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香港保险公估公司转让价格收购细则分析

Financial card care question

香港保险公估公司转让价格收购细则分析香港保险经纪公司转让主要看中的就是对于行政总裁(CE)的专业比较重视在了解香港报下你经济公司牌照转让之前对申请的天剑也需要有一个大概的了解香港保监局主要的两个关键点一个诚信是否合法经营一是是否有偿付能力这两点都是确保公司正常运转的关键

和内地不同香港保险公的保险资金的投资市场更加匡阔可以投放于全球范围的货币市场基金,bonds,股票等但内地的保险资金首先非常大这也是保险经纪公司活跃的原因之一根据彭易经理的实际经历判断现在市面上的香港保险经纪公司转让信息价格差异都比较大主要是由于资质情况的差异导致的

例如有些保险经纪公司有一定业务已经和相当数量的保险公司签约而有些则是清水牌在收购时一定要注意这些差异彭易经理现有数张不同情况的香港保险公估牌照待转需要的人士可以与我联系获取资料下面简单例举一些香港保险公估牌照办理需要的流程条件

An insurance broker is an agent who acts as an agent for insurance holders or potential policy holders,A person carrying on the business of negotiating or arranging insurance contracts in or from Hong Kong,or a person carrying on a business of advising on matters relating to insurance。

Insurance contract refers to a contract term that contains insurance components,When any person acts as agent for a policyholder or potential policyholder,Advising on or arranging contracts that contain an insurance element (regardless of the amount of insurance element),That is regarded as operating insurance economic business。The person must apply for authorization from the Insurance Authority or obtain approval from the Insurance Authority in accordance with the Ordinance,Become a member of the insurance economics community。

保监局在根据第69条授权任何保险经纪之前须信纳申请的保险经纪至少符合保监局所指明的最低限度规定同样保监局在根据第70条认可任何保险经纪团体之前须信纳申请的团体在其规例中有足够的条文以使其成员符合所指明的最低限度规定

The minimum requirements specified by the Insurance Authority are:(a)Qualifications and experience;(b)Capital and net assets;(c)professional indemnity insurance;(d)Maintain separate customer accounts;(e)Keep proper books and accounts;The applicant must also be a fit and proper person to serve as an insurance broker。If the applicant is an insurance brokerage group,The group must have complete regulations,to ensure that members of the group are fit and proper to act as insurance brokers。

保险经纪或其行政总裁最少须年满21岁或以上须是香港永久性居民或香港居民而其工作签证条款(如有者)没有限制他从事保险经纪业务以及须具中五教育程度或同等学历

他还须具备认可的保险业资历及有最少两年在保险业担任管理职位的工作经验又如果他打算从事长期保险(包括相连长期保险)经纪业务除非获得豁免必须通过由保监局认可的保险中介人资格考试(“资格考试”)中的投资相连长期保险试卷”;或最少五年保险业的工作经验其中两年须担任管理职位以及必须通过保监局认可的中介人考试的相关试卷惟获得豁免者除外


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

Editor of this issue:

Picture of Aaron Pengyi

Aaron Pengyi

2009Graduated from Cambridge University, UK,Singaporean,Hong Kong permanent resident。

Engaged in cross-border financial and corporate compliance consulting for 16 years,Focus on various types of license applications in Hong Kong (149、9Number、MSO、insurance broker、moneylender)、Offshore company registration (BVI、Japan、Singapore、Taiwan、UK) and offshore fund establishment。

Good at efficient compliance solutions and cross-border architecture planning,Has served more than 1,000 companies。

If you encounter difficulties in cross-border financial business,please contact me。

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