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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 process

This article details the application requirements for an insurance brokerage license in Hong Kong.、办理流程及最新政策要求包括实缴资本管理人员资质材料审核等关键环节,A practical guide for investors interested in entering the Hong Kong insurance market。
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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年共发放762张经纪牌照转让资源包括无合约清水牌和已签约的带资产公司收购需重点关注合约条款、Administrative changes and professional agency assistance。
Financial card care question

Hong Kong insurance broker license application conditions and procedures.

To apply for a Hong Kong insurance broker license, you must meet the age requirements、Qualifications、股本等多方面条件通过保监局审批流程后方可开展保险经纪业务
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Hong Kong insurance brokerage company transfers association certificate issued by CIB or PIPA

本文详细解析香港保险经纪公司转让CIB或PIPA颁发的协会证书的完整流程涵盖牌照类别转让报价合约情况等关键信息为有意进行牌照转让的企业提供实用指南
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How to apply for transfer of Hong Kong insurance broker license,Hong Kong insurance is popular,

香港149号牌照是保险经纪业务的关键资质需满足500万港币注册资本要求同时解析1号证券交易、4号证券咨询、9号资产管理牌照的功能差异提供现成牌照转让信息与合规办理指引
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Conditions and precautions for applying for a Hong Kong insurance broker license

本文系统解析香港保险经纪牌照的申请条件包括注册资金、Professional experience、推荐信等核心要求以及香港保监局的最新审批流程和实际经营注意事项
Financial card care question

Acquisition process and transfer conditions of Hong Kong insurance brokerage license

本文系统介绍香港保险经纪牌照的收购与转让全流程包括标的筛选、due diligence、Contract signing、注册处变更等关键步骤并详细说明行政总裁、Paid-in capital、公司资质等核心条件与注意事项
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2018New regulations on the transfer of insurance brokerage companies in Hong Kong_Hong Kong insurance brokerage license application

Hong Kong No. 1、4Number、9号牌照针对不同业务活动申请时间约6个月企业可通过注册申请或直接收购已获牌公司两种方式获取需满足资金、site、人员等具体要求
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Hong Kong insurance brokerage company transfer_with contract and Qingshui brand Hong Kong insurance brokerage license for sale

香港保险经纪市场主要依赖外资保险公司,Mainland companies can enter the market by acquiring brokerage companies with contracts or clear water licenses。转让涉及牌照类型选择合约审核及行政变更等专业流程建议委托机构协助以规避风险
Financial card care question

Conditions for applying for a Hong Kong insurance broker license、Process

This article details the application requirements for an insurance brokerage license in Hong Kong.、办理流程及关键注意事项包括CIB与PIBA两大审批机构账户设置要求办理时间周期等核心内容为机构合规开展香港保险业务提供实用指南