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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 company acquisition fees and procedures

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Conditions for applying for a Hong Kong insurance broker license、Process

本文详细介绍香港保险经纪牌照的申请条件、Process、监管机构及常见问题帮助机构合规开展香港保险业务
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How to apply for transfer of Hong Kong insurance broker license,Hong Kong insurance is popular,

本文系统解析香港149号牌照的办理条件与流程包括注册资金要求业务范围说明同时介绍1号、4Number、9号牌照的区别与申请要点并提供现成牌照转让信息
Financial card care question

Hong Kong insurance brokerage company registration conditions and procedures

香港保险经纪公司注册需满足保监局严格的资质要求,Includes paid-up capital、专业人员认证和合规制度本文详细解析注册条件与流程帮助投资者合规进入香港保险市场
Financial card care question

Hong Kong insurance brokerage license application、Insurance adjuster license transfer

本文系统解析香港保险经纪牌照的三种获取方案新办理需5-6个月且需满足特定条件收购带三大保险公司合约的现成公司仅需1-5个月收购小型保险公司同样快速涵盖办理时长资质要求及合约类型等关键信息
Financial card care question

Hong Kong insurance brokerage license application requirements and procedures

This article explains in detail the application requirements for a Hong Kong insurance brokerage license.,including company registration、Equity requirements、Core elements such as CEO qualifications,并系统介绍从准备材料到获批的完整办理流程同时解答常见问题如牌照审批时间账户设置等
Financial card care question

Hong Kong insurance brokerage license transfer comes with contracts with three major insurance companies

香港保险经纪牌照转让服务特别提供带有三大保险公司合约的优质牌照资源详细解析牌照类型申请流程及市场价值帮助投资者快速进入香港保险市场
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公司牌照转让的详细指南包括友邦和保诚带CE牌照的报价选项以及申请牌照必须满足的条件如公司注册资产要求和合规人员配置
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Hong Kong’s insurance industry is improving,How does a mainland company apply for a Hong Kong brokerage license?,How much does that cost?

随着香港保险业发展势头良好内地公司申请香港保险经纪牌照的需求日益增加本文系统介绍申请条件审批流程费用构成及政策要点为有意进入香港保险市场的内地企业提供实用指南
Financial card care question

How to apply for a Hong Kong insurance brokerage license and what are the requirements?

This article explains in detail the application requirements for a Hong Kong insurance brokerage license.,涵盖实收货币资本金、Articles of Association、员工资质高级管理人员要求等核心要素并特别说明外资保险经纪公司的额外资质条件