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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

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

本文系统解析香港保险经纪公司转让的核心要点包括带合约牌照与清水牌的区别收购流程中的关键环节以及如何通过专业机构完成合规收购为内地企业进入香港保险市场提供实用指南
Financial card care question

Hong Kong insurance brokerage company acquisition,How much does it cost

随着内地访港客保险保费八年增长二十多倍香港保险经纪公司价值持续攀升本文解析收购价格影响因素客户账户监管要求并提供专业牌照代办服务助力把握大湾区发展机遇
Financial card care question

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

本文系统解析申请香港保险经纪牌照的核心条件与注意事项涵盖注册资金场地要求专业经验及监管机构等关键信息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

Hong Kong insurance brokerage company agent,Current license transfer

香港保险经纪牌照代办服务提供现牌转让选择详解保险经纪业务范围客户账户管理要求及大湾区发展带来的市场机遇助您合规进入香港保险市场
Financial card care question

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

本文系统分析香港保险经纪公司转让市场现状重点解读带保诚友邦等主流保险公司合约的经纪公司转让价值评估要点涵盖PIBA与CIB两类牌照公司的报价差异合约谈判策略及合规转让流程
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满足行政总裁资格资本净值专业保险及客户账户分离等严格合规要求确保业务合法规范运营
Financial card care question

收购香港保险经纪牌照自有转让

本文详细解析香港保险经纪牌照的转让与收购流程包括市场优势监管体系保险科技发展机遇以及粤港澳大湾区背景下的行业前景
Financial card care question

What are the requirements for new application for Hong Kong insurance brokerage license and license transfer?

香港保险经纪牌照现由保监局统一监管申请需满足场地、personnel、资金等条件市场存在牌照转让机会含CE挂靠现有合约及佣金谈判等完整方案适合快速合规开展业务
Financial card care question

Hong Kong insurance brokerage license transfer and sale

香港保险经纪牌照转让已成为内地企业布局境外市场的重要途径本文系统解析转让流程、Cost structure、收购要点及市场现状提供实用指南
Financial card care question

Hong Kong insurance broker license application conditions and application process

This article explains in detail the application requirements for a Hong Kong insurance brokerage license.、办理流程及常见问题,Covers company registration、资金要求行政总裁资格等关键信息并提供审批时间和注意事项