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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 license application requirements and procedures

本文全面解析香港保险经纪牌照的申请条件与办理流程涵盖公司注册要求、Share capital requirements、行政总裁资格偿付准备金等核心要素并提供常见问题解答与实用建议
Financial card care question

Hong Kong insurance brokerage license transfer

随着内地赴港投保需求持续增长香港保险经纪牌照转让成为企业快速入局的主流方式本文系统分析转让流程资本门槛人才要求及政策优势为收购方提供实操指南
Financial card care question

Specific procedures for transfer of Hong Kong insurance brokerage companies

本文系统解析香港保险经纪公司转让的全流程包括资质要求风险规避及第三方收购建议为投资者提供安全高效的业务准入方案
Financial card care question

Hong Kong insurance brokerage company license transfer

香港保险经纪牌照申请需满足注册资金1000万港币、5年以上专业经验等条件,It is now uniformly reviewed and approved by the Hong Kong Insurance Regulatory Bureau.。本文系统解析牌照转让全流程及实际操作注意事项
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Conditions for applying for a Hong Kong insurance broker license、Process

本文详细介绍香港保险经纪牌照的申请条件办理流程及相关注意事项包括公司资质要求、Approval body、账户设置办理时长等核心内容为机构申请牌照提供实用指导
Financial card care question

Hong Kong insurance broker license application conditions and procedures.

本文详细介绍了香港保险经纪牌照的申请条件与流程包括年龄要求资格经验股本净资产专业弥偿保险等核心条件以及从材料准备到保监局审批的完整步骤为申请人提供全面指导
Financial card care question

Hong Kong insurance brokerage company application requirements and processing fees

This article explains in detail the application requirements for a Hong Kong insurance brokerage license.、capital requirements、专业资格等核心要素对比内地与香港保险市场环境差异提供完整的办理流程和费用说明助力企业合规拓展跨境保险业务
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Hong Kong insurance brokerage license transfer process and acquisition price

Hong Kong insurance brokerage licenses are divided into clear water licenses、带小保险公司合约及带三大保险公司合约三种类型收购时需重点关注CE人员稳定性合约期限及公司合规性完整流程包括尽职调查股转协议签署保监会审核等关键环节价格因合约类型差异显著
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What are the requirements for registering a Hong Kong insurance brokerage company?

本文系统解析注册香港保险经纪公司所需满足的各项条件涵盖经纪人资质股本要求及香港保监局的最新监管政策为有意进入香港保险经纪市场的投资者提供实用指南
Financial card care question

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高效途径需满足保监局的资格资本及人才要求与内地审批制度存在显著差异