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Hong Kong insurance brokerage license transfer:Acquisition background review、Transfer process and contract resources

Hong Kong Insurance Broker License Transfer Guide

Hong Kong insurance brokerage market and licensing resources

The development of Hong Kong’s insurance brokerage market is mainly due to the prosperity of foreign insurance companies.,Rather than the promotion of local insurance culture。Prudential、Metrohm、Well-known brands such as Asia AIA are foreign insurance companies。Mainland insurance brokerage market lags behind in development,And foreign capital entering the mainland must be controlled by domestic capital,Therefore, many foreign investors choose to set up insurance companies in Hong Kong。As of May 8, 2018,香港保险顾问联会与香港专业保险经纪协会联合共发出762张保险经纪牌照。currently on the marketHong Kong insurance brokerage company transfer资源包括无合约的清水牌(未与任何保险公司签约)以及已与安盛、Prudential、An asset-backed company that signs contracts with insurance companies such as AIA。

Acquisition background and contract review points

When acquiring a Hong Kong insurance brokerage company and transferring resources,必须详细了解收购标的的背景状况,Including the commission ratio and validity period of the insurance contract。For customers who lack actual acquisition experience,It is recommended to entrust a professional organization to conduct due diligence and assessment,To accurately grasp the real situation of the transferor。

香港保险经纪牌照转让条件
Conditions for transfer of Hong Kong insurance brokerage license

transfer process

During the transfer process of Hong Kong insurance brokerage company,The information changes involved are more complex,Need to confirm one by oneChief Executive (CE)Whether and how to change,Does the existing insurance contract need to be re-signed?,And whether it is necessary to provide details such as a description of the source of funds.。Proper handling of these matters is the key to successfully completing the transfer。


About Hong Kong Xintong

GXT-HKComposed of professional teams from mainland China and Hong Kong,Focus on providing global company registration、Financial license application、Bank account opening、One-stop cross-border services such as tax financial planning and compliance consulting,Core covers Hong Kong MSO license、Hong Kong Insurance Brokers and Hong Kong Money Lenders Licenses、US MSB license、Hong Kong 149 license、9license plate,Helping enterprises to go overseas efficiently and compliantly,Steady global layout。

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connect:Hong Kong Information Communications Consultant

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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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