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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

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Hong Kong insurance brokerage company with insurance company contract transfer

Hong Kong insurance brokerage company license transfer,包含安盛、Allies、保诚等多家保险公司合约及4号金融牌照提供牌照类别合约详情转让意向及报价指南适用于寻求香港保险经纪业务合规拓展的企业
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Hong Kong insurance broker license application conditions.

自香港保监局接管监管后保险经纪牌照办理条件有所调整涉及行政总裁资格、10万港元以上股本账户分离及文件留存等核心要求
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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市场的主流方式本文系统分析转让流程、capital requirements、人才配置及市场趋势对比新申请与转让的差异并提供合规操作建议
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Transferring 8 points of Prudential AIA contract to a Hong Kong insurance brokerage company

本文详细解析两类香港保险经纪公司转让案例一是带保诚友邦等8个合约的PIBA牌照公司报价约*00万港币二是无合约的CIB牌照公司报价约*80万港币涵盖公司资质合约情况CE费用谈判及股权变更全流程
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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转让协议要点与注册申请全流程涵盖法人资质要求保监会核查办理时间等关键环节,A practical guide for investors。
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Hong Kong insurance license popular - Guide for mainland companies to apply to acquire Hong Kong insurance brokerage companies

内地资本赴港收购保险经纪牌照交易激增香港的监管环境政策优势和市场自由度成为主要吸引力本文解析收购趋势申请指南与合规要点
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Hong Kong insurance brokerage company established

本文系统解析香港保险经纪公司设立的全流程包括注册要求牌照申请条件保险经纪人资格获取并对比分析收购现成公司的方案优势为投资者提供合规进入香港保险市场的实用指南
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、审批周期及最新政策变化,A practical guide for investors interested in entering the Hong Kong insurance market。
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申请香港保险经纪牌照需要多长时间

香港保险经纪牌照申请通常需要数月时间需满足5000万元实缴注册资金股东三年无违规记录等条件申请流程包括准备20余种材料并提交保监会审批股东背景对申请难度有显著影响
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Hong Kong insurance brokerage company acquisition fees and procedures

本文详细解析香港保险经纪公司收购的费用构成流程步骤及资质评估要点帮助收购方高效部署香港保险经纪市场