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

Insurance Intermediary Data Radar

CHAN KIT MAN

陳潔雯

ID7279Licence activeTechnical representative (agent)Long Term (incl. investment-linked)

Licence no

ID7279

Type

Technical representative (agent)

Status

Licence active

Line of business

Long Term (incl. investment-linked)

Valid from

2021-08-04

Valid to

2027-08-03

Contact & address

Address (EN)

Room 1603, Hua Qin International Bldg., 340 Queen‘s Road Central, HK

Address (中)

Room 1603, Hua Qin International Bldg., 340 Queen‘s Road Central, HK

Location

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

Appointments & work history 1 · 1 active

Principal	Appointing firm	Line of business	Status	Appointed	Ceased
FA2256	HOLISTIC WEALTH MANAGEMENT LIMITED 富健財富管理有限公司	Long Term Business (including Linked Long Term Business)	Active	2021-08-04	—

Disciplinary / public actions 1

actionDate

1694620800000

actionTaken

2212

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

[]