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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PAN YUXUAN

潘禹璇
IA9276Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
IA9276
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2024-07-31
Valid to
2027-07-30

Contact & address

Address (EN)
九龍尖沙咀廣東道17-19號環球金融中心南座508
Address (中)
九龍尖沙咀廣東道17-19號環球金融中心南座508

Location

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

Appointments & work history 2 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1800Chief Champion Financial Services Company Limited
鐦信金融服務有限公司		General & Long Term Business (including Linked Long Term Business)Active2025-06-09—
FB1780Fortstone International (Hong Kong) Limited
富石國際 (香港) 有限公司		Long Term Business (excluding Linked Long Term Business)Ended—2021-05-07

Disciplinary / public actions 1

actionDate
1707062400000
actionTaken
2847
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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