Unofficial — NOT the Insurance Authority. Data referenced from the public Insurance Intermediaries Register for reference only — verify on the iir.ia.org.hk
IA Radar

Insurance Intermediary Data Radar

Search How it works中文

Poon Ceypo

潘施寶
IA5235Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
IA5235
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2024-07-26
Valid to
2027-07-25

Contact & address

Address (EN)
Unit B, 18/F, Nathan Commercial Bldg, 430-436 Nathan Road, Yau Ma Tei, Kowloon
Address (中)
Unit B, 18/F, Nathan Commercial Bldg, 430-436 Nathan Road, Yau Ma Tei, Kowloon

Location

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

Appointments & work history 4 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1782Prosper Glory Wealth Management Limited
優裕財富管理有限公司		General & Long Term Business (including Linked Long Term Business)Active2025-09-04—
FB1773Chuang Fu Wealth Management Limited
創富財富管理有限公司		General & Long Term Business (including Linked Long Term Business)Ended2024-08-192025-07-30
GB1035Star Flame Asset Management Limited
星火資產管理有限公司		General & Long Term Business (excluding Linked Long Term Business)Ended2021-08-202023-04-30
FB1509Gravity Capital Management Limited
引力資本管理有限公司		General & Long Term Business (including Linked Long Term Business)Ended—2021-03-05

Disciplinary / public actions 1

actionDate
1687881600000
actionTaken
845
actionTakenEN
Fine 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罰款
actionTakenSC
因未能遵守2021 -2022评核期的持续专业培训规定而被罚款
pressReleaseEN
Nil
pressReleaseTC
沒有
pressReleaseSC
没有
pressReleases
[]