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Money Concepts (Asia) Holdings Limited

美國萬利理財控股有限公司
FB1603Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1603
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2022-05-27
Valid to
2027-08-09

Contact & address

Tel
3105 2000
Fax
3105 2028
Email
advisor@moneyconceptsasia.com
Website
http://moneyconceptsasia.com/
Address (EN)
Office A on 15/F., Wayson Commercial House, 68-70 Lockhart Road, Wan Chai, Hong Kong
Address (中)
Office A on 15/F., Wayson Commercial House, 68-70 Lockhart Road, Wan Chai, 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 (2021–2026), from captured appointments.

2021: 32022: 42023: 32024: 32025: 12026: 0343310212223242526

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)Ended—2022-05-27

Appointed individuals (technical representatives) 5 · 0 active

LicenceNameLine of businessStatusAppointedCeased
IA2722LAU Yiu Hang
劉耀恒		General & Long Term Business (including Linked Long Term Business)Ended2021-10-042023-07-12
IA3442CHEUNG Pui Yee Denise
張佩儀		General & Long Term Business (including Linked Long Term Business)Ended2024-11-252025-06-29
IA5532Chan Kai Chun
陳佳俊		Long Term Business (including Linked Long Term Business)Ended2021-07-202024-07-19
IA5630KUM Kit Ching Catherine
甘潔貞		General & Long Term Business (including Linked Long Term Business)Ended2021-07-082022-02-01
JA9153WONG Chun Tung
黃振東		General & Long Term Business (including Linked Long Term Business)Ended2022-01-262024-01-02

Responsible officers 1

Tang Siu Ning 鄧少寧

Licence conditions 1

effectDate
1747324800000
condition
1. The Licensee shall not, and shall not hold itself out to: (a) negotiate or arrange any new contract of insurance; (b) invite or induce, or attempt to invite or induce, a person to enter into any new contract of insurance; (c) invite or induce, or attempt to invite or induce, any person to make a decision to make an application or proposal for a new contract of insurance; and (d) give regulated advice on making an application or proposal for a new contract of insurance. 2. The Licensee shall not receive or hold any monies as specified in section 71(2) of the Insurance Ordinance (Cap. 41) (i.e. (a) monies received by the company from or on behalf of a policy holder or potential policy holder for or on account of an insurer in connection with a contract of insurance; and (b) monies received by the company from or on behalf of an insurer for or on account of a policy holder or potential policy holder.)
conditionTc
1. 持牌人不得進行及不得顯示自己可進行以下活動： (a) 洽談或安排任何新的保險合約； (b) 邀請或誘使任何人訂立任何新的保險合約，或企圖邀請或誘使任何人訂立任何新的保險合約； (c) 邀請或誘使任何人就任何新的保險合約提出申請或作出建議而作出關鍵決定，或企圖邀請或誘使任何人就任何新的保險合約提出申請或作出建議而作出關鍵決定； 及 (d) 就任何新的保險合約提出申請或作出建議而提供受規管意見。 2. 持牌人不得收取或持有保險業條例 (第41章) 第71 (2)條指明的任何款項（即(a)有關公司在與某保險合約相關的情況下，從某保單持有人或潛在的保單持有人( 或代某保單持有人或潛在的保單持有人) 為某保險人或代某保險人收取的；及(b)有關公司從某保險人或代某保險人為某保單持有人或潛在的保單持有人( 或代某保單持有人或潛在的保單持有人) 收取的。)
conditionSc
1. 持牌人不得进行及不得显示自己可进行以下活动： (a) 洽谈或安排任何新的保险合约； (b) 邀请或诱使任何人订立任何新的保险合约，或企图邀请或诱使任何人订立任何新的保险合约； (c) 邀请或诱使任何人就任何新的保险合约提出申请或作出建议而作出关键决定，或企图邀请或诱使任何人就任何新的保险合约提出申请或作出建议而作出关键决定； 及 (d) 就任何新的保险合约提出申请或作出建议而提供受规管意见。 2. 持牌人不得收取或持有保险业条例 (第41章) 第71(2)条指明的任何款项（即(a)有关公司在与某保险合约相关的情况下，从某保单持有人或潜在的保单持有人( 或代某保单持有人或潜在的保单持有人) 为某保险人或代某保险人收取的；及(b)有关公司从某保险人或代某保险人为某保单持有人或潜在的保单持有人( 或代某保单持有人或潜在的保单持有人) 收取的。)