BUSINESS REGISTRATION NUMBER
BRN 03384772
LiveMPFA Principal Intermediary · IC000175SFC Licensed Corp · AAG243Licensed Insurance IntermediaryFormer Names (2)

INSUBEST FINANCIAL & MPF PLANNING LIMITED

保泰理財及強積金顧問有限公司

Registry Verified: 2026-10-11
Jurisdiction: Hong Kong, ChinaJurisdiction: Hong Kong

INSUBEST FINANCIAL & MPF PLANNING LIMITED (保泰理財及強積金顧問有限公司) is a Hong Kong corporation duly incorporated under the Companies Ordinance (Cap. 622), legally classified as a Private company limited by shares. Its official Company Registration Number (CR No. / CRN) is 0025614, and Business Registration Number (BRN) is 03384772. Incorporated on 1971-10-22, the entity has maintained continuous statutory operations for 54 years, currently holding an active legal status of Live. In terms of statutory licensing, the corporation is officially authorized and regulated in Hong Kong, holding Mandatory Provident Fund Authority (MPFA Principal Intermediary) (Licence No. IC000175), Securities and Futures Commission (SFC) (Licence No. AAG243), Insurance Authority Licensed Insurance Intermediary (IA). The registered office is situated at ROOM 506, 5/F, ALLIANCE BUILDING, 130-136 CONNAUGHT ROAD CENTRAL, CENTRAL, HONG KONG.

I. Corporate Profile & SFC Licensed Corporation Statutory Licensing Status (SFC CE: AAG243)

Official Chinese Name 保泰理財及強積金顧問有限公司 Official English Name INSUBEST FINANCIAL & MPF PLANNING LIMITED
Name Evolution
(2 Former Names)
1971-10-22 Founding Incorp. Name
保泰有限公司INSUBEST LIMITED
1985-05-10 Former Name 1
保泰壽險經紀有限公司INSUBEST LIFE BROKERS LIMITED
2000-01-14 Current Legal Name
保泰理財及強積金顧問有限公司INSUBEST FINANCIAL & MPF PLANNING LIMITED
Company Reg No. (CRN) 0025614 Business Reg No. (BRN) 03384772
Incorporation Date 1971-10-22 Company Category Private company limited by shares
Current Legal Status Live Statutory Filing Cycle
2026-10-22
Registered Office Address
ROOM 506, 5/F, ALLIANCE BUILDING, 130-136 CONNAUGHT ROAD CENTRAL, CENTRAL, HONG KONGAlliance Building · View Co-Located Entities →
Significant Controllers (SCR) Statutorily maintained. To penetrate ultimate beneficial owners (UBO) and holding structures, please apply for a Due Diligence Report.

II. SFC Document Retrieval (Annual Return NAR1 / Articles / ND2A / CTC)

#Filing DateDocument No.Document NamePagesTariffAction
1 2026-02-06 22001966803
NA2Statutory Filing (English)
2026-02-06·22001966803·1p·HK$ 20
1 HK$ 20
2 2025-10-28 23302458723
NAR1Annual Return (2025) (English)
2025-10-28·23302458723·11p·HK$ 28
11 HK$ 28
3 2024-11-19 23002429700
NAR1Annual Return (2024) (English)
2024-11-19·23002429700·11p·HK$ 28
11 HK$ 28
4 2023-12-27 SH000037238
BRN_REFReference Document for Business Registration Number as UBI
2023-12-27·SH000037238·1p·HK$ 20
1 HK$ 20
5 2023-11-15 22302359898
NAR1Annual Return (2023) (English)
2023-11-15·22302359898·10p·HK$ 28
10 HK$ 28
6 2022-11-14 23601778639
NAR1Annual Return (2022) (English)
2022-11-14·23601778639·10p·HK$ 28
10 HK$ 28
7 2022-10-06 22302225745
ND2BNotice of Change of Company Secretary and Director (Particulars) (English)
2022-10-06·22302225745·3p·HK$ 20
3 HK$ 20
8 2021-11-04 22602240665
NAR1Annual Return (2021) (English)
2021-11-04·22602240665·10p·HK$ 28
10 HK$ 28
9 2020-11-03 22401944198
NAR1Annual Return (2020) (English)
2020-11-03·22401944198·10p·HK$ 28
10 HK$ 28
10 2019-10-28 23101703164
NAR1Annual Return (2019) (English)
2019-10-28·23101703164·10p·HK$ 28
10 HK$ 28

