BUSINESS REGISTRATION NUMBER
BRN 32249420
LiveRecognised Trade Org · 325Former Names (3)

SOCIETY OF REGISTERED FINANCIAL PLANNERS AND STRATEGISTS

註冊財務策劃師及策略師協會

Registry Verified: 2026-09-19
Jurisdiction: Hong Kong, China

SOCIETY OF REGISTERED FINANCIAL PLANNERS AND STRATEGISTS (註冊財務策劃師及策略師協會) 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 0777660, and Business Registration Number (BRN) is 32249420. Incorporated on 2001-11-28, the entity has maintained continuous statutory operations for 24 years and 11 months, currently holding an active legal status of Live. In terms of statutory licensing, the corporation is officially authorized and regulated in Hong Kong, holding Trade & Industry Dept - Trade & Industrial Org (TID) (Licence No. 325). The registered office is situated at ROOM B, 26/F, YAM TZE COMMERCIAL BUILDING, 23 THOMSON ROAD, WAN CHAI, HONG KONG. In its statutory filings, the latest Annual Return (Form NAR1) on record was filed on 2025-11-11 (annual 42-day statutory filing window: Nov 28 – Jan 09); a total of 10 statutory filings (spanning 2025–2026, latest filed on 2026-01-23) are indexed in the registry, comprising 1 Annual Return(s) (NAR1), 4 officer/secretary change notice(s) (ND2A), 2 registered office change(s) (NR1), 1 corporate name change filing(s) (NNC2).

I. Corporate Profile & Trade and Industry Department Registered Organisation Statutory Licensing Status (TID Trade Reg: 325)

Official Chinese Name 註冊財務策劃師及策略師協會 Official English Name SOCIETY OF REGISTERED FINANCIAL PLANNERS AND STRATEGISTS
Name Evolution
（3 Former Names）
2001-11-28 Founding Incorp. Name
(香港註冊財務策劃師協會有限公司)HONG KONG INSTITUTE OF REGISTERED FINANCIAL PLANNERS LIMITED
2002-09-25 Former Name 1
註冊財務策劃師協會有限公司SOCIETY OF REGISTERED FINANCIAL PLANNERS LIMITED
2005-09-07 Former Name 2
註冊財務策劃師協會SOCIETY OF REGISTERED FINANCIAL PLANNERS
2026-01-23 Current Legal Name
註冊財務策劃師及策略師協會SOCIETY OF REGISTERED FINANCIAL PLANNERS AND STRATEGISTS
Company Reg No. (CRN) 0777660 Business Reg No. (BRN / UBI)
32249420
HK Unique Business ID · US IRS Form W-8BEN-E Foreign TIN
Incorporation Date 2001-11-28 Company Category Private company limited by shares
Current Legal Status Live Statutory Filing Cycle
2026-11-28(Upcoming Cycle)
Registered Office Address
ROOM B, 26/F, YAM TZE COMMERCIAL BUILDING, 23 THOMSON ROAD, WAN CHAI, HONG KONGYam Tze Commercial Building · Wan Chai · 1,590 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. TID Registered Organisation Document Retrieval(Annual Return NAR1 / Articles / ND2A / CTC)

File Annual Return (NAR1) & Secretary
#Filing DateDocument No.Document NamePagesTariffAction
12026-01-2340025566776
DOC
Certificate of Change of Name
1HK$ 20
22026-01-2322402366093
NNC2
Notice of Change of Company Name pursuant to Direction (English)
1HK$ 20
32026-01-0722001947854
NR1
Notice of Change of Address of Registered Office (English)
1HK$ 20
42025-12-0124001985941
NR1
Notice of Change of Address of Registered Office (English)
1HK$ 20
52025-11-1924001977192
ND2A
Notice of Change of Company Secretary and Director (English)
3HK$ 20
62025-11-1122502529265
NAR1
Annual Return (2025) (English)Latest Shareholders & Directors
16HK$ 28
72025-11-1122502529266
DOC
CR Statutory Filing Document (English)
31HK$ 20
82025-11-0422102061767
ND2A
Notice of Change of Company Secretary and Director (English)
5HK$ 20
92025-10-0224001939333
ND4
Notice of Resignation of Company Secretary and Director (English)
2HK$ 20
102025-09-1124001923822
ND4
Notice of Resignation of Company Secretary and Director (English)
2HK$ 20

III. Commercial Due Diligence & TID Registered Organisation Certificate of Origin & Trade Ordinance Verification

Statutory Licences (32 Regulators) Licensed Entity
Trade & Industry Dept - Trade & Industrial Org (TID)
Registered
Licence No. 325
Court Litigation & Winding-Up 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 B, 26/F, YAM TZE COMMERCIAL BUILDING, 23 THOMSON ROAD, WAN CHAI, HONG KONG
Statutory Office under Cap. 622 Need Registered Office & Secretary? →

IV. TID Registered Organisation Compliance & Statutory Licensing FAQ

Yes. Companies Registry records show SOCIETY OF REGISTERED FINANCIAL PLANNERS AND STRATEGISTS has 3 recorded legal name change(s): [HONG KONG INSTITUTE OF REGISTERED FINANCIAL PLANNERS LIMITED ((香港註冊財務策劃師協會有限公司)) (effective 2001-11-28)], [SOCIETY OF REGISTERED FINANCIAL PLANNERS LIMITED (註冊財務策劃師協會有限公司) (effective 2002-09-25)], [SOCIETY OF REGISTERED FINANCIAL PLANNERS (註冊財務策劃師協會) (effective 2005-09-07)]. Recorded via Form NNC2 with unchanged corporate rights and obligations.

Active statutory licence(s): Trade & Industry Dept - Trade & Industrial Org (TID) (Licence No. 325).

Current Hong Kong registered address on file: [ROOM B, 26/F, YAM TZE COMMERCIAL BUILDING, 23 THOMSON ROAD, WAN CHAI, HONG KONG]. Official registry dossiers document 2 historical registered office address change filing(s) (Form NR1).

V. Similar Trade Names & Industry Directory

Financial & Insurance Activities→Yam Tze Commercial Building (1,590)→Money Lending & Pawn Cluster→
Retrieve Filings