Hon Yuen Lee
李漢源
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Hon Yuen Lee (李漢源), a licensed Representative with CE reference AZQ782. Currently licensed at 1 firm(s): Midland Wealth Management Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities. This person has 13.9 years of SFC licence history. Total licence records on file: 3.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Midland Wealth Management Limited 美聯資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2023-02-07 | present |
| Midland Wealth Management Limited 美聯資產管理有限公司 |
Rep | Type 1 - Dealing in securities | 2023-01-27 | present |
| OnePlatform Asset Management Limited 環一資產管理有限公司 |
Rep | Type 1 - Dealing in securities | 2012-07-12 | 2022-11-11 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Hon Yuen 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.