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Transfer of multiple Hong Kong insurance brokerage companies (highest commission contracts with multiple insurance companies)

Financial card care question

我们来看下保险经纪公司的准则(Code of Conduct): Members (Insurance Brokers) are required to conduct their business with the highest integrity and integrity and to do so consistently,and provide independent and impartial advice。Must provide customers with a sufficient variety of insurance companies to better meet customer needs。

When customers plan to purchase Hong Kong insurance,Hong Kong insurance brokerage companies will comprehensively evaluate which type of insurance is more suitable for customers,Give clients professional and pertinent (i.e. unbiased) advice。Because each insurance company’s products have their own characteristics,Not suitable for all customers,Such as income、Coverage、Underwriting conditions, etc.。In terms of serious illness,Prudential’s critical illness policies are of high value,But the underwriting is slightly stricter;AIA’s critical illness protection coverage is wide,Insurance policies with the same conditions have lower value。

So,This is the core of Hong Kong insurance brokerage company

Advantages

Transfer company situation 1:Association Certificate 1 issued by CIB or PIPA、License type: PIBA, long term (llt)

  1. Transfer intention:clear
  2. quote:XXX million Hong Kong dollars
  3. Year of company establishment:2016Year
  4. Insurance contract signed:Mass, FT (Futong), AXA (安盛)
  5. CE:Can talk,Long-term contract available,Negotiate price with CE
  6. ILAS:No
  7. Main business:General insurance and life savings insurance transfer companies2:two、License type: CIB, long term (llt)
  8. Transfer intention:clear
  9. quote::XXX million Hong Kong dollars
  10. Year of company establishment:2017Year
  11. Insurance contract signed:No contract
  12. CE:Long-term contract available,Negotiate price with CE
  13. ILAS:No
  14. Main business:General Insurance and Mandatory Provident Fund Business Transfer Company Situation 3:PIBA
  15. Intention to sell:clear。
  16. quote:XXX million Hong Kong dollars,The company does not have AIA and Prudential,There are more than a dozen insurance brokers
  17. You can also get a Prudential + AIA contract,commission points
  18. CE:CE can continue to be associated with this company。Transfer company situation 4:PIPA
  19. quote:XXX million Hong Kong dollars。
  20. Existing contract:AXA、Fortis、Wantong。
  21. commission:Fortis has the highest commission,Others can talk about the highest support。
  22. CE:Can be transitionally affiliated,
  23. 510,000 HKD/month。
  24. Existing office space:Office 200 square meters,9More than 10,000 Hong Kong dollars a month。alright,Friends in need can send me a private message.,I will check my mailbox every day and reply to you in time.。

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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