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Sunbright Wealth Management Limited

日彤財富管理有限公司
FB1829Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1829
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-04-23
Valid to
2027-04-22

Contact & address

Tel
61146835
Fax
nil
Email
info@sunbrightwm.com
Address (EN)
Room 1804, 18/F., K11 ATELIER, 18 Salisbury Road, Tsimshatsui, Kowloon, Hong Kong
Address (中)
Room 1804, 18/F., K11 ATELIER, 18 Salisbury Road, Tsimshatsui, Kowloon, 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 (2020–2026), from captured appointments.

2020: 12021: 42022: 32023: 22024: 52025: 62026: 3143256320212223242526

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—2021-04-23

Appointed individuals (technical representatives) 8 · 2 active

LicenceNameLine of businessStatusAppointedCeased
IA8374Lam Wing Yee
林詠儀		Long Term Business (including Linked Long Term Business)Active2021-07-23—
JC5324Leung Hiu Kwan
梁曉君		Long Term Business (excluding Linked Long Term Business)Active2024-04-26—
IA7463Zhu Zhen
朱臻		General & Long Term Business (including Linked Long Term Business)Ended2020-02-262021-12-09
IB1702HO KA WAI
何嘉惠		General & Long Term Business (excluding Linked Long Term Business)Ended2021-07-272022-04-11
IK7700Fung Ka Ho
馮嘉豪		Long Term Business (excluding Linked Long Term Business)Ended2025-06-202025-07-31
IN6593So Shing Lai
蘇承禮		General & Long Term Business (including Linked Long Term Business)Ended2024-10-222025-02-18
JD3985HO KA YEE
何嘉意		General & Long Term Business (including Linked Long Term Business)Ended2021-12-082026-04-17
JH3512Zhao Zichen
赵梓辰		Long Term Business (excluding Linked Long Term Business)Ended2024-07-172025-07-31

Licence conditions 1

effectDate
1779811200000
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) Unless it has obtained prior written consent from the Insurance Authority, the licensee shall not receive, hold or deal with 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) 除非事先獲得保險業監管局的書面同意，否則持牌人不得收取、持有或處理保險業條例 (第41章) 第71 (2)條指明的任何款項（即(a)有關公司在與保險合約相關的情況下，從保單持有人或潛在的保單持有人( 或代保單持有人或潛在的保單持有人) 為保險人或代保險人收取的款項；及(b)有關公司從保險人或代保險人為保單持有人或潛在的保單持有人( 或代保單持有人或潛在的保單持有人) 收取的款項。)
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) 除非事先获得保险业监管局的书面同意，否则持牌人不得收取、持有或处理保险业条例 (第41章) 第71 (2)条指明的任何款项（即(a)有关公司在与保险合约相关的情况下，从保单持有人或潜在的保单持有人( 或代保单持有人或潜在的保单持有人) 为保险人或代保险人收取的款项；及(b)有关公司从保险人或代保险人为保单持有人或潜在的保单持有人( 或代保单持有人或潜在的保单持有人) 收取的款项。)