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WE Financial Planning Limited

維恩財富策劃有限公司
GB1073Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
GB1073
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2024-01-10
Valid to
2027-01-09

Contact & address

Tel
37008169
Email
WFPL.ADMIN@WE-HOLDING.COM
Address (EN)
27/F, OVEST, 77 Wing Lok Street, HK
Address (中)
27/F, OVEST, 77 Wing Lok Street, HK

Location

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

Representatives over time 4

0242024: 32025: 42026: 4202420252026

Appointed by principal(s) 1

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

Appointed individuals (technical representatives) 5

LicenceNameLine of businessStatusAppointedCeased
IA6276CHAN KWOK WAI
陳覺偉		General & Long Term Business (including Linked Long Term Business)Active2024-12-27—
IG9934Chueng Kwun Sum
張冠琛		Long Term Business (including Linked Long Term Business)Active2026-05-13—
JD6027Qiu Shuyang
邱書洋		Long Term Business (excluding Linked Long Term Business)Active2024-10-22—
IA7396Wong Bing Sum
王冰心		General & Long Term Business (including Linked Long Term Business)Ended2024-01-102025-01-04
JH1053Chan Wing Tak
陳穎德		General & Long Term Business (including Linked Long Term Business)Ended2025-07-082026-07-20
Showing 5 of 5

Responsible officers 1

CHAN KWOK WAI 陳覺偉