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

關寶琳
IA6407Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
IA6407
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2025-01-28
Valid to
2028-01-27

Contact & address

Address (EN)
Unit B, 5/F, Bonham Circus, 40 Bonham Strand, Sheung Wan, Hong Kong
Address (中)
Unit B, 5/F, Bonham Circus, 40 Bonham Strand, Sheung Wan, Hong Kong

Location

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

Appointments & work history 4 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1852MoneySmart HK Financial Limited
MoneySmart HK Financial Limited		General & Long Term Business (excluding Linked Long Term Business)Active2025-01-28—
FB1066SESG INSURANCE SERVICES LIMITED
企業‧家‧國際保險服務有限公司		General & Long Term Business (including Linked Long Term Business)Ended2023-08-222024-07-09
FA2602HARVEST ADVISORY (HK) LTD
嘉實保匯(香港) 企業管理有限公司		Long Term Business (including Linked Long Term Business)Ended2021-04-072023-05-23
FB1794Hong Kong Ai Jia Wealth Management Limited
香港愛家財富管理有限公司		Long Term Business (including Linked Long Term Business)Ended2020-02-242020-04-29