非官方網站,並非保險業監管局。資料整理自保險業監管局(保監局/IA)及其他公開監管紀錄,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

Shengyuan Global Wealth Management Company Limited

盛元環球財富管理有限公司
GB1058牌照有效保險經紀公司一般 + 長期(含投資相連)
牌照號碼
GB1058
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
2022-08-11
屆滿日期
2028-08-10

聯絡及地址

電話
36195301
傳真
23799982
網站
N/A
地址(英)
Room A, 20/F., Block 1, China Hong Kong City, 33 Canton Road, Tsim Sha Tsui, Kowloon, Hong Kong
地址(中)
Room A, 20/F., Block 1, China Hong Kong City, 33 Canton Road, Tsim Sha Tsui, Kowloon, 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 10

05102022: 42023: 72024: 62025: 72026: 1020222023202420252026

委任人 1

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

受委任的個人(業務代表) 12

牌照名稱業務類別狀況委任日期終止日期
IA7334Chang Lam Sum Jessie
張藍心
Long Term Business (including Linked Long Term Business)有效2022-10-03
IA8742LAM Ping
林平
Long Term Business (including Linked Long Term Business)有效2024-10-21
IA9803Wu Siu Ping
胡少評
Long Term Business (including Linked Long Term Business)有效2026-02-04
IB1102Mok Tak Man
莫德民
General & Long Term Business (including Linked Long Term Business)有效2026-06-23
JA9612LAM Yan Ching Tom
林恩正
Long Term Business (including Linked Long Term Business)有效2023-11-02
JM3894ZHANG YISHU
張一樹
Long Term Business (excluding Linked Long Term Business)有效2026-05-15
IA5335Lee Pui Man
李佩敏
General & Long Term Business (including Linked Long Term Business)已終止2023-03-102026-02-15
IA7396Wong Bing Sum
王冰心
General & Long Term Business (including Linked Long Term Business)已終止2022-08-112023-02-02
IA8313Lau Yuk Fan Ivy
劉玉芬
General & Long Term Business (including Linked Long Term Business)已終止2022-11-012026-03-20
IG9661CHOI HUNG
蔡鴻
Long Term Business (including Linked Long Term Business)已終止2025-11-102026-03-20
IL5468Cheng Ka Lai
鄭嘉麗
Long Term Business (excluding Linked Long Term Business)已終止2023-11-012026-03-20
JB1701YUEN Tak Wai Alexander
阮德偉
General & Long Term Business (including Linked Long Term Business)已終止2022-10-102023-03-06
顯示 12 / 12

負責人 1

Mok Tak Man 莫德民