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SUN Yutong

孫雨桐
IC7727Licence activeTechnical representative (broker)Long Term (incl. investment-linked)
Licence no
IC7727
Type
Technical representative (broker)
Status
Licence active
Line of business
Long Term (incl. investment-linked)
Valid from
2023-02-15
Valid to
2028-02-14

Contact & address

Address (EN)
Rm 1309, Capital Centre, 151 Gloucester Road, Wanchai, Hong Kong
Address (中)
Rm 1309, Capital Centre, 151 Gloucester Road, Wanchai, Hong Kong

Location

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

Appointments & work history 4 · 2 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1375ZUU Insurance Brokerage Limited
資遇保險經紀有限公司		Long Term Business (including Linked Long Term Business)Active2024-12-30—
FB1554ZUU Digital Financial Services Limited
資遇數字金融服務有限公司		Long Term Business (including Linked Long Term Business)Active2023-02-15—
FA2367VENTURE SMART SERVICES LTD
意博資本金融服務有限公司		Long Term Business (including Linked Long Term Business)Ended2021-07-302023-01-17
FA2367VENTURE SMART SERVICES LTD
意博資本金融服務有限公司		Long Term Business (including Linked Long Term Business)Ended—2021-07-30

Disciplinary / public actions 1

actionDate
1761321600000
actionTaken
3460
actionTakenEN
Fine for non-compliance with CPD requirements for 2024-2025 assessment period
actionTakenTC
因未能遵守2024-2025評核期的持續專業培訓規定而被罰款
actionTakenSC
因未能遵守2024-2025評核期的持續專業培訓規定而被罰款
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