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Process of acquiring Hong Kong insurance brokerage license、Transfer conditions

Financial card care question

The Hong Kong insurance brokerage license is an industry qualification required by Hong Kong insurance intermediaries.。Hong Kong insurance products have dividend attributes,Therefore, it has attracted many mainland people to allocate overseas assets in this way.。收购一个香港保险经纪牌照对于开拓保险市场有较大作用的。The following mainly introduces the Hong Kong insurance brokerage license transfer and acquisition process.、condition,There are some

Things to note

【Manager Peng Yi】International–Manager Peng Yi,彭易经理转让及收购香港保险经纪牌照流程主要如下:1,Choose the right acquisition target。When choosing to focus on investigating the Hong Kong insurance brokerage license,Pay close attention to the insurance companies you sign with。因为这个会最终影响到收购和转让的成交价。2,Business for Hong Kong insurance brokerage companies,Asset status,Conduct detailed research on the performance of obligations and other related situations。

3,Sign the corresponding transfer contract。4,Register as a shareholder in Hong Kong,Changes in personnel and other related information。最好不对行政总裁进行变更,Because this will make the Hong Kong insurance brokerage license acquisition process more complicated.。5,In process of change,Proof of source of paid-in capital is required。transfer and acquisition

Main conditions

  1. Must be a company incorporated in Hong Kong or an overseas company registered with the Hong Kong Companies Registry。Have a physical office address。
  2. Compliance Chief Executive (CE):CE cannot be changed,Change is equivalent to re-applying,The insurance contract also needs to be re-signed with the insurance company。
  3. The registered capital must be self-owned capital,Corresponding supporting documents are required。收购一个香港保险经纪牌照的

Things to note

as follows:a、购买牌照时至少要保留2名RO挂职半年至1年以保留牌照资格需要支付挂职薪水

后期公司可根据实际情况确定保留原RO或者从市场上重新招聘。b、虽然牌照购买相较于内地便宜但相较于自主申请仍需要一定的资金支持。c、对于以前未从事过相关牌照业务的公司来说没有经历过相关资格的考试和积累对于香港当地法律规定和业务规则可能不够熟悉影响未来业务拓展

d、一般企业收购存在的管理人力财务等若干问题。【Manager Peng Yi】International–彭易经理是国内最大的香港金融牌照办理服务机构拥有一流的办理经验同时手头上有充足的香港金融牌照转让资源能够为需要收购的客户提供多元化的香港保险经纪牌照收购资源

建议需要更加深入了解收购一个香港保险经纪牌照等相关事宜的客户可以直接来电和我们进行沟通,Manager Peng Yi,Manager Peng Yi。


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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