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Hong Kong insurance brokerage company transfer price,Analysis of acquisition details

Financial card care question

Hong Kong insurance adjuster company transfer price,Analysis of acquisition details。The main consideration for the transfer of Hong Kong insurance brokerage companies is the professionalism of the Chief Executive Officer (CE).。Before you learn about the transfer of your brokerage company license in Hong Kong,You also need to have a general understanding of the Tianjian you are applying for.。The two main key points of the Hong Kong Insurance Authority,Is an honest business operating legally?;First, whether it has solvency。These two points are key to ensuring the normal operation of the company。

Different from the mainland,The investment market for insurance funds of Hong Kong insurance companies is broader,Money market funds that can be invested globally,bond,Stocks etc.。But first of all, the mainland’s insurance funds are very large.。This is also one of the reasons why insurance brokerage companies are active。根据港信通-的实际经历判断,There is a large difference in the prices for transferring information among Hong Kong insurance brokerage companies on the market.,Mainly due to differences in qualifications。

For example, some insurance brokerage companies have certain business and have signed contracts with a considerable number of insurance companies.。And some are Qingshui brand。Be sure to note these differences when acquiring。港信通-现有数张不同情况的香港保险公估牌照待转,Anyone in need can contact me to obtain information。The following is a brief example of some of the process conditions required for applying for an insurance adjuster's license in Hong Kong.。

An insurance broker is an agent who acts as an agent for insurance holders or potential policy holders,A person carrying on the business of negotiating or arranging insurance contracts in or from Hong Kong,or a person carrying on a business of advising on matters relating to insurance。

Insurance contract refers to a contract term that contains insurance components,When any person acts as agent for a policyholder or potential policyholder,Advising on or arranging contracts that contain an insurance element (regardless of the amount of insurance element),That is regarded as operating insurance economic business。The person must apply for authorization from the Insurance Authority or obtain approval from the Insurance Authority in accordance with the Ordinance,Become a member of the insurance economics community。

Before the Insurance Authority authorizes any insurance broker under section 69,Must be satisfied that the insurance broker applying for at least meets the minimum requirements specified by the IA。same,Before the Insurance Authority authorizes any insurance brokerage body under section 70,Must be satisfied that the applying body has sufficient provisions in its regulations to enable its members to comply with the specified minimum requirements。

The minimum requirements specified by the Insurance Authority are:(a)Qualifications and experience;(b)Capital and net assets;(c)professional indemnity insurance;(d)Maintain separate customer accounts;(e)Keep proper books and accounts;The applicant must also be a fit and proper person to serve as an insurance broker。If the applicant is an insurance brokerage group,The group must have complete regulations,to ensure that members of the group are fit and proper to act as insurance brokers。

Insurance brokers or their chief executives must be at least 21 years old or above,Must be a Hong Kong permanent resident or Hong Kong resident subject to the terms of his or her work visa(If any)There is no restriction on him engaging in insurance brokerage business and he must have a secondary five education level or equivalent。

He must also have:Recognized insurance industry qualifications and at least two years of work experience in management positions in the insurance industry,And if he plans to engage in long-term insurance(Includes linked long-term insurance)Brokerage,unless exempted,Must pass the insurance intermediary qualification examination recognized by the Insurance Regulatory Bureau("Qualification Examination")in”Investment-linked long-term insurance test paper”;Or at least five years of working experience in the insurance industry,Two of these years must be in a managerial position,And must pass the relevant examination papers of the intermediary examination recognized by the Insurance Regulatory Bureau,Except for those exempted。


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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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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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