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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 License Acquisition

随着香港保险经纪牌照审批收紧收购方式成为投资者快速获取资质的选择需满足保监局对经纪人选行政总裁的年龄户籍教育要求及2年以上保险管理经验等条件
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Hong Kong insurance brokerage company transfers association certificate issued by CIB or PIPA

本文详细介绍香港4号牌照的办理条件包括500万港币已缴资本要求流动资本标准员工3年以上相关经验等并说明申请流程及获批后的合规义务
Financial card care question

Hong Kong insurance brokerage company transfers association certificate issued by CIB or PIPA

本文详细介绍了香港保险经纪公司转让CIB或PIBA牌照的具体流程报价标准及业务范围为有意向的企业提供实用参考
Financial card care question

Benefits and conditions of Hong Kong insurance broker license

香港保险经纪牌照允许开展一般保险长期保险等业务行业监管严格但优势明显截至2017年共有159家获授权保险公司保险资金可全球配置分红收益显著高于内地同类产品
Financial card care question

Hong Kong insurance brokerage company transfers association certificate issued by CIB or PIPA

本文系统解析香港保险经纪公司转让PIBA或CIB牌照的具体流程与报价细节包括公司资质合约情况佣金收入等关键要素为有意收购牌照的企业提供实用指南
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Hong Kong insurance brokerage company with insurance company contract transfer

香港保险经纪牌照转让服务包含多家主流保险公司合约及4号金融牌照提供专业报价与市场分析
Financial card care question

Hong Kong insurance intermediary company transfer

香港保险中介公司转让需综合考虑合约类型(如友邦/安盛/保诚合约或清水牌)经营业绩及监管环境带三大保险公司合约的中介最受欢迎清水牌则提供灵活合作空间香港'自律+他律'的监管模式保障了行业规范发展
Financial card care question

Hong Kong insurance brokerage license transfer and sale

香港保险经纪牌照转让已成为内地企业布局境外市场的重要方式本文详细分析牌照转让的市场趋势资质要求及收购注意事项结合上市公司案例提供专业操作指南
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What are the requirements for registering a Hong Kong insurance brokerage company?

香港保险经纪公司注册需满足多项条件包括经纪人须年满21岁持有香港工作签证具备中五以上学历公司需有10万港元以上股本及完善管治系统香港保监局监管严格政策与内地存在差异
Financial card care question

Hong Kong insurance brokerage company transfer process

本文系统介绍香港保险经纪公司转让的完整流程涵盖资质要求股权变更债务处理等关键环节并提供专业建议帮助收购方规避风险确保转让后业务合规开展