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Wong Hiu Yan

黃曉欣
JB7257Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
JB7257
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2023-04-17
Valid to
2029-04-16

Contact & address

Address (EN)
28/F, 8 Wyndham St, Central
Address (中)
28/F, 8 Wyndham St, Central

Location

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

Appointments & work history 4 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1326AutoMate Wealth Management Limited
理德財富管理有限公司		General & Long Term Business (including Linked Long Term Business)Active2026-06-05—
FB1112Bear Bright Limited
曜熊有限公司		General & Long Term Business (including Linked Long Term Business)Ended2023-11-212026-05-14
FA3401ORIX ASIA INSURANCE SERVICES LIMITED
歐力士(亞洲)保險服務有限公司		General & Long Term Business (excluding Linked Long Term Business)Ended2021-03-172023-04-03
—AIG Insurance Hong Kong Limited
美亞保險香港有限公司		General BusinessEnded2021-02-022021-02-23

Disciplinary / public actions 1

actionDate
1700496000000
actionTaken
2581
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
[]