Unofficial — NOT the Insurance Authority. Data referenced from the public Insurance Intermediaries Register for reference only — verify on the iir.ia.org.hk
IA Radar

Insurance Intermediary Data Radar

Search How it works中文

Compass Wealth Management Limited

晉譽財富管理有限公司
FB1709Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1709
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-10-29
Valid to
2027-10-28

Contact & address

Fax
37145533
Website
N.A.
Address (EN)
16/Floor, C-Bons International Centre, 108 Wai Yip Street, Kowloon
Address (中)
16/Floor, C-Bons International Centre, 108 Wai Yip Street, 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 (2021–2026), from captured appointments.

2021: 42022: 42023: 42024: 62025: 52026: 5444655212223242526

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)Ended2021-10-29

Appointed individuals (technical representatives) 11 · 5 active

LicenceNameLine of businessStatusAppointedCeased
IF5371Chan Wing Chuen
陳永泉
Long Term Business (excluding Linked Long Term Business)Active2026-02-16
IH9167Liu Shu
劉抒
Long Term Business (including Linked Long Term Business)Active2025-12-15
JF3703Yuen Yan Wing Stephen
袁欣榮
General & Long Term Business (including Linked Long Term Business)Active2024-09-10
JH1915LIU WANYING
劉婉莹
Long Term Business (excluding Linked Long Term Business)Active2025-08-06
JK6927WU JIONGYE
仵炯燁
Long Term Business (excluding Linked Long Term Business)Active2025-09-01
IA5644Leung Sang Kwong
梁生光
General & Long Term Business (including Linked Long Term Business)Ended2021-07-31
IA5693Yip Kwok Chun
葉國俊
General & Long Term Business (including Linked Long Term Business)Ended2021-02-262024-11-14
IA6193Lam Ian
林巳人
General & Long Term Business (including Linked Long Term Business)Ended2021-02-082024-03-02
IA6412CHUNG Andrew Wai Yip
鍾偉業
Long Term Business (including Linked Long Term Business)Ended2021-02-082024-03-02
IA7729Choi Yee Man Emily
蔡依文
General & Long Term Business (including Linked Long Term Business)Ended2021-02-262024-02-08
IJ7972WANG HAORAN
王浩然
Long Term Business (excluding Linked Long Term Business)Ended2024-06-182025-05-08

Responsible officers 1

Yuen Yan Wing Stephen 袁欣榮