Licensing disclosure
This page discloses Well Plan’s licensing basis, relevant regulators and interest declarations, so you can verify them.
Licensing basis
Well Plan’s retirement planning advice is provided through licensed insurance intermediaries regulated by the Hong Kong Insurance Authority (IA). You can verify the relevant licence status through the regulators’ public registers of licensees.
Regulators
Depending on the services involved, relevant regulators may include the Insurance Authority (IA), the Securities and Futures Commission (SFC) and the Mandatory Provident Fund Schemes Authority (MPFA).
Interest disclosure
We make appropriate disclosure of any potential conflicts of interest (such as product commission arrangements), putting your interests first.
How to verify
You can verify the licence status of our advisors and company through the relevant regulators’ public licensee records.
Sources
The official information cited above can be verified at the sources below; the latest official publication always prevails.