Unofficial — NOT the Insurance Authority. Data referenced from the public Insurance Intermediaries Register for reference only — verify on the iir.ia.org.hk
IA Radar

Insurance Intermediary Data Radar

Search How it works中文

LI TSZ YAN

李芷欣
JC5479Licence activeTechnical representative (agent)General
Licence no
JC5479
Type
Technical representative (agent)
Status
Licence active
Line of business
General
Valid from
2024-12-05
Valid to
2027-12-04

Contact & address

Address (EN)
尖沙咀廣東道25號港威大廈2座23樓2303室
Address (中)
尖沙咀廣東道25號港威大廈2座23樓2303室

Location

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

Appointments & work history 3 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FA1929ABLEMEX WEALTH MANAGEMENT LIMITED
雅文財富管理有限公司
General BusinessActive2024-12-05
FB1239Mass Fidelity Asset Management Limited
伸達資產管理有限公司
General & Long Term Business (including Linked Long Term Business)Ended2024-07-222024-08-06
Blue Cross (Asia-Pacific) Insurance Limited
藍十字(亞太)保險有限公司
General BusinessEnded2022-10-272024-01-31

Disciplinary / public actions 1

actionDate
1756051200000
actionTaken
3385
actionTakenEN
1. Fine 2. Suspension of licence (for a minimum of 3 months) for non-compliance with CPD requirements for 2023-2024 assessment period.
actionTakenTC
因未能遵守2023-2024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2023-2024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)
pressReleases
[]