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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 Broker License Application Guide

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New application and transfer process for Hong Kong insurance broker license

本文系统介绍香港保险经纪牌照的新申请和转让两种获取方式涵盖申请步骤、Qualification requirements、审批机构及所需材料为有意进入香港保险经纪市场的从业者提供实用指南
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Required license to operate insurance business in Hong Kong,Hong Kong insurance brokerage company transfer

本文提供香港保险经纪公司转让的详细资源信息包括带保诚友邦合约的现成公司报价并系统解析香港保险经纪牌照的申请条件与合规要求
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Transferring 8 points of Prudential AIA contract to a Hong Kong insurance brokerage company

本文介绍两家香港保险经纪公司转让详情一家持有PIBA牌照并附带保诚友邦等合约另一家为CIB牌照专注一般保险业务涵盖报价合约条件及转让流程关键点
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Hong Kong insurance brokerage company transfers association certificate issued by CIB or PIPA

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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布局香港市场的主要方式需满足保监局资格要求包括10万港元资本和行政总裁任职条件近年内地企业收购案例显著增加
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How to register a Hong Kong insurance brokerage company?Conditions for registering a Hong Kong insurance brokerage company?

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Hong Kong insurance brokerage license application threshold and processing requirements

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香港保险代理经纪牌照代办理申请条件要求流程是什么

Application for Hong Kong insurance brokerage license requires company registration、capital、Personnel and other conditions,可选择新办理或收购现成公司两种方案新办理周期约6个月需100万港币验资收购周期1-2个月可选择带三大保险公司合约或不带合约的牌照
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Hong Kong insurance is popular,How to apply for transfer of Hong Kong insurance brokerage license?

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