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Insurance brokerage company transfer changes:Operational procedures and qualification requirements

Hong Kong Insurance Broker License Transfer Guide

Insurance products have become a basic component of many investors’ asset allocation.。What needs to be clear is,An in-depth interpretation of the establishment conditions and acquisition paths of Hong Kong insurance brokerage companiesThe service objects are customers,The client,Its responsibility is to provide diversified insurance consulting and procurement services based on customer needs,And assist with subsequent claims settlement and other processes。This is consistent with representing an insurance agency、There are essential differences between insurance agents whose goal is to sell insurance products。

Insurance brokerage with tailor-made concept,Perfectly in line with the business principle of customer interests first。in recent years,With the series of actions of insurance funds in the capital market,,Strong public interest in the role of insurance funds in asset allocation。Especially in the context of recent hot spots such as stock market shocks,,Insurance products because of their scientific nature of asset allocation、Systematic and holistic,Can effectively help maintain and increase wealth and avoid some financial risks,once again received widespread attention。To learn moreHong Kong insurance brokerage company registrationconditions and procedures,Welcome to call Hong Kong Telecom,Make a consultation。

National insurance brokerage company transfer and change process

The following areNationwide insurance brokerage company transfer changesThe general process of:

  1. Hong Kong insurance brokerage company established:Application conditions and qualification pathsname change
  2. Change of enterprise registered capital
  3. Insurance Brokerage Company Address Change,The China Insurance Regulatory Commission needs to visit again for verification.
  4. Insurance agency accounts must be complete and clear
  5. Procedures for changing insurance brokerage qualifications
  6. Handover of information and materials between new and old legal person shareholders
  7. Confirmation of new legal person qualifications

New legal person qualification requirements

To change a new legal person, the following conditions must be met::

香港保险经纪牌照转让条件
Hong Kong Insurance Broker LicenseTransfer conditions
  • Have a bachelor degree or above
  • No criminal record in the past 3 years,No bad record in personal credit report
  • Must pass relevant examinations and accept interviews,Only after confirmation can you proceed with the change procedure.
  • The entire change process is expected to take approximately 5 months

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

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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