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

So Ka Yi

蘇家怡
IA8527Licence activeTechnical representative (broker)Long Term (incl. investment-linked)
Licence no
IA8527
Type
Technical representative (broker)
Status
Licence active
Line of business
Long Term (incl. investment-linked)
Valid from
2021-09-28
Valid to
2027-09-27

Contact & address

Address (EN)
23/F, Hopewell Centre, 183 Queen's Road East, Wan Chai, Hong Kong
Address (中)
23/F, Hopewell Centre, 183 Queen's Road East, Wan Chai, Hong Kong

Location

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

Appointments & work history 3 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1605Frontier Financial Advisory Services Ltd.
領譽理財服務有限公司		Long Term Business (including Linked Long Term Business)Active2023-06-07—
FB1452OnePlatform Wealth Management Limited
環一財富管理有限公司		Long Term Business (including Linked Long Term Business)Ended2022-06-302023-05-14
FB1360Convoy Financial Services Ltd.
康宏理財服務有限公司		Long Term Business (including Linked Long Term Business)Ended—2021-09-28