Kevin Alan Jeffrey
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Kevin Alan Jeffrey, a licensed Responsible Officer with CE reference BFX287. Currently licensed at 1 firm(s): Marsh Investment Solutions (HK) Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities; Type 9 - Asset management. This person has 10.8 years of SFC licence history. Total licence records on file: 9.
Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Marsh Investment Solutions (HK) Limited 達信投資方案（香港）有限公司 |
RO | Type 1 - Dealing in securities | 2022-04-14 | present |
| Marsh Investment Solutions (HK) Limited 達信投資方案（香港）有限公司 |
RO | Type 4 - Advising on securities | 2022-04-14 | present |
| Marsh Investment Solutions (HK) Limited 達信投資方案（香港）有限公司 |
RO | Type 9 - Asset management | 2022-04-14 | present |
| Marsh Investment Solutions (HK) Limited 達信投資方案（香港）有限公司 |
Rep | Type 1 - Dealing in securities | 2022-01-28 | 2022-04-14 |
| Marsh Investment Solutions (HK) Limited 達信投資方案（香港）有限公司 |
Rep | Type 4 - Advising on securities | 2022-01-28 | 2022-04-14 |
| Towers Watson Investment Services Hong Kong Limited 韜睿惠悅投資顧問香港有限公司 |
RO | Type 1 - Dealing in securities | 2020-11-02 | 2021-10-26 |
| Towers Watson Investment Services Hong Kong Limited 韜睿惠悅投資顧問香港有限公司 |
RO | Type 4 - Advising on securities | 2020-11-02 | 2021-10-26 |
| Towers Watson Investment Services Hong Kong Limited 韜睿惠悅投資顧問香港有限公司 |
Rep | Type 1 - Dealing in securities | 2017-06-05 | 2020-11-02 |
| Towers Watson Investment Services Hong Kong Limited 韜睿惠悅投資顧問香港有限公司 |
Rep | Type 4 - Advising on securities | 2015-09-15 | 2020-11-02 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Kevin Alan Jeffrey 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.