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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

Conditions and precautions for applying for a Hong Kong insurance broker license

香港保险经纪牌照申请需要满足注册资金、Professional experience、场地要求及保险公司推荐信等条件,Approved by the Insurance Authority of Hong Kong,行业受PIBA和HKCIB共同监管
Financial card care question

New application and transfer process for Hong Kong insurance broker license

本文全面解析香港保险经纪牌照的新申请与转让流程包括成立公司获取许可证的关键步骤以及通过收购现有公司快速获得牌照的完整方案
Financial card care question

Transfer of multiple Hong Kong insurance brokerage companies (highest commission contracts with multiple insurance companies)

本文详细解析香港保险经纪公司转让的市场情况包括不同牌照类别(PIBA/CIB/PIPA)的公司报价已签保险合约分析佣金条件比较以及CE挂靠等关键要素为有意收购者提供实用指南
Financial card care question

Conditions and precautions for applying for a Hong Kong insurance broker license

香港保险经纪牌照申请需满足1000万港币注册资金CE5年以上专业经验香港本地行政负责人及3家保险公司推荐信等条件现由香港保监局统一审批监管
Financial card care question

Hong Kong insurance brokerage license application requirements and procedures

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、Equity requirements、Key elements such as CEO qualifications,并提供常见问题解答与时间预估
Financial card care question

Hong Kong insurance brokerage company transfer_with contract and Qingshui brand Hong Kong insurance brokerage license for sale

本文系统解析香港保险经纪公司转让的核心事项涵盖带合约公司与清水牌的区别收购流程关键节点牌照申请途径对比以及专业机构协助的重要性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

Consultation on transfer of Hong Kong insurance broker license company Hong Kong insurance broker license

This article explains in detail the application requirements for a Hong Kong insurance brokerage license.、Process and precautions,涵盖注册资金、Professional experience、推荐信等核心要求并介绍香港保险经纪行业的监管机构与市场现状
Financial card care question

Process of acquiring Hong Kong insurance brokerage license、Transfer conditions

本文系统解析香港保险经纪牌照的收购与转让全流程涵盖从标的筛选尽职调查到注册变更的具体操作步骤详细说明转让所需的公司资质行政总裁实缴资本等核心条件并提供保留RO资金与合规风险等关键注意事项为开拓香港保险市场提供实用指引
Financial card care question

Conditions and precautions for applying for a Hong Kong insurance broker license

申请香港保险经纪牌照需满足1000万港币注册资金、5年以上专业经验及3家保险公司推荐信等硬性条件同时需了解由香港保监局主导的审批流程及行业监管体系
Financial card care question

Hong Kong insurance brokerage license transfer process and acquisition price

Hong Kong insurance brokerage licenses are divided into clear water licenses、There are three types of contract plates for small companies and contract plates for the three major insurance companies.,Significant difference in purchase price。CE人员至关重要变更需重新签订保险合约收购流程包括尽职调查股转协议签署及保监会审核需2-3个月完成