James Montgomery Lee
李保興
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for James Montgomery Lee (李保興), a licensed former licensee with CE reference AAK435. This person has 2.0 years of SFC licence history. Total licence records on file: 3.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Asia Insurance (Pensions Fund) Limited 亞洲保險(退休金)有限公司 |
Rep | Type 4 - Advising on securities | Pre-2003 | 2005-04-08 |
| Asia Insurance (Pensions Fund) Limited 亞洲保險(退休金)有限公司 |
Rep | Type 6 - Advising on corporate finance | Pre-2003 | 2004-11-15 |
| Asia Insurance (Pensions Fund) Limited 亞洲保險(退休金)有限公司 |
Rep | Type 9 - Asset management | Pre-2003 | 2005-04-08 |
Worked alongside
The 6 closest colleagues, strongest tie first — individuals licensed at the same firm as James Montgomery Lee during overlapping periods. Ranked by how long they overlapped and how similar their regulated activities were, with shared time at a smaller firm weighted more than at a large one. See the detailed formula.
| Name | Shared firm | Overlap |
|---|---|---|
| Mei Fong Linda Choi | Asia Insurance (Pensions Fund) Limited | 2003–2005 |
| Ki Chit Lau | Asia Insurance (Pensions Fund) Limited | 2003–2005 |
| Harina Yan Yee Lam | Asia Insurance (Pensions Fund) Limited | 2003–2005 |
| Kok Ho Wong | Asia Insurance (Pensions Fund) Limited | 2003–2005 |
| Josiah Wing Kin Wong | Asia Insurance (Pensions Fund) Limited | 2003–2005 |
| Jenny Wai Fun Kan | Asia Insurance (Pensions Fund) Limited | 2003 |