Unofficial — NOT the Insurance Authority. Data referenced from the public Insurance Intermediaries Register 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)

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

Distinct individuals appointed by this firm who were active each year (2024–2026), from captured appointments.

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) 3 · 2 active

Licence	Name	Line of business	Status	Appointed	Ceased
IA6276	CHAN KWOK WAI 陳覺偉	General & Long Term Business (including Linked Long Term Business)	Active	2024-12-27	—
JD6027	Qiu Shuyang 邱書洋	Long Term Business (excluding Linked Long Term Business)	Active	2024-10-22	—
IA7396	Wong Bing Sum 王冰心	General & Long Term Business (including Linked Long Term Business)	Ended	2024-01-10	2025-01-04

Responsible officers 1

CHAN KWOK WAI 陳覺偉