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IA Radar

保險中介人資料雷達

搜尋 運作方式EN

First Shanghai Wealth Management Ltd.

第一上海財富管理有限公司
FB1431牌照有效保險經紀公司一般 + 長期(含投資相連)
牌照號碼
FB1431
類別
保險經紀公司
狀況
牌照有效
業務類別
一般 + 長期(含投資相連)
生效日期
2021-11-12
屆滿日期
2027-11-11

聯絡及地址

電話
25321995
傳真
2532 1993
地址(英)
Room 2402-04, 24/F, Wing On House, 71 Des Voeux Road Central, Hong Kong
地址(中)
Room 2402-04, 24/F, Wing On House, 71 Des Voeux Road Central, Hong Kong

位置

約略位置,根據註冊地址定位。 在 Google 地圖開啟 →

業務代表人數變化

此公司於 2020–2026 年間各年度活躍委任的個人數目(來自已擷取的委任紀錄)。

2020: 22021: 22022: 32023: 42024: 72025: 92026: 6223479620212223242526

委任人 2

委任人委任人業務類別狀況委任日期終止日期
General & Long Term Business (including Linked Long Term Business)有效
Not applicable
Not applicable
General & Long Term Business (including Linked Long Term Business)已終止2021-11-12

受委任的個人(業務代表) 13 · 5 有效

牌照名稱業務類別狀況委任日期終止日期
IA7667Nie Linghao
聶羚昊
Long Term Business (including Linked Long Term Business)有效2023-10-06
IA9009Poon Chun Sun Eric
潘浚燊
General & Long Term Business (including Linked Long Term Business)有效2025-06-24
IJ7396Xiao Lei Tracy
肖蕾
General & Long Term Business (including Linked Long Term Business)有效2024-05-31
IK2243HO YEE HAN
何怡嫻
Long Term Business (excluding Linked Long Term Business)有效2024-07-24
JE2178Lam Lo Lap
林魯立
General & Long Term Business (including Linked Long Term Business)有效2024-04-26
IA5958MAK TSZ YING RAINIE
麥紫瑩
General & Long Term Business (including Linked Long Term Business)已終止2022-10-252025-08-28
IB1586SZE KIN CHOI
施建材
Long Term Business (including Linked Long Term Business)已終止2021-07-082025-08-25
IJ8283GOU Jie
苟杰
General & Long Term Business (including Linked Long Term Business)已終止2025-02-122025-08-15
JB1545LAU Kiu Hong
劉翹匡
General & Long Term Business (including Linked Long Term Business)已終止2025-10-222026-01-26
JB2435KAN Hin Chung
簡顯聰
General & Long Term Business (including Linked Long Term Business)已終止2020-05-062022-07-28
JB5885Chen Xuting
陳旭霆
General & Long Term Business (including Linked Long Term Business)已終止2020-07-222020-09-25
JF1842Lee Chun Yuen
李峻源
General & Long Term Business (including Linked Long Term Business)已終止2023-02-162023-09-29
JG5523Zeng Weiwei
曾维唯
Long Term Business (excluding Linked Long Term Business)已終止2024-02-092024-11-12

負責人 1

Poon Chun Sun Eric 潘浚燊