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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

Fax
23799982
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 10

05102022: 42023: 72024: 62025: 72026: 1020222023202420252026

Appointed by principal(s) 1

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

Appointed individuals (technical representatives) 12

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
IA9803Wu Siu Ping
胡少評
Long Term Business (including Linked Long Term Business)Active2026-02-04
IB1102Mok Tak Man
莫德民
General & Long Term Business (including Linked Long Term Business)Active2026-06-23
JA9612LAM Yan Ching Tom
林恩正
Long Term Business (including Linked Long Term Business)Active2023-11-02
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
IG9661CHOI HUNG
蔡鴻
Long Term Business (including Linked Long Term Business)Ended2025-11-102026-03-20
IL5468Cheng Ka Lai
鄭嘉麗
Long Term Business (excluding Linked Long Term Business)Ended2023-11-012026-03-20
JB1701YUEN Tak Wai Alexander
阮德偉
General & Long Term Business (including Linked Long Term Business)Ended2022-10-102023-03-06
Showing 12 of 12

Responsible officers 1

Mok Tak Man 莫德民