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Hong Kong Insurance Brokerage Company Transfer Agreement,Hong Kong insurance brokerage company application registration process

Financial card care question

Insurance products can now be said to be basic investments,It plays a decisive role in the asset allocation of many investors.。What deserves everyone’s attention here is that,The service object of an insurance brokerage company is the client, that is, the customer,Provide customers with diversified insurance consulting and procurement services,And assist with follow-up process services such as compensation。This and serving insurance agencies,Insurance agents whose purpose is to sell insurance products are different。

The tailor-made concept of insurance brokers is perfectly in line with the business philosophy of putting customers’ interests first.。Following a series of moves by insurance capital in the capital market in recent years, the public has become keenly interested in the role of insurance capital in asset allocation.。

Moreover, hot words such as the stock market turbulence in recent times have appeared frequently in people's eyes.,Let insurance products reflect the scientific nature of asset allocation、Systematic and holistic、It can effectively help realize the goal of wealth preservation and appreciation and avoid some financial risks.,thus attracting widespread attention from the public once again.。Want to know more about the conditions and procedures for registering an insurance brokerage company in Hong Kong?

欢迎致电商务有限公司港信通-(134-170-46218)进行咨询!

General process for transfer and change of national insurance brokerage company:

  1. Insurance brokerage company name change
  2. Change of enterprise registered capital
  3. Changes in the address of an insurance company require another on-site inspection by the China Insurance Regulatory Commission
  4. Insurance agency accounts are complete and clear
  5. Insurance brokerage qualification change process
  6. Shareholder information of new and old legal entities
  7. New corporation

Require

Bachelor degree or above

  1. 3No criminal record during the year,No bad credit record
  2. New legal entities need to pass an examination,Change procedures can be completed only after the interview is correct.
  3. The processing time for changes is about 5 months

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Hong Kong Xintong focuses onHong Kong Securities and Futures Commission licenseHong Kong Insurance Broker LicenseHong Kong MSO Licenseandmoneylenders licenseApply for service,Assist customers to applyUS MSB license、NFA、RIA、Canadian MSB license、Mainstream overseas financial licenses such as Australia and Mexico,Support enterprises to achieve compliance expansion of cross-border financial business。Also availableCayman Islands Offshore Company Registration、Offshore fund establishment and global compliance operations and other services,Help enterprises expand their presence in international markets。Provide one-stop compliance solutions for enterprises。To learn more,Please contactHong Kong Information Communications Consultant

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Picture of Xu Wanting

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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