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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 Broker License

香港保险经纪牌照是经营保险经纪业务的必备资质申请条件包括不低于5000万人民币注册资本固定经营场所及完善的公司制度互联网保险经纪发展迅速牌照申请需满足特定要求
Financial card care question

What are the requirements for registering a Hong Kong insurance brokerage company?

香港保险经纪公司注册需满足保监局严格监管要求包括经纪人年龄学历资质、10万港元以上股本与可支配资产以及完善的管治系统本文详解注册条件与申请流程
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Hong Kong insurance brokerage company transfers association certificate issued by CIB or PIPA

香港4号牌照是提供证券咨询服务的必备牌照申请需满足500万港币最低资本、3年以上相关经验等严格条件本文详细解析办理流程证监会审核标准及获牌后合规要求并提供现成牌照转让资源
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Transfer of Hong Kong Insurance Broker License Company Hong Kong Insurance Broker License

本文系统解析香港保险经纪牌照的申请条件与转让流程涵盖1000万港币注册资本专业经验要求监管机构变化等关键信息为从业者提供合规操作指南
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与转让流程涵盖资质要求审批难点及所需材料帮助读者了解如何合规获取牌照并拓展香港保险市场业务
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Hong Kong insurance brokerage company equity transfer provides target

香港保险经纪公司股权转让项目包含4号金融牌照及安盛、Allies、保诚等10余家保险公司合约公司成立于2000年左右业务正常经营香港保险市场2017年上半年表现强劲长期业务保费收入稳步增长
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2018Hong Kong Insurance Brokerage Application Disclosure,Transfer of a Hong Kong insurance brokerage company

本文系统解析2018年香港保险经纪牌照申请与转让的核心要点结合京东等互联网巨头布局案例分析牌照价值与市场趋势提供实用操作指南
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Hong Kong insurance brokerage application requirements

This article details the application requirements for an insurance brokerage license in Hong Kong.,包括保险专业代理机构和保险经纪人的高级管理人员任职资格要求注册资本实缴规定以及保险监督管理机构的审批标准和业务许可范围
Financial card care question

Hong Kong insurance brokerage license application requirements and procedures

This article details the application requirements for an insurance brokerage license in Hong Kong.,Includes company registration requirements、资本规定合规人员配置等核心要素并系统解析了从准备到审批的完整办理流程同时解答了常见问题如账户设置牌照收购选择等
Financial card care question

8 key points in Hong Kong insurance brokerage company transfer application

本文系统解析香港1、4、9号金融牌照的申请条件与收购方案涵盖实缴资本、Office address、持牌人要求等关键门槛对比新申请与现成收购的优劣势为企业在港开展证券交易投资建议及资产管理业务提供合规指引