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Hong Kong insurance agency license transfer

Financial card care question

Hong Kong insurance agency Hong Kong insurance agency also sells insurance,These are the insurance company's agents,However, most people still choose to obtain a Hong Kong insurance brokerage license.,Because this company can get more contracts from insurance companies,And it can also give customers more reasonable planning,But the insurance agency also has its

Advantages

,Because it is an agency of an insurance company,Therefore, the points given by insurance companies will also be higher.,This is from this company

Advantages

,If you have the idea of ​​becoming a related insurance agent, you can also talk about this matter in detail.。

The relevant insurance intermediary companies transferred are as follows: I am a CE,The company is its own。

  1. Intention to sell:clear。
  2. quote:X million Hong Kong dollars,The company does not have AIA and Prudential,There are more than a dozen insurance brokers
  3. You can also get a Prudential + AIA contract,commission points
  4. 8,Quotation X million Hong Kong dollars。
  5. CE:He himself is CE,You can continue to work with this company。quote
  6. 5~5W a month。
  7. We will meet him after he returns to China in mid-May。

There are relatively many insurance agencies,Insurance companies will accept some agency companies,Only in this way can we improve our performance,So I suggest you get an insurance brokerage company.。Able to better serve customers。

News related to insurance agencies: The China Banking and Insurance Regulatory Commission issued 33 fines in 3 days. Huakang Insurance Agency was fined 193,000 on January 4,The China Banking and Insurance Regulatory Commission issued an administrative penalty decision,for preparing false reports、Obstruction of legal supervision and inspection,Yongan Property Insurance and relevant responsible persons were fined a total of 590,000 yuan。

According to statistics from a reporter from International Finance News,In addition to the above-mentioned fine,3within working days,The official website of the China Banking and Insurance Regulatory Commission also publicly disclosed that Beijing、Hunan、hubei、Xinjiang、A total of 32 fines were issued by the Banking and Insurance Regulatory Bureau in Shenzhen and other places,The amount involved is about 2.25 million yuan,Insurance intermediaries form the focus of this supervision。


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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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