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Tam Wing Sum

譚穎心
IA3707Licence activeTechnical representative (agent)General
Licence no
IA3707
Type
Technical representative (agent)
Status
Licence active
Line of business
General
Valid from
2023-07-11
Valid to
2029-07-10

Contact & address

Address (EN)
Shanghai Commercial Bank Tower, 12 Queen's Road Central, Hong Kong
Address (中)
Shanghai Commercial Bank Tower, 12 Queen's Road Central, Hong Kong

Location

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

Appointments & work history 3 · 0 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FA3130SHANGHAI COMMERCIAL BANK LTD
上海商業銀行有限公司		General BusinessEnded2023-07-112026-06-11
FB1006Aon Hong Kong Limited
怡安保險顧問有限公司		General & Long Term Business (excluding Linked Long Term Business)Ended2021-09-092022-06-27
FB1006Aon Hong Kong Limited
怡安保險顧問有限公司		General & Long Term Business (excluding Linked Long Term Business)Ended—2021-09-09

Disciplinary / public actions 1

actionDate
1704729600000
actionTaken
2626
actionTakenEN
1. Fine 2. Suspension of licence (for a minimum of 3 months) for non-compliance with CPD requirements for 2021-2022 assessment period
actionTakenTC
因未能遵守2021 -2022評核期的持續專業培訓規定而被 1. 罰款 2. 暫時吊銷牌照(最少3個月)
actionTakenSC
因未能遵守2021 -2022评核期的持续专业培训规定而被 1. 罚款 2. 暂时吊销牌照(最少3个月)
pressReleaseEN
Nil
pressReleaseTC
沒有
pressReleaseSC
没有
pressReleases
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