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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CIS FAMILY WEALTH MANAGEMENT LIMITED

順安家族財富管理有限公司
FB1285Licence activeInsurance broker companyLong Term (excl. linked)
Licence no
FB1285
Type
Insurance broker company
Status
Licence active
Line of business
Long Term (excl. linked)
Valid from
2021-12-23
Valid to
2028-04-14

Contact & address

Tel
37431088
Fax
28508463
Email
compliance@cisgroup.hk
Website
https://cisgroup.hk
Address (EN)
Flat B, 21/F, Centre Point, 181-185 Gloucester Road, WanChai, HK
Address (中)
Flat B, 21/F, Centre Point, 181-185 Gloucester Road, WanChai, 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 (2023–2026), from captured appointments.

2023: 12024: 22025: 32026: 3123323242526

Appointed by principal(s) 2

PrincipalAppointing principalLine of businessStatusAppointedCeased
——Long Term Business (excluding Linked Long Term Business)Active——
—Not applicable
Not applicable		Long Term Business (excluding Linked Long Term Business)Ended—2021-12-23

Appointed individuals (technical representatives) 4 · 3 active

LicenceNameLine of businessStatusAppointedCeased
IA3941LEUNG TAK WING
梁德榮		Long Term Business (excluding Linked Long Term Business)Active2025-02-07—
IA8637Yu Shun Yan Verda
余舜茵		Long Term Business (excluding Linked Long Term Business)Active2024-10-29—
JE5408Li Ru
李儒		Long Term Business (excluding Linked Long Term Business)Active2025-08-13—
IB2692LAI SZE YAN
黎仕仁		Long Term Business (excluding Linked Long Term Business)Ended2023-06-072024-09-26

Responsible officers 1

Yu Shun Yan Verda 余舜茵