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
IA Radar

Insurance Intermediary Data Radar

Search How it works中文

Wisdom Alliance Wealth Management Limited

睿豐財富管理有限公司
FB1616Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1616
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-02-23
Valid to
2027-02-22

Contact & address

Fax
3007 7457
Address (EN)
Suite 1003, 10/F, Block 6, China Hong Kong City, 33 Canton Road, Tsim Sha Tsui, Kowloon
Address (中)
Suite 1003, 10/F, Block 6, China Hong Kong City, 33 Canton Road, Tsim Sha Tsui, Kowloon

Location

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

Representatives over time 17

09172021: 72022: 82023: 92024: 62025: 82026: 17202120222023202420252026

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)Ended2021-02-23

Appointed individuals (technical representatives) 23

LicenceNameLine of businessStatusAppointedCeased
IA6734Yang Yu-jye
楊裕傑
General & Long Term Business (including Linked Long Term Business)Active2021-03-03
IA6735Shen Ya Wen
沈雅雯
Long Term Business (including Linked Long Term Business)Active2021-03-01
IA7578Gu Hui
顧卉
Long Term Business (including Linked Long Term Business)Active2021-02-01
IA8274Lau Lee Sze
劉莉斯
Long Term Business (excluding Linked Long Term Business)Active2021-02-16
IH5647ZHAO NAN
趙楠
Long Term Business (excluding Linked Long Term Business)Active2025-10-15
IJ4213ZENG YAN
曾妍
Long Term Business (excluding Linked Long Term Business)Active2026-03-31
IM6411Zeng Yi
曾怡
General & Long Term Business (including Linked Long Term Business)Active2024-10-29
IO4335TSANG Yee Yin
曾綺賢
Long Term Business (including Linked Long Term Business)Active2026-01-23
JF2860Tsang Lee Yan
曾莉欣
General & Long Term Business (including Linked Long Term Business)Active2026-02-09
JK8607KAO YU TING
高郁婷
Long Term Business (excluding Linked Long Term Business)Active2025-09-29
JL3195CHENG HONGQIN
程洪欽
Long Term Business (excluding Linked Long Term Business)Active2025-11-27
JL7320CHENG SHI
成石
Long Term Business (excluding Linked Long Term Business)Active2026-02-02
JL8994FANG YU LI
方翊力
Long Term Business (including Linked Long Term Business)Active2026-03-05
JM3369KU WEN YAO
谷文瑤
Long Term Business (excluding Linked Long Term Business)Active2026-05-05
JM5351LI SHAO FENG
李紹鋒
Long Term Business (excluding Linked Long Term Business)Active2026-06-08
IA6920Lai Ming Fung
黎明鳳
Long Term Business (including Linked Long Term Business)Ended2021-02-012023-08-01
IA6921Chan Hiu Laam
陳曉嵐
Long Term Business (including Linked Long Term Business)Ended2021-02-012023-04-09
IA7361Wong Wing Yi
黃咏怡
General & Long Term Business (excluding Linked Long Term Business)Ended2021-02-012023-04-08
IA8314Ng Yuen Ying
伍婉熒
Long Term Business (including Linked Long Term Business)Ended2022-02-252024-05-02
IA9530Lee Yuen Ying
李婉瑩
General & Long Term Business (including Linked Long Term Business)Ended2023-01-162023-04-10
IB1391Cheung Lai Ping
章麗萍
Long Term Business (excluding Linked Long Term Business)Ended2019-10-27
IH7464ZHANG YANDA
張晏達
General & Long Term Business (including Linked Long Term Business)Ended2026-01-122026-07-09
JB1953CHU Hoi Ngan
褚愷顏
Long Term Business (including Linked Long Term Business)Ended2026-01-212026-06-30
Showing 23 of 23

Responsible officers 1

Yang Yu-jye 楊裕傑