Felix Siu Cham Lam
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Felix Siu Cham Lam (林兆湛), a licensed Representative with CE reference ALO564. Currently licensed at 1 firm(s): FWD Financial Planning Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities. This person has 19.7 years of SFC licence history. Total licence records on file: 6.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 1 - Dealing in securities | 2025-01-07 | present |
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 4 - Advising on securities | 2025-01-07 | present |
| OnePlatform Asset Management Limited 環一資產管理有限公司 |
RO | Type 1 - Dealing in securities | 2020-12-17 | 2023-02-15 |
| CIS Securities Asset Management Limited 順安證券資產管理有限公司 |
Rep | Type 1 - Dealing in securities | 2012-06-21 | 2014-06-03 |
| OnePlatform Asset Management Limited 環一資產管理有限公司 |
Rep | Type 1 - Dealing in securities | 2007-10-18 | 2020-12-17 |
| OnePlatform Asset Management Limited 環一資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2005-01-24 | 2010-06-15 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Felix Siu Cham Lam 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.