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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 established

本文系统解析香港保险经纪公司设立条件牌照申请难点及保险经纪人资格要求同时探讨通过收购现有公司快速获取资质的方案为投资者提供一站式合规布局指南
Financial card care question

2025Hong Kong insurance intermediary company transfer

2025年香港保险中介公司转让市场分析包含带三大保险公司合约的经纪公司转让信息附带4号金融牌照提供专业转让方案和业务指导
Financial card care question

Hong Kong insurance brokerage company registration_agent

香港保险市场开放活跃保险经纪公司注册涉及从业人员资格认证缴足股本及管理制度等多方面要求本文详细解析注册流程与关键条件,A practical guide for investors。
Financial card care question

Hong Kong insurance brokerage company transfers association certificate issued by CIB or PIPA

本文详细介绍了香港保险经纪公司转让PIBA和CIB牌照的具体情况包括两种牌照的报价范围、Year of company establishment、已签保险合约等核心信息为有意向的投资者提供全面参考
Financial card care question

Hong Kong insurance license popular - Guide for mainland companies to apply to acquire Hong Kong insurance brokerage companies

证券时报报道显示内地保险牌照发放已停滞多月促使上市公司转向香港收购保险经纪牌照今年以来交易金额达百亿港元且竞争激烈香港的监管优势与市场自由度成为主要吸引力
Financial card care question

Hong Kong insurance brokerage company transfers Prudential AIA contract

转让香港保险经纪公司资源含保诚友邦等保险公司合约提供不同报价方案。Detailed description of application requirements、合规要求及最新监管政策为收购提供全面指导
Financial card care question

Transfer of Hong Kong Insurance Brokerage License Qingshui License

香港保险经纪清水牌转让为行业新入者提供低成本进入市场的机会本文解析清水牌的市场报价公司背景及香港监管局的财务资源要求帮助您了解转让流程与合规注意事项
Financial card care question

Hong Kong insurance brokerage company transfers association certificate issued by CIB or PIPA

本文详细介绍了香港保险经纪公司转让CIB或PIPA颁发的协会证书的具体流程、License type、转让报价及业务要求为有意进行金融牌照交易的企业提供实用指南
Financial card care question

How much does it cost to acquire a Hong Kong insurance brokerage license?

香港保险经纪牌照申请因监管严格而难度加大直接收购现有牌照成为投资者快速进入市场的选择了解收购价格申请条件及最新监管要求至关重要
Financial card care question

Registration requirements for insurance brokerage business in Hong Kong

香港保险经纪业务需满足严格登记要求包括行政总裁需年满21岁具备保险资格及管理经验法团保险经纪需备存至少10万港元资产净值并须购买专业弥偿保险保险经纪须将客户款项存入独立账户并保存交易记录至少7年