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 Company Transfer Agreement,Application for Hong Kong Insurance Brokerage Company License

香港9号牌照是香港证监会颁发的资产管理牌照内地私募机构可通过此牌照在香港市场募资并为客户提供海外投资渠道。Application must meet company registration requirements、funds、人员资质及风控系统等严格条件办理流程需通过证监会全面评估
Financial card care question

Hong Kong insurance broker license agency fees and application details

本文全面解析香港保险经纪牌照的代办费用申请条件及申办细节,Covers company registration、Equity requirements、行政总裁资格偿付准备金等关键内容,A practical guide for investors。
Financial card care question

Is it easy to apply for insurance brokerage company in Hong Kong?,What are the registration procedures?

本文详细解析在香港申请保险经纪牌照的完整流程与条件要求涵盖资格审核资本规定专业保险等关键环节并提供申请时间预估及合规运营建议
Financial card care question

Hong Kong Insurance Broker License Application Guide

本文系统解析香港保险经纪牌照的申请条件办理流程及最新政策要求涵盖资格经验股本净资产专业弥偿保险等关键要素为计划进入香港保险经纪市场的企业提供实用指南
Financial card care question

New application and transfer process for Hong Kong insurance broker license

本文详细介绍了香港保险经纪牌照的新申请步骤审批要求以及公司转让的完整流程包括持牌人资格文件准备和合规要点为从业者提供实用指南
Financial card care question

Hong Kong insurance license popular - Guide for mainland companies to apply to acquire Hong Kong insurance brokerage companies

证券时报报道显示内地自今年2月起未发放新保险牌照促使上市公司转向香港收购保险经纪公司香港的监管环境政策优势和市场自由度成为吸引内地资本的主要因素今年以来百亿港元级交易频现
Financial card care question

Hong Kong insurance brokerage license transfer

随着内地企业加速布局香港保险市场通过保险经纪牌照转让获取经营资格成为主流方式本文详细解析转让流程监管要求及市场趋势为投资者提供合规进入香港保险经纪业的实用指南
Financial card care question

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

本文全面解析香港149号牌照的申请条件与办理流程包括500万港币资本门槛要求同时对比1号、4Number、9号牌照的业务范围差异并提供现成牌照转让信息为投资者提供合规金融业务拓展方案
Financial card care question

Hong Kong Insurance Brokerage Company Transfer Agreement,Application for Hong Kong Insurance Brokerage Company License

香港9号牌照是资产管理业务资格内地私募申请后可在香港募资并拓展海外投资渠道。Application must meet company registration requirements、funds、负责人及风控等严格条件证监会重点审核财务与人员资质
Financial card care question

Hong Kong insurance brokerage company transfer_Hong Kong insurance brokerage license for sale

香港保险经纪市场主要依托外资保险公司发展截至2018年共有762张经纪牌照转让资源包括无合约清水牌和已与安盛富通等签约的带资产公司收购需注意合约条款行政变更及资金来源审查