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WEN Jiajia

聞甲佳
JE2060Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
JE2060
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2022-03-18
Valid to
2028-03-17

Contact & address

Address (EN)
17/F, 152 Queen’s Road Central, Central, Hong Kong
Address (中)
17/F, 152 Queen’s Road Central, Central, Hong Kong

Location

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

Appointments & work history 2 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1847Lioner International Consultancy Limited
Lioner International Consultancy Limited		General & Long Term Business (including Linked Long Term Business)Active2025-01-23—
FB1435Clearwater Valley Hong Kong Limited
華天保險顧問有限公司		General & Long Term Business (excluding Linked Long Term Business)Ended2022-03-182024-08-06

Disciplinary / public actions 1

actionDate
1736265600000
actionTaken
3104
actionTakenEN
1. Fine 2. Prohibition from applying to be licensed (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. 禁止申請牌照 (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. 禁止申请牌照 (最少3个月)
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