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KWAN Yuen Man

關宛文
JA1796Licence activeTechnical representative (broker)Long Term (incl. investment-linked)
Licence no
JA1796
Type
Technical representative (broker)
Status
Licence active
Line of business
Long Term (incl. investment-linked)
Valid from
2026-02-25
Valid to
2029-02-24

Contact & address

Address (EN)
28th Floor of No.8 Wyndham Street, Central, Hong Kong
Address (中)
28th Floor of No.8 Wyndham Street, Central, Hong Kong

Location

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

Appointments & work history 3 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1326AutoMate Wealth Management Limited
理德財富管理有限公司		Long Term Business (including Linked Long Term Business)Active2026-02-25—
FB1577AMG Wealth Management Limited
安柏環球財富管理有限公司		Long Term Business (including Linked Long Term Business)Ended2024-12-162025-12-31
—BOC Group Life Assurance Company Limited
中銀集團人壽保險有限公司		Long Term Business (including Linked Long Term Business)Ended2022-10-292024-06-13

Disciplinary / public actions 1

actionDate
1691683200000
actionTaken
1106
actionTakenEN
Fine 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罰款
actionTakenSC
因未能遵守2021 -2022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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