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What are the requirements for new application for Hong Kong insurance brokerage license and license transfer?

Financial card care question

Hong Kong insurance brokerage license Hong Kong insurance is now regulated by the Hong Kong Insurance Regulatory Bureau,In the past, the issuing authorities were still PIPA and CIB.。

Therefore, all insurance brokerage companies currently on the market that want to transfer their ideas are issued certificates by these two institutions.,Well, currently we have some intermediary companies,The key depends on what kind of company we need,Of course, you can also consider applying, but it will take a little longer.,The conditions for application are nothing more than venue personnel, funds and connections.,Then these can all be solved,We solve the relationship。Whether you want to apply or acquire, we can do it。

The transferred insurance brokerage company is 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. Transfer intention:clear。
  8. quote:Within X million Hong Kong dollars。
  9. Existing contract:AXA、Fortis、Wantong。
  10. commission:Fortis has the highest commission。If you think the commission is low, you can help us negotiate with the insurance company.。
  11. CE:Can be transitionally affiliated,
  12. 510,000 HKD/month。
  13. Existing office space:Office 200 square meters,9More than 10,000 Hong Kong dollars a month。

Wukong protects Chen Zhihua:80% of insurance in China may have been bought wrongly recently,Internet insurance customization platform Wukongbao completed a new round of tens of millions of US dollars in financing。This round of financing was led by 58 Group、Guohua Life Insurance Co., Ltd.,This is the Series B financing obtained by Wukong Bao,Chen Zhihua, founder and CEO of Wukongbao, revealed that “this round of financing is different from financial investment.,All parties are clear that this is a strategic investment。


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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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