Licensing disclosure
This page discloses licensing details, relevant regulators and interest declarations for Well Plan’s advisors and company (content to follow, subject to compliance review).
Licensing details
The licence categories, licence/registration numbers and dates for Well Plan’s advisors and company will be listed here so you can verify them.
Actual licensing details to be provided and published after compliance review.
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.