Insubest Financial & MPF Planning Limited

保泰理財及強積金顧問有限公司

CE No. AAG243 Licensed corporation Active

Information

Summary:: This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Insubest Financial & MPF Planning Limited (保泰理財及強積金顧問有限公司), a Hong Kong-based licensed corporation with CE reference AAG243. Currently licensed for regulated activity type(s) 4 - Advising on securities. Current licensed staff on file: 4 (total recorded over time: 8).
Category:: Buyside · Wealth management
Registered address:: 505-6 Alliance Building, 130-6 Connaught Road, Central
Website:
LinkedIn:

Activity	From	To
Type 4 - Advising on securities	Pre-2003	present
Type 6 - Advising on corporate finance	Pre-2003	2005-01-12
Type 9 - Asset management	Pre-2003	2005-01-12

- Total licensed staff, all activities

Active on date RO only

Name	Activities	First licensed	To
Robert Kwok Ting Ho 何國挺	RO 4 Rep 4	2005-06	Present
Kelvin Kin Lau 劉堅	RO 4 Rep 4, 6, 9	Pre-2003	Present
Yin King Lee 李燕琼	RO 4 Rep 4	2005-06	Present
Hiu Sim Cheuk 卓曉嬋	Rep 4	2024-09	Present
Hong Man Ip 葉康民	Rep 4	2008-02	2018-02
Shu Ping Tsang 曾樹平	Rep 4	2009-03	2011-01
Tak Ming Pau 鮑德明	RO 4, 6, 9	Pre-2003	2007-09
Sui Kiu Cheng 鄭瑞嬌	RO 4	2005-06	2005-12