Unofficial — NOT the Insurance Authority. Data compiled from the Insurance Authority (IA) and other public regulatory records, for reference only — verify on the iir.ia.org.hk
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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)
Suite 03B-04A 11/F Tower 6, CHINA HONG KONG CITY, 33 CANTON ROAD, TSIM SHA TSUI, KOWLOON
Address (中)
Suite 03B-04A 11/F Tower 6, CHINA HONG KONG CITY, 33 CANTON ROAD, TSIM SHA TSUI, KOWLOON

Location

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

Representatives over time 6

0362019: 12020: 12021: 22022: 22023: 42024: 42025: 52026: 620192020202120222023202420252026

Appointed by principal(s) 1

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

Appointed individuals (technical representatives) 13

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
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
IL9425Yu Sin Man
于仙旻
Long Term Business (excluding Linked Long Term Business)Active2025-04-09
IE3439Wong Wai Lung
王惠農
Long Term Business (including Linked Long Term Business)Ended2023-09-282026-06-30
IN9616HO CHUI MING
何翠明
Long Term Business (including Linked Long Term Business)Ended2020-08-31
IN9752SZE KWAN HUNG
施昆虹
Long Term Business (excluding Linked Long Term Business)Ended2020-08-31
IN9813CHAN YEE TUNG WOODIE
陳漪彤
Long Term Business (excluding Linked Long Term Business)Ended2020-08-31
IN9819LAM KIN YI
林健儀
Long Term Business (excluding Linked Long Term Business)Ended2020-08-31
IN9847KWAN TZE KIT
關梓傑
Long Term Business (excluding Linked Long Term Business)Ended2020-08-31
IN9940TANG YIN NAM
鄧燕楠
Long Term Business (excluding Linked Long Term Business)Ended2020-08-31
JA2005FUNG KA KUI
馮家駒
Long Term Business (including Linked Long Term Business)Ended2019-11-142020-08-31
Showing 13 of 13

Responsible officers 1

WAN YUE KI SANDA 溫御岐