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LIS Wealth Management Ltd.

德悅財富管理有限公司
FB1559Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1559
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-03-11
Valid to
2027-03-10

Contact & address

Fax
2151 8077
Website
www.lis.hk
Address (EN)
Room 402, 4/F., No.29 Austin Road, Tsim Sha Tsui, Kowloon
Address (中)
Room 402, 4/F., No.29 Austin Road, Tsim Sha Tsui, Kowloon

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: 112022: 142023: 202024: 202025: 172026: 16211142020171620212223242526

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)Ended2021-03-11

Appointed individuals (technical representatives) 31 · 15 active

LicenceNameLine of businessStatusAppointedCeased
IA6103San To Hok Kwan
申屠學軍
Long Term Business (including Linked Long Term Business)Active2021-05-25
IA6126Lo Wai Man
羅為民
General & Long Term Business (including Linked Long Term Business)Active2021-12-13
IA6387Lau Lee Kwan
劉利君
General & Long Term Business (including Linked Long Term Business)Active2021-02-26
IA7673Cheng Zi
程姿
Long Term Business (excluding Linked Long Term Business)Active2025-08-25
IA8108Chung Hon Lam
鍾漢林
Long Term Business (excluding Linked Long Term Business)Active2022-05-11
IF2665Chan Suk Yin
陳淑賢
General & Long Term Business (including Linked Long Term Business)Active2022-10-03
IJ4419CHEN YINGYING
陳萤莹
General & Long Term Business (excluding Linked Long Term Business)Active2024-11-13
IJ5921WU DI
吳迪
General & Long Term Business (including Linked Long Term Business)Active2024-09-13
IK1521CHAN WING YEE
陳詠儀
General & Long Term Business (excluding Linked Long Term Business)Active2023-10-17
IM3099CHEN XIAOLI
陳晓莉
Long Term Business (excluding Linked Long Term Business)Active2025-10-16
JB1350TONG Wing Yin Jason
湯穎賢
General & Long Term Business (including Linked Long Term Business)Active2020-03-25
JC8252NG SUI FAN
吳瑞芬
General & Long Term Business (including Linked Long Term Business)Active2021-05-13
JF6868ZHU SHENGYUE
朱聖悦
Long Term Business (excluding Linked Long Term Business)Active2026-01-22
JH1416TIAN YING
田穎
Long Term Business (excluding Linked Long Term Business)Active2024-06-03
JH6417GUAN WEIYA
關瑋雅
Long Term Business (excluding Linked Long Term Business)Active2024-09-11
IA6108Chan Chi Wang
陳智宏
General & Long Term Business (including Linked Long Term Business)Ended2021-04-20
IA7768ZHANG Wan
張琬
Long Term Business (including Linked Long Term Business)Ended2020-01-07
IA7851Liu Yixi
劉易茜
Long Term Business (including Linked Long Term Business)Ended2021-11-02
IA8478Sun Xiaocui
孫晓翠
Long Term Business (including Linked Long Term Business)Ended2021-12-172024-07-15
IA8866LAM KA WAI CAROL
林嘉慧
Long Term Business (including Linked Long Term Business)Ended2023-05-172023-09-13
IB1389NGAN MIU MING
顏妙明
Long Term Business (excluding Linked Long Term Business)Ended2021-09-082023-07-24
IE7268LEUNG Cheuk Hang
梁焯恒
Long Term Business (excluding Linked Long Term Business)Ended2021-01-062023-07-14
IH3503Zhao Juan
趙娟
Long Term Business (excluding Linked Long Term Business)Ended2022-08-192023-07-22
IK2156CHEN Qiuxian
陳秋嫻
General & Long Term Business (excluding Linked Long Term Business)Ended2020-11-122025-09-15
JC5821Lam Wing Kei Kitty
林詠琪
Long Term Business (excluding Linked Long Term Business)Ended2023-08-102023-11-03
JC8574KONG LI
孔麗
Long Term Business (excluding Linked Long Term Business)Ended2021-04-132024-07-15
JD9072Chan Kai Man Kant
陳啟文
Long Term Business (excluding Linked Long Term Business)Ended2023-10-042024-07-15
JD9137CAO YAN
曹妍
Long Term Business (excluding Linked Long Term Business)Ended2021-12-212024-08-05
JG2739Xu Renfei
許任飛
Long Term Business (excluding Linked Long Term Business)Ended2023-11-302024-07-15
JG3925Chen Huang
陳煌
Long Term Business (excluding Linked Long Term Business)Ended2023-12-222025-08-18
JG5171AN JUNJIE
安俊杰
Long Term Business (excluding Linked Long Term Business)Ended2024-10-242026-06-05

Responsible officers 1

Lau Lee Kwan 劉利君