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So Wing Yee

蘇穎怡
IF8302Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
IF8302
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2022-10-18
Valid to
2028-10-17

Contact & address

Address (EN)
Suite 821, 8/F, Ocean Centre, Harbour City, 5 Canton Road, Tsim Sha Tsui , Kowloon
Address (中)
Suite 821, 8/F, Ocean Centre, Harbour City, 5 Canton Road, Tsim Sha Tsui , Kowloon

Location

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

Appointments & work history 4 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
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)Active2024-10-24—
FB1662Fulbright Wealth Management Limited
富昌財富管理有限公司		General & Long Term Business (including Linked Long Term Business)Ended2022-10-182024-10-04
—AIA Company Limited
友邦保險有限公司		General & Long Term Business (including Linked Long Term Business)Ended2021-10-222022-06-27
—Zürich Versicherungs-Gesellschaft AG (Zurich Insurance Company Ltd)
Zürich Versicherungs-Gesellschaft AG (Zurich Insurance Company Ltd)		General BusinessEnded—2021-10-22