Unofficial — NOT the Insurance Authority. Data referenced from the public Insurance Intermediaries Register for reference only — verify on the iir.ia.org.hk
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Yu Shun Yan Verda

余舜茵
IA8637Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
IA8637
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2024-10-29
Valid to
2027-10-28

Contact & address

Address (EN)
21/F, Centre Point, 181-185 Gloucester Road, Wanchai, Hong Kong
Address (中)
21/F, Centre Point, 181-185 Gloucester Road, Wanchai, Hong Kong

Location

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

Appointments & work history 3 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1285CIS FAMILY WEALTH MANAGEMENT LIMITED
順安家族財富管理有限公司
Long Term Business (excluding Linked Long Term Business)Active2024-10-29
FB1798Goldstone Wealth Management Limited
金石財富管理有限公司
General & Long Term Business (including Linked Long Term Business)Ended2021-03-252024-03-06
FB1798Goldstone Wealth Management Limited
金石財富管理有限公司
General & Long Term Business (including Linked Long Term Business)Ended2021-03-25