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Zhang Xinyuan

張馨元
JC6454Licence activeTechnical representative (broker)Long Term (excl. linked)
Licence no
JC6454
Type
Technical representative (broker)
Status
Licence active
Line of business
Long Term (excl. linked)
Valid from
2024-09-19
Valid to
2027-09-18

Contact & address

Address (EN)
SUITE 3902, 39/F, TOWER 6, THE GATEWAY, HARBOUR CITY, TSIM SHA TSUI
Address (中)
SUITE 3902, 39/F, TOWER 6, THE GATEWAY, HARBOUR CITY, TSIM SHA TSUI

Location

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

Appointments & work history 2 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1725Equator Asset Protection Limited
赤道資產保障有限公司		Long Term Business (excluding Linked Long Term Business)Active2024-09-19—
—AIA Company Limited
友邦保險有限公司		Long Term Business (excluding Linked Long Term Business)Ended2021-02-102024-02-27

Disciplinary / public actions 2

actionDate
1730822400000
actionTaken
2979
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
[]
actionDate
1763308800000
actionTaken
3543
actionTakenEN
Fine for non-compliance with CPD requirements for 2024-2025 assessment period
actionTakenTC
因未能遵守2024-2025評核期的持續專業培訓規定而被罰款
actionTakenSC
因未能遵守2024-2025評核期的持續專業培訓規定而被罰款
pressReleases
[]