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

Uni-Pro Wealth Management Company Limited

陞匯資產管理有限公司
FB1712Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1712
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2022-03-29
Valid to
2028-03-28

Contact & address

Fax
2117 3486
Address (EN)
Flat 10, 10/F, Fortune Commercial Building, 362 Sha Tsui Road, Tsuen Wan.
Address (中)
Flat 10, 10/F, Fortune Commercial Building, 362 Sha Tsui Road, Tsuen Wan.

Location

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

Representatives over time 2

0232020: 12021: 32022: 32023: 32024: 22025: 22026: 22020202120222023202420252026

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)Ended2022-03-29

Appointed individuals (technical representatives) 4

LicenceNameLine of businessStatusAppointedCeased
IA9139Chau Lai Fong
周麗芳
General & Long Term Business (including Linked Long Term Business)Active2021-07-14
IA6314POON Chi Lung
潘智龍
General & Long Term Business (including Linked Long Term Business)Ended2021-01-04
IA8200Ip Ho Wang
葉䯫鋐
General & Long Term Business (including Linked Long Term Business)Ended2021-07-192026-02-04
IN7032Leung Kai Shing David
梁啟盛
General & Long Term Business (excluding Linked Long Term Business)Ended2020-07-272023-12-01
Showing 4 of 4