IB0014 / Long Term Insurance Broker (Including Linked Long Term) / HKD 2.75M / NAV HKD 1.4M (Mar 2025) / Established Since 2006 with 1,200+ Clients 🔥

Key Points:

• 🔑 Insurance Broker Company (Long Term Business including Linked Long Term Business)
• 💰 Selling Price: HKD 2.75M
• 📈 Current NAV: HKD 1.4M mainly in bank balance (As of 7 Mar 2025)

Major Selling Points:

• ✅ Established since 2006 (PIBA); IA license since Sept 2021
• ✅ Valuable client base of 1,200+ customers, many referred by mainland entities
• ✅ Partnerships with 15 insurance companies (13 for NB & Servicing, 2 for Servicing)

Other Details:

• 📑 License has no conditions or restrictions
• 👥 Wholly owned by Hong Kong legal persons (1 shareholder)
• 📊 Monthly income: HKD 1.56M/month (2023); HKD 78,604/month (2024)
• 💼 Contracted with major insurers including AXA, Blue, Blue Cross, Bupa, Chubb, Cigna, Generali, Heng An Standard, CTFLife, Manulife, MetLife, Sunlife, YFLife (for NB & Servicing); AIA, Prudential (for Servicing)
• 🏢 Current location: Central, Hong Kong (buyer can relocate upon IA approval)
• 💼 Key business focus on CTFLife, YF LIFE, and Chubb
• 💸 Monthly maintenance income approximately HKD 80,000
• 💼 Current RO will not stay after transfer, but other staff may remain to assist with transition
• 💰 Current monthly expenses approximately HKD 230,000
• 📝 Deal structure: 15% cash deposit required at MOU signing, due diligence after MOU
• ⚠️ No legal claims, disputes, or disciplinary actions in past 5 years

For more information, please WhatsApp 93472064. Paradox Management Limited is representing the seller, and the price shown includes Paradox’s commission. These details are for reference only and may deviate significantly from the actual company. View with caution.