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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 transfers association certificate issued by CIB or PIPA

This article systematically analyzes the complete process for Hong Kong insurance brokerage companies to transfer PIBA or CIB association certificates,包括牌照类别区分转让报价分析公司资质要求以及业务合约情况为有意收购香港保险经纪牌照的企业提供实用指南
Financial card care question

Hong Kong insurance broker license application requirements、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常见问题包括申请部门账户设置时间周期等关键信息帮助机构合规获取牌照
Financial card care question

2018Hong Kong insurance intermediary company transfer

香港保险中介公司转让涉及牌照申请合约获取及市场动态等多重因素本文分析转让关键点包括带三大保险公司合约的中介案例并探讨保险中介赴港上市的最新趋势
Financial card care question

Hong Kong Insurance Broker License Application Guide

本文详细解析香港保险经纪牌照的申请条件与办理流程涵盖资格经验、Equity requirements、专业保险及账户规定等关键要素为计划进入香港保险市场的企业提供实用指南
Financial card care question

Hong Kong insurance brokerage company transfer_Hong Kong insurance brokerage license for sale

本文系统解析香港保险经纪公司转让市场涵盖清水牌与带合约公司的收购要点牌照申请流程对比以及转让过程中的关键注意事项为内地企业进入香港保险市场提供合规路径参考
Financial card care question

Hong Kong insurance brokerage company registration_agent

香港保险经纪公司注册需满足保监局严格的从业人员资格要求包括年龄学历及身份证明注册过程涉及多方面规定专业指导可帮助投资者高效完成注册并开展业务
Financial card care question

Hong Kong insurance brokerage company license transfer

香港保险经纪牌照申请需满足1000万港币注册资本、5年以上专业经验、Requirements such as recommendation letters from local administrative person in charge and insurance company,It is now uniformly reviewed and approved by the Hong Kong Insurance Regulatory Bureau.,涵盖转让流程与合规要点
Financial card care question

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

香港保险经纪牌照审批严格且门槛高直接收购现有牌照成为快速开展业务的可行方案本文系统分析牌照收购成本、Application conditions、从业人员资质要求及最新监管政策,Provide decision-making reference for investors。
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快速进入市场的有效途径本文详细解析转让流程资格要求及近年市场趋势
Financial card care question

Hong Kong insurance brokerage company established

香港保险经纪公司设立需满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的申请本文详解注册要求、Difficulties in applying for a license,并提供通过收购现有公司快速获取资质的方案助您合规进入香港保险市场