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HOLISTIC WEALTH MANAGEMENT LIMITED

富健財富管理有限公司
FA2256Licence activeInsurance agencyLong Term (incl. investment-linked)
Licence no
FA2256
Type
Insurance agency
Status
Licence active
Line of business
Long Term (incl. investment-linked)
Valid from
2021-12-09
Valid to
2027-12-08

Contact & address

Address (EN)
7B YARDLEY COMMERCIAL BUILDING 3 CONNAUGHT ROAD WEST SHEUNG WAN, HK
Address (中)
7B YARDLEY COMMERCIAL BUILDING 3 CONNAUGHT ROAD WEST SHEUNG WAN, HK

Location

Approximate — geocoded from the registered address. Open in Google Maps →

Representatives over time

Distinct individuals appointed by this firm who were active each year (2019–2026), from captured appointments.

2019: 12020: 12021: 22022: 22023: 42024: 42025: 42026: 5112244451920212223242526

Appointed by principal(s) 2

PrincipalAppointing principalLine of businessStatusAppointedCeased
F3394Chow Tai Fook Life Insurance Company Limited
周大福人壽保險有限公司
Long Term Business (including Linked Long Term Business)Active2021-12-09
Chow Tai Fook Life Insurance Company Limited
周大福人壽保險有限公司
Long Term Business (including Linked Long Term Business)Ended2021-12-09

Appointed individuals (technical representatives) 6 · 5 active

LicenceNameLine of businessStatusAppointedCeased
IC8220CHAN PO CHIN
陳保芊
Long Term Business (including Linked Long Term Business)Active2021-08-02
ID7279CHAN KIT MAN
陳潔雯
Long Term Business (including Linked Long Term Business)Active2021-08-04
IE3439Wong Wai Lung
王惠農
Long Term Business (including Linked Long Term Business)Active2023-09-28
IF1502WAN YUE KI SANDA
溫御岐
Long Term Business (including Linked Long Term Business)Active2023-09-01
IG2304LIU JIAHUI
劉佳慧
Long Term Business (including Linked Long Term Business)Active2026-05-05
JA2005FUNG KA KUI
馮家駒
Long Term Business (including Linked Long Term Business)Ended2019-11-142020-08-31

Responsible officers 1

WAN YUE KI SANDA 溫御岐