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Professional Affiliations & Licenses
Professional Affiliations & Licenses
Professional licenses and membership further reinforce our professional standing.
Licensed Insurance Broker Company (IA license no. FB1123)
Founding
Member of Independent Financial Advisors Association Limited (IFAA)
Founding
Member of The Institute of Financial Planners of Hong Kong Limited (IFPHK)
Member of The Life Underwriters Association of Hong Kong (LUAHK) (
only
broker in HK which is being invited as member)
Associate Firm: Personal Finance Society
Member of General Agents & Managers Association of Hong Kong (GAMAHK) (
only
broker in HK which is being invited as member)
Charter Member of the Hong Kong Management Association
Licensed by Securities and Futures Commission (SFC) to carry activities regulated by type 1, 4, 9 licenses
Mandatory Provident Fund Principal Intermediary (MPFA)
Obtained the first joint-venture insurance agency license in Shenzhen