Unofficial — NOT the Insurance Authority. Data referenced from the public Insurance Intermediaries Register for reference only — verify on the iir.ia.org.hk
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Southwest Securities (HK) Wealth Management Limited

西證(香港)財富管理有限公司
FB1183Inactive / lapsedInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1183
Type
Insurance broker company
Status
Inactive / lapsed
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-07-15
Valid to
2022-07-20

Contact & address

Fax
2587 9115
Address (EN)
40/F, Lee Garden One, 33 Hysan Avenue Causeway Bay, Hong Kong
Address (中)
40/F, Lee Garden One, 33 Hysan Avenue Causeway Bay, Hong Kong

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 (2020–2026), from captured appointments.

2020: 22021: 122022: 82023: 02024: 02025: 02026: 02128000020212223242526

Appointed by principal(s) 2

PrincipalAppointing principalLine of businessStatusAppointedCeased
Not applicable
Not applicable
General & Long Term Business (including Linked Long Term Business)Ended2022-07-20
Not applicable
Not applicable
General & Long Term Business (including Linked Long Term Business)Ended2021-07-15

Appointed individuals (technical representatives) 18 · 0 active

LicenceNameLine of businessStatusAppointedCeased
IA2504YEUNG Fung Yee Flora
楊鳳儀
Long Term Business (including Linked Long Term Business)Ended2021-05-272022-07-20
IA2599Fan Suet Heung Fanny
范雪香
General & Long Term Business (including Linked Long Term Business)Ended2021-05-142021-09-01
IA2771Tong Shing Johnson
唐誠
Long Term Business (including Linked Long Term Business)Ended2021-05-252022-07-20
IA2826CHAN Yu Ming
陳汝銘
General & Long Term Business (including Linked Long Term Business)Ended2021-05-142021-12-10
IA2829CHONG Ching
莊正
Long Term Business (including Linked Long Term Business)Ended2020-01-18
IA2849SHEK Cheuk Fai Eric
石卓輝
Long Term Business (including Linked Long Term Business)Ended2021-05-14
IA3197TANG Sze Wan
鄧詩韻
General & Long Term Business (including Linked Long Term Business)Ended2020-05-19
IA3205YEUNG Ka Lun
楊嘉麟
General & Long Term Business (including Linked Long Term Business)Ended2021-05-142021-12-16
IA3206Wong Wai Fun
黃慧芬
General & Long Term Business (including Linked Long Term Business)Ended2021-05-142022-07-20
IA3211CHAN Kai Chiu
陳啟超
General & Long Term Business (including Linked Long Term Business)Ended2021-05-14
IA3229LEE Yin Ngor
李燕娥
Long Term Business (excluding Linked Long Term Business)Ended2021-05-142022-07-07
IA3237AU YEUNG Ming Yan
歐陽銘恩
General & Long Term Business (including Linked Long Term Business)Ended2021-05-142022-07-20
IA3379Leung Chui Ching
梁翠貞
Long Term Business (including Linked Long Term Business)Ended2021-05-142022-07-20
IA3565FUNG SZE YU
馮時裕
General & Long Term Business (including Linked Long Term Business)Ended2021-05-142022-07-20
IA3774TSUI Yiu Cham
徐堯湛
Long Term Business (excluding Linked Long Term Business)Ended2019-11-16
IA4036FENG Jiaying
馮家穎
General & Long Term Business (including Linked Long Term Business)Ended2021-09-10
IA4397Lee Yiu Keung
李耀强
General & Long Term Business (including Linked Long Term Business)Ended2020-06-192022-07-20
IA5516YEUNG Ching
楊靜
Long Term Business (excluding Linked Long Term Business)Ended2020-09-012021-06-21