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

Insurance Intermediary Data Radar

Ho Hao Yen Daniel

何浩恩

JD6550Licence activeTechnical representative (broker)Long Term (incl. investment-linked)

Licence no

JD6550

Type

Technical representative (broker)

Status

Licence active

Line of business

Long Term (incl. investment-linked)

Valid from

2021-10-18

Valid to

2027-10-17

Contact & address

Address (EN)

Room 4402 Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong

Address (中)

Room 4402 Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong

Location

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

Appointments & work history 2 · 1 active

Principal	Appointing firm	Line of business	Status	Appointed	Ceased
FB1770	WRISE Financial Services Limited 昇世理財服務有限公司	Long Term Business (including Linked Long Term Business)	Active	2024-06-04	—
FB1452	OnePlatform Wealth Management Limited 環一財富管理有限公司	Long Term Business (including Linked Long Term Business)	Ended	2021-12-30	2024-05-03

Disciplinary / public actions 1

actionDate

1727625600000

actionTaken

2950

actionTakenEN

Fine 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罰款

actionTakenSC

因未能遵守2023-2024評核期的持續專業培訓規定而被罰款

pressReleases

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