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Tam Chi Yan

譚志仁
IF4408Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
IF4408
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2024-08-14
Valid to
2027-08-13

Contact & address

Address (EN)
Suite 2001, 20/F, Tower 1, China Hong Kong City, 33 Canton Road, Tsim Sha Tsui, Kowloon, Hong Kong (SAR)
Address (中)
Suite 2001, 20/F, Tower 1, China Hong Kong City, 33 Canton Road, Tsim Sha Tsui, Kowloon, Hong Kong (SAR)

Location

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

Appointments & work history 4 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1148Waterdrop Financial Services (HK) Limited
水滴金融服務(香港)有限公司
Long Term Business (including Linked Long Term Business)Active2024-08-14
FB1737Chifu Wealth Management (Hong Kong) Limited
置富理財(香港)有限公司
General & Long Term Business (including Linked Long Term Business)Ended2023-07-182024-05-30
Blue Cross (Asia-Pacific) Insurance Limited
藍十字(亞太)保險有限公司
General BusinessEnded2022-10-252023-05-03
Zürich Versicherungs-Gesellschaft AG (Zurich Insurance Company Ltd)
Zürich Versicherungs-Gesellschaft AG (Zurich Insurance Company Ltd)
General BusinessEnded2022-03-15

Disciplinary / public actions 1

actionDate
1722873600000
actionTaken
3200
actionTakenEN
Fine 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罰款
actionTakenSC
因未能遵守2022 -2023评核期的持续专业培训规定而被罚款
pressReleaseEN
Nil
pressReleaseTC
沒有
pressReleaseSC
没有
pressReleases
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