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First Shanghai Wealth Management Ltd.

第一上海財富管理有限公司
FB1431Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1431
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-11-12
Valid to
2027-11-11

Contact & address

Fax
2532 1993
Address (EN)
Room 2402-04, 24/F, Wing On House, 71 Des Voeux Road Central, Hong Kong
Address (中)
Room 2402-04, 24/F, Wing On House, 71 Des Voeux Road Central, 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: 32022: 42023: 82024: 122025: 152026: 11234812151120212223242526

Appointed by principal(s) 2

PrincipalAppointing principalLine of businessStatusAppointedCeased
General & Long Term Business (including Linked Long Term Business)Active
Not applicable
Not applicable
General & Long Term Business (including Linked Long Term Business)Ended2021-11-12

Appointed individuals (technical representatives) 19 · 9 active

LicenceNameLine of businessStatusAppointedCeased
IA5820Ng Chi Sum
吳志森
General & Long Term Business (including Linked Long Term Business)Active2023-12-05
IA6141Lee Ping Diana
李 萍
General & Long Term Business (including Linked Long Term Business)Active2024-03-12
IA7667Nie Linghao
聶羚昊
Long Term Business (including Linked Long Term Business)Active2023-10-06
IA9009Poon Chun Sun Eric
潘浚燊
General & Long Term Business (including Linked Long Term Business)Active2025-06-24
IE7520Cheng Vincent
鄭兆林
General & Long Term Business (including Linked Long Term Business)Active2023-02-09
IH6196Gao Lin
高琳
Long Term Business (including Linked Long Term Business)Active2023-03-30
IJ7396Xiao Lei Tracy
肖蕾
General & Long Term Business (including Linked Long Term Business)Active2024-05-31
IK2243HO YEE HAN
何怡嫻
Long Term Business (excluding Linked Long Term Business)Active2024-07-24
JE2178Lam Lo Lap
林魯立
General & Long Term Business (including Linked Long Term Business)Active2024-04-26
IA2197LUK Ho On
陸可安
Long Term Business (including Linked Long Term Business)Ended2025-09-102026-04-15
IA5958MAK TSZ YING RAINIE
麥紫瑩
General & Long Term Business (including Linked Long Term Business)Ended2022-10-252025-08-28
IA7934MA KWAN LUNG
馬君龍
General & Long Term Business (including Linked Long Term Business)Ended2021-07-292025-08-15
IB1586SZE KIN CHOI
施建材
Long Term Business (including Linked Long Term Business)Ended2021-07-082025-08-25
IJ8283GOU Jie
苟杰
General & Long Term Business (including Linked Long Term Business)Ended2025-02-122025-08-15
JB1545LAU Kiu Hong
劉翹匡
General & Long Term Business (including Linked Long Term Business)Ended2025-10-222026-01-26
JB2435KAN Hin Chung
簡顯聰
General & Long Term Business (including Linked Long Term Business)Ended2020-05-062022-07-28
JB5885Chen Xuting
陳旭霆
General & Long Term Business (including Linked Long Term Business)Ended2020-07-222020-09-25
JF1842Lee Chun Yuen
李峻源
General & Long Term Business (including Linked Long Term Business)Ended2023-02-162023-09-29
JG5523Zeng Weiwei
曾维唯
Long Term Business (excluding Linked Long Term Business)Ended2024-02-092024-11-12

Responsible officers 1

Poon Chun Sun Eric 潘浚燊