非官方網站,並非保險業監管局。資料引用自公開保險中介人登記冊,僅供參考——使用前請於 iir.ia.org.hk
IA Radar

保險中介人資料雷達

搜尋 運作方式EN

Shining Solutions Wealth Management Limited

卓樾會財富管理有限公司
FB1637牌照有效保險經紀公司長期(含投資相連)
牌照號碼
FB1637
類別
保險經紀公司
狀況
牌照有效
業務類別
長期(含投資相連)
生效日期
2021-06-10
屆滿日期
2027-06-09

聯絡及地址

電話
21802700
傳真
Nil
網站
Nil
地址(英)
11/F, Ashley Nine, 9-11 Ashley Road, Tsimshatsui, Kowloon
地址(中)
11/F, Ashley Nine, 9-11 Ashley Road, Tsimshatsui, Kowloon

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 2021–2026 年間各年度活躍委任的個人數目(來自已擷取的委任紀錄)。

2021: 42022: 42023: 42024: 62025: 72026: 6444676212223242526

委任人 5

委任人委任人業務類別狀況委任日期終止日期
Long Term Business (including Linked Long Term Business)有效2024-11-26
Not applicable
Not applicable
General & Long Term Business (including Linked Long Term Business)已終止2021-06-102024-11-26
Not applicable
Not applicable
General & Long Term Business (including Linked Long Term Business)已終止2021-06-10
General & Long Term Business (including Linked Long Term Business)已終止
General & Long Term Business (including Linked Long Term Business)已終止2021-06-10

受委任的個人(業務代表) 19 · 6 有效

牌照名稱業務類別狀況委任日期終止日期
JB2267Lam Ka Wai
林嘉威
Long Term Business (excluding Linked Long Term Business)有效2025-03-26
JE4268ZONG HAIYAN
宗海燕
Long Term Business (excluding Linked Long Term Business)有效2026-04-24
JF2016QIN YUGANG
秦玉剛
Long Term Business (including Linked Long Term Business)有效2025-03-24
JF7939Lee Ying Wai Michelle
李盈慧
Long Term Business (including Linked Long Term Business)有效2025-03-20
JH3647Li Bohaier
李博海尔
Long Term Business (excluding Linked Long Term Business)有效2024-07-19
JK9229Chan Lap Chow Albert
陳立洲
Long Term Business (excluding Linked Long Term Business)有效2025-10-10
IA3869LAU Ming Fai
劉明輝
General & Long Term Business (including Linked Long Term Business)已終止2021-02-102022-05-06
IA6571LAM KWOK KIN
林國健
General & Long Term Business (including Linked Long Term Business)已終止2020-12-10
IA7695Leung Ka Wing Kristian
梁嘉榮
General & Long Term Business (including Linked Long Term Business)已終止2021-03-102024-06-28
IA7725Chua Ariel Velasco
蔡安立
General & Long Term Business (including Linked Long Term Business)已終止2020-12-16
IA8161Hon Kwan Wing Gary
韓君榮
General & Long Term Business (including Linked Long Term Business)已終止2024-02-232024-06-28
IB1558Kwok Hoi Tang Jenny
郭凱騰
General & Long Term Business (excluding Linked Long Term Business)已終止2020-09-07
IO5373LAW WAI TIK
羅偉廸
General & Long Term Business (including Linked Long Term Business)已終止2021-02-232023-05-10
JA8298LI Chunyu
李春雨
Long Term Business (including Linked Long Term Business)已終止2024-10-222025-05-08
JD2563CHENG Yui Hei
鄭蕊嬉
General & Long Term Business (excluding Linked Long Term Business)已終止2021-06-302023-05-10
JE4267Ren WeiLong Term Business (excluding Linked Long Term Business)已終止2024-06-202024-06-28
JE4821ZOU XIAOFANG
邹小芳
Long Term Business (excluding Linked Long Term Business)已終止2024-08-122024-10-18
JF3965Zhang Wei
張維
Long Term Business (excluding Linked Long Term Business)已終止2023-05-102023-10-30
JJ3026Lau Dick Man
劉迪文
Long Term Business (excluding Linked Long Term Business)已終止2025-03-312025-09-11

負責人 1

Lam Ying Wai Jacky 林英偉