processing fees

本文全面解析香港保险经纪牌照的申请资格、capital requirements、专业经验等核心条件对比内地与香港市场差异并提供代办服务与现成公司转让方案帮助企业合规进入香港保险领域