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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
About Altruist
  • Company Philosophy
  • Professional Affiliations & Licenses
  • Company Awards
  • Business Partners
  • Altruist Club (A Club)
What’s New
  • Company Events
  • Newsletter – Altruist Smart Express
  • Quarterly Investment Report – Investment Insight
  • Market Update
  • Regular Financial Review Questionnaire
Professional People
  • FC of the Month
  • Annual Honors
  • Altruist Production Club
  • Professional Recognitions
  • Back-office Team
Service Platform
  • One-stop shop
  • Wise Selection
Career With Us
  • Financial Consultant
  • Professional Associate Partners (PAP) Program
  • Job Vacancies
  • Health Tips
  • Contact Us
  • Sitemap
  • Disclaimer
  • Privacy Policy
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