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

Wong Tak Yan

黃德仁
JC9227Licence activeTechnical representative (broker)Long Term (excl. linked)
Licence no
JC9227
Type
Technical representative (broker)
Status
Licence active
Line of business
Long Term (excl. linked)
Valid from
2021-04-28
Valid to
2027-04-27

Contact & address

Address (EN)
5/F & 20/F, FOYER, 625 King's Road, North Point, Hong Kong
Address (中)
5/F & 20/F, FOYER, 625 King's Road, North Point, Hong Kong

Location

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

Appointments & work history 2 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1452OnePlatform Wealth Management Limited
環一財富管理有限公司		Long Term Business (excluding Linked Long Term Business)Active2021-12-30—
FB1360Convoy Financial Services Ltd.
康宏理財服務有限公司		Long Term Business (excluding Linked Long Term Business)Ended2021-04-282024-10-18

Disciplinary / public actions 1

actionDate
1687881600000
actionTaken
887
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
[]