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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 license transfer

本文系统解析香港保险经纪牌照的申请条件与转让流程包括1000万港币注册资金要求专业经验资质行政负责人规定以及实际经营所需的保险合约获取等关键信息
Financial card care question

Hong Kong insurance brokerage company registration conditions and procedures

香港保险经纪公司注册需满足保监局的严格审批要求,Includes paid-up capital、专业人员资质等条件本文详细解析注册流程与最新政策,A practical guide for investors interested in entering the Hong Kong insurance market。
Financial card care question

Hong Kong insurance brokerage company with contract transfer

香港保险经纪牌照转让市场分析包含PIBA和CIB两类长期牌照的详细转让信息报价范围公司背景已签约保险公司(如MassFTAXA)CE费用谈判空间及近年业务收入数据同时探讨香港保险监管趋严背景下牌照申请难度与行业发展趋势
Financial card care question

Hong Kong insurance brokerage license application、Insurance adjuster license transfer

本文系统介绍香港保险经纪牌照的三种获取方案新办理方案需5-6个月并满足特定条件收购带三大保险公司合约的方案仅需1-5个月收购小型保险公司方案同样高效涵盖行政总裁要求、office lease、居民董事比例等办理要点
Financial card care question

Hong Kong insurance brokerage company acquisition fees and procedures

香港保险经纪公司收购涉及费用评估资质核查债务清理及股权转让等关键步骤费用受公司资质有效期债务状况等因素影响需通过专业团队进行全面评估完整收购流程包括签订协议信息变更等环节确保合规获取经营资格
Financial card care question

Hong Kong insurance brokerage company with contract transfer

本文详细解析香港保险经纪牌照转让市场重点介绍PIBA和CIB两类长期牌照的转让报价合约情况CE费用及主营业务并探讨在香港监管趋严背景下牌照申请的难点与行业发展趋势
Financial card care question

Hong Kong insurance brokerage company for sale

香港保险经纪公司转让涉及牌照价值评估、Change of shareholders、现有合约处理等关键环节保险经纪人作为投保人的风险管理顾问其公司转让需关注合规流程与市场定位
Financial card care question

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

The development of Hong Kong’s insurance brokerage market is mainly due to foreign insurance companies,内地企业可通过收购香港保险经纪公司进入市场转让资源包括清水牌和带合约公司涉及合约审查流程办理及专业机构协助确保合规完成牌照转让
Financial card care question

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

本文对比香港保险经纪牌照从零申请(约80万港币/半年)与现成公司转让(150-500万港币/2-3个月)两种方案深入分析佣金结构系统建设服务管理等核心运营挑战为从业者提供实用避坑指南
Financial card care question

Hong Kong Insurance Brokerage Company Transfer Agreement,Hong Kong insurance brokerage company application registration process

本文详细介绍了香港保险经纪公司的转让协议要点和注册申请全流程包括资质变更要求新法人条件办理时间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