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
IA Radar

Insurance Intermediary Data Radar

Search How it works中文

Zhao Xiaolan

趙曉嵐
IA7605Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
IA7605
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-02-18
Valid to
2027-02-17

Contact & address

Address (EN)
28th Floor of No.8 Wyndham Street, Central, Hong Kong
Address (中)
28th Floor of No.8 Wyndham Street, Central, Hong Kong

Location

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

Appointments & work history 3 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1326AutoMate Wealth Management Limited
理德財富管理有限公司		General & Long Term Business (including Linked Long Term Business)Active2026-09-03—
FB1744China Industrial Securities International Wealth Management Limited
興證國際私人財富管理有限公司		General & Long Term Business (including Linked Long Term Business)Ended2024-04-112026-08-07
FB1744China Industrial Securities International Wealth Management Limited
興證國際私人財富管理有限公司		Long Term Business (including Linked Long Term Business)Ended—2021-02-18

Disciplinary / public actions 1

actionDate
1705507200000
actionTaken
2655
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
[]