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IA6497Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
IA6497
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2023-11-14
Valid to
2026-11-13

Contact & address

Address (EN)
Room 1227, 12th Floor, Star House, 3 Salisbury Road, Tsim Sha Tsui, Kowloon, Hong Kong
Address (中)
Room 1227, 12th Floor, Star House, 3 Salisbury Road, Tsim Sha Tsui, Kowloon, Hong Kong

Location

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

Appointments & work history 3 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
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)Active2023-11-14—
FB1727Vision International Partners Limited
唯信國際顧問有限公司		General & Long Term Business (including Linked Long Term Business)Ended2021-02-102021-06-03
FB1727Vision International Partners Limited
唯信國際顧問有限公司		General & Long Term Business (including Linked Long Term Business)Ended—2021-02-10

Disciplinary / public actions 1

actionDate
1762185600000
actionTaken
3479
actionTakenEN
Fine for non-compliance with CPD requirements for 2023-2024 assessment period
actionTakenTC
因未能遵守2023 -2024評核期的持續專業培訓規定而被罰款
actionTakenSC
因未能遵守2023 -2024评核期的持续专业培训规定而被罚款
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