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Transfer of Hong Kong Insurance Brokerage License Qingshui License

Financial card care question

The situation of Hong Kong insurance brokerage companies: First of all, the functions of Hong Kong insurance brokers and mainland insurance brokers are actually similar.,We all choose insurance products reasonably from the customer's perspective to help customers maximize their benefits.,Achieve maximum protection。Therefore, an insurance brokerage company generally has many contracts with insurance companies.,This refers to relatively mature insurance brokerage companies.。

Of course, if you are just starting out in this industry,I’m not too clear about this market either.,It is relatively difficult for such an insurance brokerage company to,Generally, there are not too many insurance contracts.,This is just for word of mouth.。And for such people, we generally recommend that they apply for a new insurance brokerage license or acquire a Qingshui brand.,This is relatively low cost。

Circumstances of the transferred Hong Kong insurance broker Clearwater license (without any insurance company contract) 1. Intention to sell :明确 2.报价Xx0万港币(价格可以谈) 3.公司情况:Qingshui brand licensed by CIB,No insurance contract。4.The company was established in 201X,No business,Liquid capital:10W。

This license is the Qingshui brand company we currently have.,This kind of company is very clean,Never operated,However, this license is generally applied by customers who intend to operate their own business.,But for some reasons, I don’t plan to do this business.,But in fact, I still spent a lot of money and effort to apply for this, and I hope it can offset some of it.。

Hong Kong insurance broker license takes into account the general financial resources of the insurance broker,and net worth as a source of funds for professional indemnity insurance deductibles,Recommendations from the Hong Kong Regulatory Authority,Insurance brokerage company according to rules,Introduction of cap on the amount of deductible required to be carried out under professional indemnity insurance,and at the end of the financial year immediately preceding the effective date of the professional indemnity policy,50% of net assets。


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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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