Lai Kuen Fanny Wong
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Lai Kuen Fanny Wong (黃麗娟), a licensed Representative with CE reference AFL820. Currently licensed at 2 firm(s): Money Concepts Asset Management Limited, Money Concepts (Asia) Holdings Limited. Active regulated activities: Type 4 - Advising on securities; Type 9 - Asset management. This person has 3.3 years of SFC licence history. Total licence records on file: 6.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Money Concepts Asset Management Limited 美國萬利資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2024-04-17 | present |
| Money Concepts Asset Management Limited 美國萬利資產管理有限公司 |
Rep | Type 9 - Asset management | 2024-04-17 | present |
| Money Concepts (Asia) Holdings Limited 美國萬利理財控股有限公司 |
Rep | Type 4 - Advising on securities | 2024-01-18 | present |
| Money Concepts (Asia) Holdings Limited 美國萬利理財控股有限公司 |
Rep | Type 9 - Asset management | 2024-01-18 | present |
| Pyrmont Wealth Management Limited 本盟財富管理有限公司 |
Rep | Type 4 - Advising on securities | 2022-02-11 | 2023-01-03 |
| Pyrmont Wealth Management Limited 本盟財富管理有限公司 |
Rep | Type 9 - Asset management | 2022-02-11 | 2023-01-03 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Lai Kuen Fanny Wong 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.