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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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Process of acquiring Hong Kong insurance brokerage license、Transfer conditions

本文系统解析香港保险经纪牌照的收购与转让全流程涵盖标的筛选、due diligence、Contract signing、Key steps such as registration changes,并详细说明转让条件及收购注意事项,A practical guide for investors interested in entering the Hong Kong insurance market。
Financial card care question

Hong Kong insurance brokerage company agent,Current license transfer

随着香港保险业热度提升开设保险经纪公司成为热门选择本文系统解析牌照申请要求业务范围限制及大湾区发展机遇提供一站式代办服务指南
Financial card care question

New application and transfer process for Hong Kong insurance broker license

本文全面介绍香港保险经纪牌照的新申请与转让流程包括成立公司获取许可证持牌人要求及转让所需文件等关键步骤为从业者提供实用指南
Financial card care question

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

本文详细解析香港保险经纪公司转让的两种主要类型带合约的经纪公司与清水牌(无合约)牌照涵盖收购流程费用对比注意事项及专业机构选择建议帮助内地企业合规进入香港保险市场
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严格的审批标准,Includes paid-up capital、专业人员配备及完善制度等要求本文详细解析注册条件与完整流程
Financial card care question

Hong Kong insurance brokerage company equity transfer provides target

香港保险经纪公司股权转让标的包含安盛、Allies、保诚等10余家保险合约持有4号金融牌照业务正常经营转让报价X00万港币CE可协商安排
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)两种途径深入分析佣金获取系统建设服务管理等运营关键揭示常见失败原因与避坑策略
Financial card care question

Acquisition of Hong Kong Insurance Brokerage License_Transfer of Hong Kong Insurance Brokerage License

随着香港保险经纪牌照审批收紧通过收购转让方式获取资质成为投资者重要选择本文解析审批要求资格条件及市场案例提供合规获取牌照的实用指南
Financial card care question

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

This article explains in detail the application requirements for a Hong Kong insurance brokerage license.、办理流程及关键注意事项包括CIB与PIBA审批差异账户设置要求办理时间周期等实用信息为机构合规开展香港保险业务提供全面指导
Financial card care question

Hong Kong insurance broker license application conditions and procedures

本文系统介绍香港保险经纪牌照的申请条件与完整流程涵盖年龄资历要求股本净资产规定专业弥偿保险等关键要素并详细说明保监局审批步骤及后续合规要求