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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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2018Hong Kong Insurance Brokerage Application Disclosure,Transfer of a Hong Kong insurance brokerage company

2018年香港保险经纪牌照申请与转让政策全面解读分析互联网巨头布局保险业的资本逻辑提供合规获取牌照的关键步骤与市场趋势洞察
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Hong Kong insurance brokerage company registration_agent

香港保险经纪公司注册需满足保监局对从业人员资格注册资本及管理制度的严格要求代办服务可协助内地投资者高效完成注册流程把握香港保险市场发展机遇
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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资质等条件重点在于保险经纪牌照办理可通过收购现有公司快速获取资质保险经纪人需通过资格测试并满足资本要求
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Hong Kong insurance brokerage company transfers Prudential AIA contract

本文介绍香港保险经纪公司转让资源包含带保诚友邦等保险公司合约的现成公司,Detailed description of application requirements、资产要求及合规要点,A practical guide for investors interested in entering the Hong Kong insurance market。
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Hong Kong Insurance Broker License Application Process

本文系统介绍香港保险经纪牌照的申请条件流程及最新政策要求包括实缴资本管理人员资质审批步骤等关键信息,A practical guide for investors interested in entering the Hong Kong insurance market。
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Acquisition process and transfer conditions of Hong Kong insurance brokerage license

本文系统介绍香港保险经纪牌照的收购与转让全流程包括标的考察、due diligence、Contract signing、Key steps such as registration changes,以及必须满足的公司注册、Office address、行政总裁注册资金等核心条件
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Transfer of Hong Kong Insurance Broker License Company Hong Kong Insurance Broker License

香港保险经纪牌照申请需满足1000万港币注册资本专业经验及保险公司推荐信等条件牌照现由香港保监局审批转让流程涉及严格审核本文系统解析申请要求监管框架及实际操作要点
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Hong Kong insurance broker license application conditions and application process

本文详细解析香港保险经纪牌照的申请条件与办理流程,Covers company registration、资金要求审批部门及常见问题等关键内容
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Hong Kong insurance brokerage company transfers Prudential AIA contract

本文详细解析香港保险经纪公司转让市场提供含保诚友邦合约的现成资源报价并系统说明保险经纪牌照申请条件资本要求与合规运营要点为进入香港保险行业提供实用指南
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Hong Kong insurance brokerage company transfers association certificate issued by CIB or PIPA

香港4号牌照是提供证券咨询服务的必备牌照申请需满足500万港币资本要求及严格人员资质本文系统解析办理条件流程及合规要点