about Us blog post Contact us

Contact us now

Copied 13417046218 to clipboard,Please add friends on WeChat。

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 transfers association certificate issued by CIB or PIPA

本文系统介绍香港保险经纪公司转让PIBA或CIB协会证书的完整流程涵盖牌照类型报价标准公司资质及业务合约等关键信息为有意收购者提供实用指南
Financial card care question

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

本文全面解析香港证监会149号牌照的申请条件办理流程及转让机会同时详细说明1号证券交易、4号证券咨询、9号资产管理牌照的业务范围与区别为投资者提供合规开展香港金融业务的实用指南
Financial card care question

Hong Kong insurance broker license application conditions and procedures

本文详细解析香港保险经纪牌照的申请条件与流程包括年龄要求资历验证股本规定及保监局审批步骤帮助申请人全面了解最新政策要求
Financial card care question

Hong Kong insurance brokerage company established

香港保险经纪公司设立需满足缴足股本管理人员及管治系统等条件重点在于保险经纪牌照申请可通过收购现有公司快速获取资质经纪人需年满21周岁并通过资格测试
Financial card care question

Hong Kong insurance brokerage company license transfer,How to apply for a Hong Kong insurance brokerage company license

本文全面解析香港保险经纪公司牌照的办理流程与转让事宜涵盖市场数据申请要点及合规建议,Provide practical guidance for businesses。
Financial card care question

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持牌公司两种方式获取需满足注册资金、office space、人员等具体要求
Financial card care question

Hong Kong insurance brokerage license application threshold and processing requirements

Application for Hong Kong insurance brokerage license requires company registration、10万港元最低资本、Compliance Chief Executive Officer、专业赔偿保险等核心条件可通过新申请或收购现有牌照两种方式办理
Financial card care question

2025Hong Kong insurance intermediary company transfer

2025年香港保险中介公司转让市场活跃提供带三大保险公司合约及4号金融牌照的现成公司解决新申请难度大获取保险公司合约难等痛点助力快速进入香港保险市场
Financial card care question

Hong Kong insurance agency transfer with license and contract

香港保险代理公司转让涉及PIBA和CIB两种长期牌照部分公司已签约保诚、AXA、万通等保险公司佣金收入可达数百万港币转让价格受合约类型返佣点数及CE费用影响带大型保险公司合约的公司通常价格更高
Financial card care question

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

本文系统解析香港保险经纪公司转让协议要点与注册申请全流程涵盖法人资质要求变更步骤及时间周期为投资者提供实用操作指南