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JF9969Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
JF9969
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2024-11-04
Valid to
2027-11-03

Contact & address

Address (EN)
Suite 603,6/F.,Laws Commercial Plaza,788 Cheung Sha Wan Road,Kowloon,Hong Kong
Address (中)
Suite 603,6/F.,Laws Commercial Plaza,788 Cheung Sha Wan Road,Kowloon,Hong Kong

Location

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

Appointments & work history 4 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
GB1101Jingdong Insurance Consultants (Hong Kong) Limited
京東保險顧問（香港）有限公司		Long Term Business (including Linked Long Term Business)Active2025-11-21—
FB1451EVERBEST INSURANCE AND FINANCIAL SERVICES LIMITED
恒泰保險財資服務有限公司		Long Term Business (including Linked Long Term Business)Ended2024-12-112025-11-05
FB1451EVERBEST INSURANCE AND FINANCIAL SERVICES LIMITED
恒泰保險財資服務有限公司		Long Term Business (including Linked Long Term Business)Ended2024-05-072024-05-08
2047AIA Company Limited
友邦保險有限公司		Long Term Business (excluding Linked Long Term Business)Ended2023-10-172024-03-28

Disciplinary / public actions 1

actionDate
1753891200000
actionTaken
3379
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)
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