Money Concepts Asset Management Limited

美國萬利資產管理有限公司
CE No. BEW231 Licensed corporation Active

Information

Summary:

This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Money Concepts Asset Management Limited (美國萬利資產管理有限公司), a Hong Kong-based licensed corporation with CE reference BEW231. Currently licensed for regulated activity type(s) 4 - Advising on securities; 9 - Asset management. Current licensed staff on file: 3 (total recorded over time: 15). Earliest licence on file: 2016-02-18.

Category:
Registered address:
Office B on 15/F, Wayson Commercial House 68-70 Lockhart Road, Wanchai
Website:
LinkedIn:

Licence history

ActivityFromTo
Type 4 - Advising on securities 2016-02-18 present
Type 9 - Asset management 2016-02-18 present
Type 1 - Dealing in securities 2016-02-18 2024-05-17

Licensed staff trend

- Total licensed staff, all activities

Licensed staff (all-time) (15)
Active on date

Name Activities First licensed To
Pui Yee Pearl Liu 廖佩兒 Rep 1, 4 2017-04 Present
Yuen Mei Lo 羅婉薇 Rep 1, 4, 9 2022-09 Present
Lai Kuen Fanny Wong 黃麗娟 Rep 4, 9 2024-04 Present
Jay Hemant Bhatt RO 1, 4, 9 2023-06 2025-01
Pok Man Chan 陳博文 RO 1, 4, 9 2022-02 2023-05
Denise Pui Yee Cheung 張佩儀 RO 1, 4, 9 2016-02 2020-06
Cheuk Wing Chow 周卓榮 RO 1, 4, 9 2016-10 2024-06
Dick Wai Leung Ho 何偉良 RO 1, 4, 9 2016-02 2016-11
Catherine Kit Ching Kum 甘潔貞 RO 1, 4, 9 Rep 1, 4, 9 2018-12 2022-04
Wai Ling Lee 李慧玲 RO 1, 4, 9 2018-08 2021-11
Siu Ning Tang 鄧少寧 RO 1, 4, 9 2022-05 2023-03
Chun Tung Wong 黃振東 RO 1, 4, 9 Rep 1, 4, 9 2022-02 2024-01
Man Yan Sindy Cheung 張文洇 Rep 1, 4, 9 2020-09 2022-11
Katherine Kwan Choi Chik 戚群采 Rep 1, 4 2019-01 2019-01
Yiu Hang Lau 劉耀恒 Rep 1, 4 2022-01 2023-07
Showing 1–15 of 15

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