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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Mak Ho Lun Roland

麥浩麟
IA8787Licence activeIndividual insurance agentGeneral + Long Term (excl. linked)
Licence no
IA8787
Type
Individual insurance agent
Status
Licence active
Line of business
General + Long Term (excl. linked)
Valid from
2022-09-20
Valid to
2028-09-19

Contact & address

Address (EN)
SUITES 1608-1611, 16/F, FWD TOWER, 979 KING'S ROAD, QUARRY BAY, HONG KONG
Address (中)
SUITES 1608-1611, 16/F, FWD TOWER, 979 KING'S ROAD, QUARRY BAY, HONG KONG

Location

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

Appointments & work history 4 · 2 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
—FWD Life Insurance Company (Bermuda) Limited
富衛人壽保險(百慕達)有限公司		Long Term Business (excluding Linked Long Term Business)Active2022-09-20—
—Bolttech Insurance (Hong Kong) Company Limited
保特保險(香港)有限公司		General BusinessActive2023-02-01—
FB1452OnePlatform Wealth Management Limited
環一財富管理有限公司		General & Long Term Business (excluding Linked Long Term Business)Ended2022-06-082022-06-30
FB1360Convoy Financial Services Ltd.
康宏理財服務有限公司		General & Long Term Business (excluding Linked Long Term Business)Ended2021-11-122022-05-06

Disciplinary / public actions 1

actionDate
1685635200000
actionTaken
720
actionTakenEN
1.Fine 2.Suspension of licence (for a minimum of 3 months) 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 1. 罰款 2. 暫時吊銷牌照(最少3個月)
actionTakenSC
因未能遵守2021 -2022评核期的持续专业培训规定而被 1. 罚款 2. 暂时吊销牌照(最少3个月)
pressReleaseEN
Nil
pressReleaseTC
沒有
pressReleaseSC
没有
pressReleases
[]