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

Yang Xu

楊旭
IA6698Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
IA6698
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-04-16
Valid to
2027-04-15

Contact & address

Address (EN)
Suite 2001, 20/F,Tower 1,China Hong Kong City,33 Canton Road, Tsim Sha Tsui,Hong Kong
Address (中)
Suite 2001, 20/F,Tower 1,China Hong Kong City,33 Canton Road, Tsim Sha Tsui,Hong Kong

Location

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

Appointments & work history 3 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1148Waterdrop Financial Services (HK) Limited
水滴金融服務(香港)有限公司		Long Term Business (including Linked Long Term Business)Active2024-10-30—
FB1452OnePlatform Wealth Management Limited
環一財富管理有限公司		General & Long Term Business (including Linked Long Term Business)Ended2022-06-302024-10-10
FB1360Convoy Financial Services Ltd.
康宏理財服務有限公司		General & Long Term Business (including Linked Long Term Business)Ended—2021-04-16

Disciplinary / public actions 1

actionDate
1685635200000
actionTaken
663
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
[]