Unofficial — NOT the Insurance Authority. Data compiled from the Insurance Authority (IA) and other public regulatory records, for reference only — verify on the iir.ia.org.hk

Insurance Intermediary Data Radar

TSUI Kwan

徐琨

IA7122Licence activeTechnical representative (broker)Long Term (incl. investment-linked)

Licence no

IA7122

Type

Technical representative (broker)

Status

Licence active

Line of business

Long Term (incl. investment-linked)

Valid from

2021-12-17

Valid to

2027-12-16

Contact & address

Address (EN)

Room 903-6, 9th Floor, Exchange Tower, No.33 Wang Chiu Road, Kowloon Bay, Kowloon, Hong Kong

Address (中)

Room 903-6, 9th Floor, Exchange Tower, No.33 Wang Chiu Road, Kowloon Bay, Kowloon, Hong Kong

Location

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

Appointments & work history 2 · 1 active

Principal	Appointing firm	Line of business	Status	Appointed	Ceased
FB1605	Frontier Financial Advisory Services Ltd. 領譽理財服務有限公司	Long Term Business (including Linked Long Term Business)	Active	2021-12-17	—
FB1632	Nova Strategy Wealth Management Limited 諾華策略財富管理有限公司	Long Term Business (including Linked Long Term Business)	Ended	—	2021-03-29

Disciplinary / public actions 1

actionDate

1694188800000

actionTaken

1867

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

[]