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

Financial card care question

Let’s take a look at the Code of Conduct for insurance brokerage companies:··························································MembersoftheAssociationshallatalltimesconducttheirbusinesswithutmostgoodfaithandintegrity,andprovideadviceobjectivelyandindependently.Membershallensuretheuseofasufficientnumberofinsurerstosatisfytherequirementsoftheirclients. Members (insurance brokers) shall conduct their business with the highest integrity and integrity and shall do so consistently,and provide independent and impartial advice。

Must provide customers with a sufficient variety of insurance companies to better meet customer needs。···························································When the customer plans to purchase Hong Kong insurance,Hong Kong insurance brokerage companies will comprehensively evaluate which type of insurance is more suitable for customers,Give clients professional and pertinent (i.e. unbiased) advice。

Because each insurance company’s products have their own characteristics,Not suitable for all customers,Such as income、Coverage、Underwriting conditions, etc.。In terms of serious illness,Prudential’s critical illness policies are of high value,But the underwriting is slightly stricter;AIA’s critical illness protection coverage is wide,Insurance policies with the same conditions have lower value。So,This is the core of Hong Kong insurance brokerage company

Advantages

Transfer company situation 1:Association Certificate 1 issued by CIB or PIPA、License type:PIBA,longterm(llt)

  1. Transfer intention:clear
  2. quote:XXX million Hong Kong dollars
  3. Year of company establishment:2016Year
  4. Insurance contract signed:Mass,FT (Futong),AXA (AXA)
  5. CE:Can talk,Long-term contract available,Negotiate price with CE
  6. ILAS:No
  7. Main business:General insurance and life savings insurance transfer companies2:two、License type:CIB,longterm(llt)
  8. Transfer intention:clear
  9. quote::XXX million Hong Kong dollars
  10. Year of company establishment:2017Year
  11. Insurance contract signed:No contract
  12. CE:Long-term contract available,Negotiate price with CE
  13. ILAS:No
  14. Main business:General Insurance and Mandatory Provident Fund Business Transfer Company Situation 3:PIBA
  15. Intention to sell:clear。
  16. quote:XXX million Hong Kong dollars,The company does not have AIA and Prudential,There are more than a dozen insurance brokers
  17. You can also get a Prudential + AIA contract,commission points
  18. CE:CE can continue to be associated with this company。Transfer company situation 4:PIPA
  19. quote:XXX million Hong Kong dollars。
  20. Existing contract:AXA、Fortis、Wantong。
  21. commission:Fortis has the highest commission,Others can talk about the highest support。
  22. CE:Can be transitionally affiliated,
  23. 510,000 HKD/month。
  24. Existing office space:Office 200 square meters,9More than 10,000 Hong Kong dollars a month。alright,Friends in need can send me a private message.,I will check my mailbox every day and reply to you in time.。

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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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