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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Pun Yin Fung

潘彥丰
IA9166Licence activeTechnical representative (agent)General + Long Term (excl. linked)
Licence no
IA9166
Type
Technical representative (agent)
Status
Licence active
Line of business
General + Long Term (excl. linked)
Valid from
2022-11-25
Valid to
2028-11-24

Contact & address

Address (EN)
德輔道中83號
Address (中)
德輔道中83號

Location

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

Appointments & work history 3 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FA3168HANG SENG BANK LIMITED
恒生銀行有限公司		General & Long Term Business (excluding Linked Long Term Business)Active2022-11-25—
FB1452OnePlatform Wealth Management Limited
環一財富管理有限公司		General & Long Term Business (including Linked Long Term Business)Ended2021-12-232022-08-26
FB1360Convoy Financial Services Ltd.
康宏理財服務有限公司		General & Long Term Business (including Linked Long Term Business)Ended—2021-10-08

Disciplinary / public actions 1

actionDate
1693238400000
actionTaken
1593
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
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