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CHAN LOK CHI

陳洛志
JA7410Licence activeTechnical representative (broker)Long Term (excl. linked)
Licence no
JA7410
Type
Technical representative (broker)
Status
Licence active
Line of business
Long Term (excl. linked)
Valid from
2022-11-03
Valid to
2028-11-02

Contact & address

Address (EN)
Room 2005, 20/F, Tower 1, The Gateway, Harbour City, 25 Canton Rd, TST, KLN
Address (中)
Room 2005, 20/F, Tower 1, The Gateway, Harbour City, 25 Canton Rd, TST, KLN

Location

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

Appointments & work history 3 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1566IAM Wealth Limited
星安財富有限公司		Long Term Business (excluding Linked Long Term Business)Active2026-02-05—
FB1363P.B. Wealth Management Limited
倍搏財富管理有限公司		Long Term Business (excluding Linked Long Term Business)Ended2022-11-032025-12-18
—Chow Tai Fook Life Insurance Company Limited
周大福人壽保險有限公司		Long Term Business (excluding Linked Long Term Business)Ended2020-01-102022-04-20

Disciplinary / public actions 1

actionDate
1704816000000
actionTaken
2577
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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