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

Financial card care question

As the epidemic situation gradually stabilizes,,Many companies have fully resumed work and production,The relatively sensitive financial markets are slowly returning to their former vitality.。Many people are doing asset preservation actions,So today we will focus on 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 high integrity and integrity and 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!

back,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:Application for Hong Kong Insurance Brokerage Company License


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 Zheng Yanlin

Zheng Yanlin

Zheng Yanlin has experience in the field of commercial lending regulatory compliance in Hong Kong. 9 years of experience,Served as head of the regulatory and risk management department of a money lending business entity,Responsible for money lender license application、Compliance policy development、Risk assessment and regulatory document preparation,Communicate supervision system requirements with regulators and coordinate internal control processes。

Areas of expertise:Money Lender License Application、Compliance policy development、risk assessment、Requirements for supervisory party (Police Force) communication and supervision system。

Previous institutions:Hong Kong Business Lending & Money Lending Compliance Team Leader

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