662Activities auxiliary to insurance and pension funding
保險及退休基金輔助活動
This group includes activities that support insurance and pension funding services but do not involve the actual provision of insurance or pension products. It encompasses services such as actuarial services, risk assessment, and the management of insurance and pension funds.
Classes in this group
Licences and approvals
What this activity needs to operate
Activities under this code trigger the following licensing regimes. Emerhub prepares and files each application on your behalf.
Licensed Insurance Agency
Insurance Authority (IA)
Licence under the Insurance Ordinance (Cap. 41) for companies, partnerships or sole proprietorships that carry on regulated activities as agent of an insurer, appointed by up to four insurers (of which at most two may be long term insurers). Agencies distribute and arrange insurance products on behalf of their appointing insurers.
Agencies act as agent of up to four appointing insurers
Official sourceVerified 2026-07-14
Licensed Insurance Broker Company
Insurance Authority (IA)
Licence under the Insurance Ordinance (Cap. 41) for companies that negotiate or arrange insurance contracts as the agent of policy holders and advise on insurance matters. Broker companies must meet financial requirements under the Insurance (Financial and Other Requirements for Licensed Insurance Broker Companies) Rules, including minimum capital, net assets and professional indemnity insurance.
Broker companies act as agent of the policy holder
- Capital requirement
- Paid-up share capital of not less than HKD 500,000 and net assets of not less than HKD 500,000
Official sourceVerified 2026-07-14
MPF Intermediary Registration (Principal Intermediary / Subsidiary Intermediary)
Mandatory Provident Fund Schemes Authority (MPFA)
Registration under the Mandatory Provident Fund Schemes Ordinance (Cap. 485) for any business or individual selling, marketing or advising on MPF schemes. Principal intermediaries must already be regulated by an industry regulator (HKMA, SFC or IA) and designate a responsible officer; subsidiary intermediaries are individuals attached to a principal intermediary who must pass an MPFA qualifying examination.
Required where the firm sells or advises on MPF schemes
Official sourceVerified 2026-07-14
Standard compliance
Compliance every Hong Kong company shares
Beyond anything specific to this activity, every Hong Kong company handles two-tiered profits tax, the annual return (Form NAR1) within 42 days of its incorporation anniversary, audited accounts, MPF enrolment for staff, and a company secretary. Emerhub runs all of it on your behalf.
See the full Hong Kong compliance calendarIncorporate in Hong Kong
Starting a activities auxiliary to insurance and pension funding business in Hong Kong?
Emerhub incorporates your company, registers the business nature above with the IRD, files every licence application, and runs your company secretary and compliance calendar. You provide the documents; Emerhub handles every government interaction.
Start incorporation with Emerhub