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LIU KIN SAN SUNNY

廖建新
IF3655Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
IF3655
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2024-08-23
Valid to
2027-08-22

Contact & address

Address (EN)
27/F Guangdong Finance Building, 88 Connaught Road West, Hong Kong
Address (中)
27/F Guangdong Finance Building, 88 Connaught Road West, Hong Kong

Location

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

Appointments & work history 4 · 2 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1413Grandtag Financial Consultancy & Insurance Brokers Limited
廣達理財保險顧問有限公司		Long Term Business (including Linked Long Term Business)Active2024-11-11—
FB1279GT Insurance Brokers Limited
臻達保險顧問有限公司		Long Term Business (including Linked Long Term Business)Active2024-08-23—
—AIA Company Limited
友邦保險有限公司		General & Long Term Business (including Linked Long Term Business)Ended2021-11-122023-05-03
—AIA Company Limited
友邦保險有限公司		General & Long Term Business (including Linked Long Term Business)Ended—2021-11-12

Disciplinary / public actions 1

actionDate
1724947200000
actionTaken
3226
actionTakenEN
1. Fine 2. Suspension of licence (for a minimum of 3 months) for non-compliance with CPD requirements for 2022-2023 assessment period
actionTakenTC
因未能遵守2022 -2023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2022 -2023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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