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2019年香港保险经纪保险代理公司转让

Financial card care question

香港保险经纪公司和大陆的经纪公司差不多的都是做保险中介服务的大陆的保险经纪就是站在投保人的方向给投保人最好的投保方案

其实香港的就不是这样只有保险公司和保险中介公司之分我所说的转让的公司也就是香港的保险中介公司目前申请这样的公司还是挺难的大部分人还是选择收购因为申请得条件很多人都是达不到得转让得香港中介公司情况

  1. Intention to sell:clear。
  2. quote:X00万港币(还可谈但空间不大)
  3. 保险合约:AXA,Allies,Prudential has it,A total of 10 insurance contracts。代理的保险的佣金都是最高
  4. 公司名下其他金融牌照:4license plate。
  5. CE:Can be affiliated or retained,The price needs to be discussed separately。
  6. Company business:Business is operating normally,But did not tell the specific turnover,Just a single license transfer,Take the business yourself。

去年有人给报价x00W没转让。”香港保监拟持牌代理可代表保险公司增至5间格隆汇10月31日丨香港保监局就草拟的保险业(获授权保险人的最高数目)规则展开为期两个月谘询规则大致遵循现时香港保险业联会所发布保险代理管理守则中订明的框架

保监局建议每个持牌个人保险代理或保险代理机构可代表的保险公司数目总上限由4间增加至5间其中人寿保险公司数目上限维持于2间


About Hong Kong Xintong

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

Editing of articles in this issue:

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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