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Swiss United Wealth Management Limited

瑞聯財富管理有限公司
FB1533Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1533
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-05-13
Valid to
2027-05-12

Contact & address

Fax
2918 4569
Address (EN)
Rooms 1101-05 & 09-10, 11/F., China Resources Building, 26 Harbour Road, Wanchai, Hong Kong
Address (中)
Rooms 1101-05 & 09-10, 11/F., China Resources Building, 26 Harbour Road, Wanchai, 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 (2019–2026), from captured appointments.

2019: 32020: 112021: 302022: 212023: 202024: 182025: 162026: 4311302120181641920212223242526

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)Ended2021-05-13

Appointed individuals (technical representatives) 46 · 3 active

LicenceNameLine of businessStatusAppointedCeased
IA5041Lam Pui Yi
林佩儀
General & Long Term Business (including Linked Long Term Business)Active2021-03-05
IA7199Chu Ching
朱青
General & Long Term Business (including Linked Long Term Business)Active2021-03-09
IA7452Lo Kwok Wai
盧國偉
General & Long Term Business (including Linked Long Term Business)Active2021-02-18
IA2759Wong Pui Sze
黃珮詩
General & Long Term Business (including Linked Long Term Business)Ended2021-08-262022-04-20
IA3134CHOI Man Kit
蔡文傑
General & Long Term Business (including Linked Long Term Business)Ended2021-01-222021-03-15
IA5507Lau Po Wah Chris
劉寶華
General & Long Term Business (including Linked Long Term Business)Ended2021-02-182024-02-17
IA5515NGAI Shuk Wa Summy
魏淑華
General & Long Term Business (including Linked Long Term Business)Ended2019-10-24
IA5610Pang Sze Sze
彭詩詩
Long Term Business (including Linked Long Term Business)Ended2021-03-172025-07-30
IA5876Lo Hin Chi
盧衍智
General & Long Term Business (including Linked Long Term Business)Ended2021-02-182023-09-19
IA6516Fu Ka Wan
傅嘉韻
General & Long Term Business (including Linked Long Term Business)Ended2021-02-182025-07-31
IA6554Lai Yuen Yan
黎宛甄
Long Term Business (including Linked Long Term Business)Ended2021-02-24
IA7169Chan Chi Lai Edward
陳智禮
General & Long Term Business (including Linked Long Term Business)Ended2021-02-10
IA7201Chow Ho Yi
周可怡
Long Term Business (including Linked Long Term Business)Ended2021-02-182025-08-18
IA7248Lau Man Sum
柳文深
Long Term Business (including Linked Long Term Business)Ended2021-03-172025-07-31
IA7300WONG SZE WAI
黃詩惠
Long Term Business (including Linked Long Term Business)Ended2021-02-18
IA7458Fung Cheuk Luk
馮卓犖
General & Long Term Business (including Linked Long Term Business)Ended2021-03-152021-06-15
IA7516Ng Chui Ping Mellissa
吳翠萍
General & Long Term Business (including Linked Long Term Business)Ended2021-05-062023-07-31
IA7598Kwan Hoa Leung Wilkinson
關浩樑
General & Long Term Business (including Linked Long Term Business)Ended2021-03-022025-07-31
IA7652Chen Yumei
陳鈺媚
Long Term Business (including Linked Long Term Business)Ended2021-03-172025-07-31
IA7739Siu Lilian Chi Yan
蕭芷欣
Long Term Business (including Linked Long Term Business)Ended2021-03-24
IA7860Cui Junming
崔竣茗
Long Term Business (including Linked Long Term Business)Ended2021-02-192024-07-09
IA8042Huang Jiayu
黃家瑜
Long Term Business (including Linked Long Term Business)Ended2021-03-092025-07-31
IA8246Kam Yu
金裕
Long Term Business (including Linked Long Term Business)Ended2020-02-12
IA8275Zhou Ye
周曄
Long Term Business (including Linked Long Term Business)Ended2019-09-23
IA8605Yung Wai Lung
翁偉龍
Long Term Business (including Linked Long Term Business)Ended2021-02-242021-10-27
IA8752Tong Heung Yan Donna
唐向欣
General & Long Term Business (including Linked Long Term Business)Ended2021-03-092021-06-12
IA8944Su Shiwen
粟詩雯
Long Term Business (including Linked Long Term Business)Ended2021-02-242025-07-24
IA8969Chang Pei Ying
張佩瑩
Long Term Business (including Linked Long Term Business)Ended2021-03-052025-07-23
IA9008MA KENAN
馬棵楠
Long Term Business (including Linked Long Term Business)Ended2021-02-19
IB1409CHAN Kin Keung
陳健強
General & Long Term Business (including Linked Long Term Business)Ended2025-05-232025-06-14
IB1473Liu Kwong Chi
廖廣智
Long Term Business (including Linked Long Term Business)Ended2021-03-152025-07-23
IB1545Li Hao
李昊
Long Term Business (including Linked Long Term Business)Ended2020-08-19
IJ1593MAI Yingyi
麥穎儀
General & Long Term Business (including Linked Long Term Business)Ended2021-01-192025-08-01
IM2186HUNG Hsin Ying
洪欣瑩
Long Term Business (including Linked Long Term Business)Ended2020-02-072021-01-18
JA1286LO Hung Kei
勞鴻基
Long Term Business (including Linked Long Term Business)Ended2019-10-282021-08-02
JA1973WU Yi Chieh
吳怡潔
Long Term Business (including Linked Long Term Business)Ended2020-09-302026-06-04
JA5576XU YIBAO
徐一葆
Long Term Business (including Linked Long Term Business)Ended2019-12-192020-05-19
JA5579CHAN Tak Hang
陳德恒
Long Term Business (including Linked Long Term Business)Ended2019-12-192020-01-29
JA7936LAU Hiu Kwan
劉曉焜
Long Term Business (including Linked Long Term Business)Ended2020-01-202020-07-12
JA8621Wang Shishi
王 詩詩
Long Term Business (including Linked Long Term Business)Ended2020-02-122020-07-11
JB5002LU Sian
盧思安
Long Term Business (including Linked Long Term Business)Ended2020-09-222020-11-11
JB7063LO Tsz Yau
盧祉佑
Long Term Business (including Linked Long Term Business)Ended2020-08-132021-08-02
JB7132YU Kaidrian
余蔚堯
Long Term Business (including Linked Long Term Business)Ended2020-08-142021-01-18
JC2304ZHU Yufei
朱雨菲
Long Term Business (including Linked Long Term Business)Ended2020-11-112021-01-18
JD3870CHOY Shing Wui
蔡成滙
Long Term Business (including Linked Long Term Business)Ended2021-08-042021-10-25
JE3714WONG Man Ki
黃文琦
Long Term Business (excluding Linked Long Term Business)Ended2022-06-092024-07-28

Responsible officers 1

Chan Sau Lan 陳秀蘭