III. Commercial Due Diligence & SFC Responsible Officer (RO) Verification

Statutory Licences (32 Regulators) Licensed Entity
Mandatory Provident Fund Authority (MPFA Principal Intermediary)
Registered
Licence No. IC000175
Securities and Futures Commission (SFC)
Active (Licensed)
Licence No. AAG243
Insurance Authority Licensed Insurance Intermediary (IA)
Active (Licensed)
Statutory Licence Registered in Registry
Court Litigation & Insolvency No Court Records
Screened against 1M+ corporate litigation records; no public court cases or winding-up petitions (HCCW) found.
Regulatory Disciplinary & Alert Lists Clean Record
Screen official gazettes, HKMA alert lists, TCSP disciplinary notices, SFC enforcement actions, and customs compliance lists. No negative enforcement records found.
Office & Address Verification Address Resolved
ROOM 506, 5/F, ALLIANCE BUILDING, 130-136 CONNAUGHT ROAD CENTRAL, CENTRAL, HONG KONG
Statutory Office under Cap. 622 Need Registered Office & Secretary? →
Hong Kong Corporate Due Diligence & Risk Screening Service
💡 Corporate management: For statutory annual return filings, registered office, or SCR compliance, explore HC BUSINESS LIMITED (TCSP TC006431). Learn More →

IV. SFC Compliance & Statutory Licensing FAQ

Yes. INSUBEST FINANCIAL & MPF PLANNING LIMITED is a legitimate SFC Licensed Corporation (Central Entity CE No.: AAG243) authorized by the Securities and Futures Commission under Part V of the Securities and Futures Ordinance (Cap. 571). According to the official SFC public register, the entity holds an active statutory regulatory status of [Live / Active] (Verified: October 2026), lawfully permitted to carry on specified regulated financial activities subject to its licensing conditions.

Under the Securities and Futures Ordinance (Cap. 571), the SFC classifies regulated activities into 10 distinct classes. Key classes include: Type 9 (Asset Management: managing mutual/private equity funds, hedge funds, and discretionary family office mandates), Type 1 (Dealing in Securities: brokerage and placing), Type 4 (Advising on Securities: investment research and advisory), and Type 6 (Advising on Corporate Finance: IPO sponsor). A licensed corporation must strictly operate within its approved regulated activities and comply with specific licensing conditions (e.g., prohibition against holding client assets or serving professional investors only). 86hc.com cross-checks the SFC Public Register to verify the precise scope of authorized activities and restrictions for INSUBEST FINANCIAL & MPF PLANNING LIMITED.

Under Section 125 of the Securities and Futures Ordinance (Cap. 571), the SFC enforces a strict 'Dual Responsible Officer (RO)' regime: every licensed corporation must appoint at least two SFC-approved Responsible Officers for each regulated activity it conducts, with at least one RO ordinarily resident in Hong Kong and possessing executive director authority. Responsible Officers bear personal statutory accountability for the firm's compliance, operational safety, and risk management. If a licensed firm experiences key RO resignations causing the number of active ROs to drop below two, the SFC may suspend the firm's licence or prohibit onboarding new accounts. 86hc.com verifies the RO roster, executive management appointments, and licensed representatives for INSUBEST FINANCIAL & MPF PLANNING LIMITED.

Through 86hc.com's statutory registry retrieval service, you can inspect and retrieve the full statutory filings for INSUBEST FINANCIAL & MPF PLANNING LIMITED deposited at the Hong Kong Companies Registry. Essential statutory records include: 1. Latest Annual Return (Form NAR1), comprehensively disclosing paid-up share capital, ultimate shareholder equity allotment, current registered director register, and company secretary; 2. Notification of Change of Secretary and Director (Form ND2A), tracing executive board adjustments; 3. Articles of Association. All official document images retrieved via 86hc.com feature official ICRIS registry barcodes ensuring verified authenticity, and support Certified True Copies (CTC) issued by AFRC-regulated practicing Hong Kong CPAs for private banking KYC and institutional compliance.

Under Part IX of the Securities and Futures Ordinance (Cap. 571), the SFC possesses comprehensive statutory enforcement powers. For regulatory breaches—such as market misconduct, insider dealing, client asset mishandling, or AML internal control failures—the SFC may impose five statutory disciplinary sanctions: public or private reprimands, licence suspensions or full revocations, prohibition orders disqualifying individuals from the industry, and administrative fines of up to HK$10,000,000 or three times the profit gained or loss avoided. Furthermore, under Section 114 of Cap. 571, carrying on regulated activities without a licence is a serious criminal offence punishable by fines up to HK$5,000,000 and 7 years' imprisonment. Cross-referencing official SFC enforcement records on 86hc.com confirms that INSUBEST FINANCIAL & MPF PLANNING LIMITED currently has no active disciplinary orders or sanctions on file.

You can initiate fast-track due diligence and document verification directly on 86hc.com. Relying on official Hong Kong Companies Registry ICRIS records, Inland Revenue Department Business Registration data, and SFC Public Register, 86hc.com provides fully digitized statutory fulfillment: 1. [Statutory Registry Search Reports]: Complete statutory corporate extract bearing registry watermarks and unique search dockets; 2. [Business Registration Certificate (BRC) Extract]: Validating tax registration legitimacy and authorized trade names; 3. [Statutory Image Dossier]: Direct retrieval of official image records (Form NAR1, Form ND2A, Articles); 4. [Hong Kong Practising CPA Certified True Copies (CTC)]: Certified, signed, and stamped page-by-page by qualified Hong Kong Practising Certified Public Accountants regulated by the AFRC, fully compliant with institutional private banking KYC, global custodian onboarding, and regulatory submissions.

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