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

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

香港保险经纪牌照申请需满足严苛条件包括10万港元以上股本管理人员两年以上保险管理经验等本文详解申请要求与高效办理途径
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满足1000万港币注册资金CE5年以上专业经验香港本地行政负责人及3家保险公司推荐信等核心条件由香港保监局统一审批实际经营还需保险合约支持
Financial card care question

Consultation on transfer of Hong Kong insurance broker license company Hong Kong insurance broker license

This article details the application requirements for an insurance brokerage license in Hong Kong.、审批流程及实际经营要求包括注册资金、Professional experience、推荐信等关键要素并解析了香港保险经纪行业的监管体系与市场现状
Financial card care question

Hong Kong insurance brokerage company license transfer

香港保险经纪牌照申请需满足1000万港币实缴资本专业办公场地及5年以上行业经验等核心条件本文详细解析牌照转让流程监管机构要求及实际经营中保险合约获取的实操要点
Financial card care question

Hong Kong insurance brokerage company acquisition process

香港保险经纪公司收购是快速获得业务资质的有效途径本文系统解析从资质审查费用评估到股权变更的全流程帮助投资者规避风险顺利开展保险经纪业务
Financial card care question

Hong Kong insurance broker license agency fees and application details

Application for Hong Kong insurance brokerage license requires company registration、10万港元股本专业行政总裁及300万港元偿付准备金等条件代办涉及具体费用与合规要求适合资金实力较强的投资者通过转让方式快速开展业务
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包括标的筛选、due diligence、Contract signing、Key steps such as registration changes,并详细说明转让所需满足的公司注册、Office address、行政总裁注册资本等核心条件同时提供实际操作中的注意事项
Financial card care question

Hong Kong insurance brokerage company transfers Prudential AIA contract

本文介绍香港保险经纪公司转让资源包含保诚和友邦保险公司合约的具体报价方案同时详细说明申请保险经纪牌照的条件和要求
Financial card care question

Hong Kong insurance is popular,How to apply for transfer of Hong Kong insurance brokerage license?

本文系统解析香港保险经纪牌照的两种获取方式从零申请约需80万港币及半年时间或购买现成公司需150-500万港币但流程更快深入探讨保险经纪公司运营中佣金获取系统建设服务管理等核心挑战分享行业实践经验与常见误区
Financial card care question

How to apply for a Hong Kong insurance brokerage company license and get it quickly

本文详细解析香港保险经纪公司牌照的申请要点包括合资形式要求五大保险公司资质对比以及保险经纪人与代理人的核心区别提供快速下证的专业建议