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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uSMART Wealth Advisors Limited

盈立財富顧問有限公司
FB1511Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1511
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-09-10
Valid to
2027-09-09

Contact & address

Fax
25713861
Website
-
Address (EN)
1802 Bangkok Bank Bldg, 18 Bonham Strand West, Sheung Wan, H.K.
Address (中)
1802 Bangkok Bank Bldg, 18 Bonham Strand West, Sheung Wan, H.K.

Location

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

Representatives over time 3

0352021: 32022: 52023: 52024: 42025: 22026: 3202120222023202420252026

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)Ended2021-09-10

Appointed individuals (technical representatives) 8

LicenceNameLine of businessStatusAppointedCeased
IA5807Ng Chak Wai
吳澤偉
General & Long Term Business (including Linked Long Term Business)Active2021-02-24
JE3641IP Siu Man Louise
葉少雯
General & Long Term Business (excluding Linked Long Term Business)Active2022-06-07
JH4227YUEN HAO WEI
阮浩維
General & Long Term Business (including Linked Long Term Business)Active2026-07-23
IA6049WONG Sheung Sheung
黃湘湘
General & Long Term Business (excluding Linked Long Term Business)Ended2020-05-29
IA6144WU CHUN YIN STEVEN
胡俊彥
General & Long Term Business (including Linked Long Term Business)Ended2021-01-15
IA6635Leung Hon Chung
梁漢忠
General & Long Term Business (including Linked Long Term Business)Ended2021-06-172024-07-02
IA6913Leung Miu Lan
梁妙蘭
General & Long Term Business (including Linked Long Term Business)Ended2021-05-282024-01-12
JE3345CHU Lai Ting
朱麗婷
General & Long Term Business (excluding Linked Long Term Business)Ended2022-05-262023-04-20
Showing 8 of 8

Responsible officers 1

Ng Chak Wai 吳澤偉