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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 brokerage license transfer and sale

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8 key points in Hong Kong insurance brokerage company transfer application

全面解析香港1、4、9号金融牌照的申请与转让核心要点包括办理条件、capital requirements、持牌人资格及两种获取途径对比助力企业合规开展香港金融业务
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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收购转让成为投资者快速获取资质的有效方式本文解析保监局对人员资格工作经验等核心要求并探讨市场趋势与成功案例为布局香港保险市场提供实用指南
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Hong Kong Insurance Brokerage License Application Requirements Process

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Hong Kong insurance brokerage company registration conditions and procedures

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Hong Kong insurance brokerage company registration_agent

香港保险市场开放成熟保险经纪公司注册需满足保监局严格的资格认证股本及管理制度要求本文解析注册流程从业人员标准及市场前景,A practical guide for investors。
Financial card care question

Hong Kong insurance broker license application process

本文系统解析香港保险经纪牌照的完整办理流程,including application requirements、Material preparation、保监局审核标准及最新政策变化,A practical guide for investors interested in entering the Hong Kong insurance market。
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Hong Kong insurance brokerage company acquisition,How much does it cost

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Hong Kong insurance brokerage company registration_agent

香港保险市场高度开放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重要求本文系统解析注册流程资格标准及常见难点,A practical guide for investors。
Financial card care question

New transfer of association certificate issued by CIB or PIPA, a Hong Kong insurance brokerage company

本文提供香港保险经纪牌照转让的详细方案包括友邦保诚带CE牌照的报价与收购选择并解析香港保险经纪公司的申请条件资产要求及合规要点帮助您快速实现合规经营