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保险公估牌照办理流程条件详解

保险公估牌照办理有什么流程条件呢?保险公估是指专门从事保险标的或保险事故评估、Inspection、Appraisal and other services,An organization that collects remuneration as agreed。The insurance adjuster can be entrusted by the insurer,It can also be entrusted to the policy holder。But it does not represent the insurer,Nor does it represent the policy holder,But stand on an independent stand,Maintain an equidistant relationship with the above two parties,Be objective about entrusted matters,fair evaluation。

Not only can it reduce compensation disputes,Better realize the brokerage compensation function of insurance,It can also help insurance companies save a lot of manpower,Physics and bride price,Improve the credibility of insurance companies。Insurance adjuster company application materials:

  1. Application for a license for a legal person institution to engage in insurance assessment business。
  2. Application form for license to operate insurance adjustment business (must be stamped with the official seal of the organization)。
  3. Application for power of attorney for operating insurance adjustment business (submit a copy of the trustee’s identity certificate at the same time)。
  4. Articles of Association or Partnership Agreement (Articles of Association must be signed by all shareholders,The partnership agreement must be signed by all partners)。
  5. Basic Information Registration Form for Investors of Insurance Adjustment and Loss Adjustment Institutions Legal person shareholders need to provide the following materials:
  6. 需同时提供营业执照复印件、Other background information (such as business scope、The development of main business in the previous year, etc.) and a copy of the financial report of the previous year stamped with the company's official seal;
  7. 本机构及下属分支机构最近3年未受过法律、Statement on Administrative Regulations and Penalties;If you have been subject to law in the past 3 years、Administrative regulations and penalties,Additional materials must be attached to explain the specific circumstances.。
  8. 投资人为境内企业法人的,It is also necessary to provide a description of the source of investment funds and a statement that the source of investment funds complies with China’s anti-money laundering laws and regulations.、Statement that the investor has not been subject to major anti-money laundering administrative penalties in the past three years;The investor is an overseas financial institution,It is also necessary to provide the anti-money laundering measures taken by the investor and the anti-money laundering supervision of the location where the financial institution is located.、An explanation of the sources of investment funds and a statement that the sources of investment funds comply with China’s anti-money laundering laws and regulations、Statement that the investor has not been subject to major anti-money laundering administrative penalties in the location of the financial institution in the past three years。

Natural person shareholders need to provide the following materials:

  1. 需同时提供最近3年的个人信用报告以及是否受过法律、Statement on Administrative Regulations and Penalties;If you have been punished by law、Administrative regulations and penalties,Additional materials must be attached to explain the specific circumstances.;
  2. 应提供投资资金来源情况说明、A statement that the source of investment funds complies with China’s anti-money laundering laws and regulations and a statement that the investor has not been subject to major anti-money laundering administrative penalties in the past three years。
  3. 个人身份证复印件
  4. Copy of the enterprise's industrial and commercial business license;
  5. feasibility report,Includes market situation analysis、financial analysis、Business development plan, etc.。
  6. internal management system,including organizational structure、business management system、financial system,Information management system、Anti-money laundering internal control system and business service standards, etc.。
  7. Senior management personnel report materials。
  8. Copy of employee roster。
  9. business、Description of computer software and hardware equipment for finance and other areas。

Note:The content filled in this form must be printed in computer format,The official seal of the company must be stamped at the sealing place,Submit one paper version and one electronic scanned version of the above materials。


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Hong Kong Xintong focuses onGuangdong and Hong Kong license platesShenzhen Hazardous Chemicals Business LicenseShenzhen labor dispatch licenseandShenzhen Charity Foundationapplication services,Assist customers to applyShenzhen travel agency business licenseShenzhen pawn shop business license、Shenzhen auction house license and other mainstream domestic financial licenses,Support enterprises to achieve compliance expansion of cross-border financial business。Also availableODI overseas investment registration、International travel agency registration 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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