Money Concepts (Asia) Holdings Limited
美國萬利理財控股有限公司
Information
- Summary:
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Money Concepts (Asia) Holdings Limited (美國萬利理財控股有限公司), a Hong Kong-based licensed corporation with CE reference AVX020. Currently licensed for regulated activity type(s) 1 - Dealing in securities; 4 - Advising on securities; 9 - Asset management. Current licensed staff on file: 2 (total recorded over time: 29). Earliest licence on file: 2011-04-14.
- Category:
-
Buyside · Wealth management
- Registered address:
- Office A on 15/F, Wayson Commercial House 68-70 Lockhart Road, Wanchai
- Website:
- LinkedIn:
Licence history
| Activity | From | To |
|---|---|---|
| Type 1 - Dealing in securities | 2011-04-14 | present |
| Type 4 - Advising on securities | 2011-04-14 | present |
| Type 9 - Asset management | 2011-04-14 | present |
Licensed staff trend
-
Total licensed staff, all activities
Licensed staff (all-time) (29)
Active on date
| Name | Activities | First licensed | To |
|---|---|---|---|
| Pui Yee Pearl Liu 廖佩兒 | Rep 1, 4 | 2022-12 | Present |
| Yuen Mei Lo 羅婉薇 | Rep 1, 4, 9 | 2022-12 | Present |
| Lai Kuen Fanny Wong 黃麗娟 | Rep 4, 9 | 2024-01 | 2026-07 |
| Jay Hemant Bhatt | RO 1, 4, 9 | 2023-06 | 2025-01 |
| Patrick Wai Ming Lau 劉維銘 | RO 1, 4, 9 Rep 1, 4, 9 | 2011-09 | 2024-06 |
| Cheuk Wing Chow 周卓榮 | RO 1, 4, 9 Rep 1, 4, 9 | 2014-06 | 2024-06 |
| Sim Wong 王嬋 | Rep 1, 4 | 2014-12 | 2024-04 |
| Chun Tung Wong 黃振東 | RO 1, 4, 9 Rep 1, 4, 9 | 2022-02 | 2024-01 |
| Yiu Hang Lau 劉耀恒 | Rep 1, 4 | 2022-01 | 2023-07 |
| Pok Man Chan 陳博文 | RO 1, 4, 9 | 2022-02 | 2023-05 |
| Siu Ning Tang 鄧少寧 | RO 1, 4, 9 | 2022-05 | 2023-03 |
| Nora Boon Kiat Tan 陳文潔 | Rep 1, 4 | 2014-09 | 2022-12 |
| Wai Ka Yip 葉維嘉 | Rep 1, 4 | 2021-08 | 2022-04 |
| Catherine Kit Ching Kum 甘潔貞 | RO 1, 4, 9 Rep 1, 4, 9 | 2011-12 | 2022-04 |
| Wai Ling Lee 李慧玲 | RO 1, 4, 9 Rep 1, 4, 9 | 2015-07 | 2021-11 |
| Kim Fai Lee 李劍輝 | Rep 1, 4 | 2014-10 | 2021-07 |
| Luen Kam Tai 戴聯鑫 | Rep 1 | 2020-11 | 2021-02 |
| Denise Pui Yee Cheung 張佩儀 | RO 1, 4, 9 | 2011-04 | 2020-06 |
| Dick Wai Leung Ho 何偉良 | RO 1, 4, 9 Rep 1, 4, 9 | 2011-09 | 2016-11 |
| William Wai Tin Ng 吳偉鈿 | RO 4, 9 Rep 1, 4, 9 | 2015-08 | 2016-08 |
| Katherine Kwan Choi Chik 戚群采 | Rep 1, 4 | 2014-08 | 2014-12 |
| Chui Shan Lee 李翠珊 | Rep 1, 4, 9 | 2011-09 | 2013-07 |
| Angel Sau Wai Wong 黃秀韋 | Rep 1, 4 | 2012-12 | 2013-07 |
| Beibei Xu 徐蓓蓓 | Rep 1, 4 | 2012-09 | 2013-07 |
| Eddy Wai Kit Yeung 楊偉傑 | Rep 1, 4 | 2011-09 | 2013-05 |
| Hin Lun Lau 劉顯麟 | Rep 1, 4, 9 | 2012-04 | 2013-04 |
| Dennis Kar Wah Chien 錢嘉華 | Rep 1, 4 | 2011-12 | 2013-01 |
| Chan Wing Wong 王燦榮 | RO 1, 4, 9 | 2011-04 | 2012-10 |
| Sai Hei Chan 陳世喜 | Rep 1, 4 | 2011-05 | 2012-08 |
Showing 1–29 of 29
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