Unofficial — NOT the Insurance Authority. Data referenced from the public Insurance Intermediaries Register for reference only — verify on the iir.ia.org.hk
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Shengyuan Global Wealth Management Company Limited

盛元環球財富管理有限公司
GB1058Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
GB1058
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2022-08-11
Valid to
2028-08-10

Contact & address

Tel
36195301
Fax
23799982
Email
compliance@sygwm.com
Website
N/A
Address (EN)
Room A, 20/F., Block 1, China Hong Kong City, 33 Canton Road, Tsim Sha Tsui, Kowloon, Hong Kong
Address (中)
Room A, 20/F., Block 1, China Hong Kong City, 33 Canton Road, Tsim Sha Tsui, 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 (2022–2026), from captured appointments.

2022: 32023: 52024: 52025: 52026: 6355562223242526

Appointed by principal(s) 1

PrincipalAppointing principalLine of businessStatusAppointedCeased
——General & Long Term Business (including Linked Long Term Business)Active——

Appointed individuals (technical representatives) 7 · 3 active

LicenceNameLine of businessStatusAppointedCeased
IA7334Chang Lam Sum Jessie
張藍心		Long Term Business (including Linked Long Term Business)Active2022-10-03—
IA8742LAM Ping
林平		Long Term Business (including Linked Long Term Business)Active2024-10-21—
JM3894ZHANG YISHU
張一樹		Long Term Business (excluding Linked Long Term Business)Active2026-05-15—
IA5335Lee Pui Man
李佩敏		General & Long Term Business (including Linked Long Term Business)Ended2023-03-102026-02-15
IA7396Wong Bing Sum
王冰心		General & Long Term Business (including Linked Long Term Business)Ended2022-08-112023-02-02
IA8313Lau Yuk Fan Ivy
劉玉芬		General & Long Term Business (including Linked Long Term Business)Ended2022-11-012026-03-20
IL5468Cheng Ka Lai
鄭嘉麗		Long Term Business (excluding Linked Long Term Business)Ended2023-11-012026-03-20