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Hong Kong insurance brokerage company license application process,Hong Kong insurance brokerage company license application requirements

Financial card care question

The "black swan" at the beginning of 2020 has had a real impact on everyone's economy,Therefore, many people in the investment community are looking for ways to preserve the value of their assets.,Some people choose to buy a house among the vast number of ways online,Some people choose to start an online business,Others choose to operate conservatively,The Hong Kong Xintong team will take you to understand the Hong Kong insurance brokerage company license:An insurance broker is a professional representative appointed by insurance consumers (clients),and fulfill fiduciary responsibilities to customers。

at the same time,During the conclusion and effectiveness of the policy contract,Insurance brokers have an obligation to provide assistance to customers, especially after-sales assistance with claims settlement.。It can be seen that,Insurance brokers complete policy creation and follow-up services from the customer's perspective.,see here,Friends, you should be completely at ease,Insurance claim settlement is a particularly important service,Insurance broker as client's representative,Helps customers complete claims。

(These services are the same as insurance agents) In addition,Insurance brokerage companies must not only have the basic qualifications of insurance agents,There is a higher

Require

and regulations。insurance brokerage company

Advantages

Let’s take a look at the Code of Conduct for insurance brokerage companies:Members (insurance brokers) are required to conduct business with 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 can comprehensively evaluate which types of insurance are 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,Premium is slightly more expensive,Underwriting is slightly looser,40Customers after the age of 10 can consider Prudential’s critical illness products;However, the value of AIA’s critical illness insurance policy with the same conditions is lower.,But the premium is relatively cheap,Overall value for money is slightly higher。So,This is the core of Hong Kong insurance brokerage company

Advantages

。see here,I believe that for all the questions in the picture below,You have your answer - that is,Choose a professional insurance brokerage company!

The Hong Kong Xintong team focuses on introducing all aspects of insurance brokerage companies,Let everyone have an understanding of the diversified sales system in the Hong Kong market,actually,A common feature of developed markets is the "separation of production and sales.",Indirect sales (intermediaries) become an important branch,Hong Kong insurance is the embodiment of this。

Although there will be employee turnover within an insurance brokerage company (the same is true for any organization),But the service of the policy is continuous,uninterrupted,You can rest assured about this;Just like insurance agents, there are people who leave or change jobs.,But there will also be new insurance agents to follow up the service.,After more than 100 years of sufficient development, Hong Kong’s insurance industry,And under the two major guarantees of a sound system and an honest social system,Follow-up services under the policy are guaranteed。

Insurance brokers and agents have professional ethics and professional standards,All provide professional advice and services to customers。Hong Kong Insurance Brokers and Agents,All are formal、A safe channel。in choice,If the friend who introduces you to Hong Kong insurance products is professional enough、objective、Reliable,Will not hide the pros and cons of each company's products,Warning about relevant risks carefully,This is the key to choice。

The above is the application method for enterprise business qualification certification that you are concerned about.,In such qualifications and related information,Hong Kong Xintong team has rich experience in agency services,business

Process

system,Familiar with various industrial and commercial window service procedures。Welcome to pay attention to consultation。Related products:Hong Kong Insurance Brokerage Company License

Process

, Hong Kong Insurance Brokerage Company License

Application conditions


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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