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

Insurance Intermediary Data Radar

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

WFPL.ADMIN@WE-HOLDING.COM

Address (EN)

Unit 7701 & 7708, 77/F, International Commerce Centre, 1 Austin Road West, Kowloon

Address (中)

Unit 7701 & 7708, 77/F, International Commerce Centre, 1 Austin Road West, Kowloon

Location

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

Representatives over time 6

Appointed by principal(s) 1

Principal	Appointing principal	Line of business	Status	Appointed	Ceased
—	—	General & Long Term Business (including Linked Long Term Business)	Active	—	—

Appointed individuals (technical representatives) 7

Licence	Name	Line of business	Status	Appointed	Ceased
IA9749	CHAN SHEUNG YICK 陳常益	General & Long Term Business (including Linked Long Term Business)	Active	2026-08-21	—
IG9934	Chueng Kwun Sum 張冠琛	Long Term Business (including Linked Long Term Business)	Active	2026-05-13	—
JM5261	GAO JIALU 高嘉璐	Long Term Business (excluding Linked Long Term Business)	Active	2026-09-16	—
IA6276	CHAN KWOK WAI 陳覺偉	General & Long Term Business (including Linked Long Term Business)	Ended	2024-12-27	2026-10-12
IA7396	Wong Bing Sum 王冰心	General & Long Term Business (including Linked Long Term Business)	Ended	2024-01-10	2025-01-04
JD6027	Qiu Shuyang 邱書洋	Long Term Business (excluding Linked Long Term Business)	Ended	2024-10-22	2026-07-30
JH1053	Chan Wing Tak 陳穎德	General & Long Term Business (including Linked Long Term Business)	Ended	2025-07-08	2026-07-20

Showing 7 of 7

Responsible officers 1

CHAN SHEUNG YICK 陳常益