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
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LU Li Lisa

盧琍
IA8086Licence activeTechnical representative (broker)Long Term (incl. investment-linked)
Licence no
IA8086
Type
Technical representative (broker)
Status
Licence active
Line of business
Long Term (incl. investment-linked)
Valid from
2026-06-17
Valid to
2029-06-16

Contact & address

Address (EN)
Room 2303-2304, 23/F, Tower 3, The Gateway, Harbour City, Kowloon
Address (中)
Room 2303-2304, 23/F, Tower 3, The Gateway, Harbour City, Kowloon

Location

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

Appointments & work history 3 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1030Bureau of Insurance Services Limited
高信理財保險顧問有限公司		Long Term Business (including Linked Long Term Business)Active2026-06-17—
FB1392Venhouse Financial Planning Limited
鐶安財務策劃有限公司		Long Term Business (including Linked Long Term Business)Ended2021-09-132026-03-27
FB1392Venhouse Financial Planning Limited
鐶安財務策劃有限公司		Long Term Business (including Linked Long Term Business)Ended—2021-09-13

Disciplinary / public actions 1

actionDate
1744646400000
actionTaken
3701
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評核期的持續專業培訓規定而被罰款
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