Yi Zong
宗意
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Yi Zong (宗意), a licensed Representative with CE reference BJW365. Currently licensed at 1 firm(s): Jefferies Hong Kong Limited. Active regulated activities: Type 4 - Advising on securities. This person has 8.9 years of SFC licence history. Total licence records on file: 3.
Information
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- Email:
Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Jefferies Hong Kong Limited 富瑞金融集團香港有限公司 |
Rep | Type 4 - Advising on securities | 2020-07-27 | present |
| BOCI Research Limited 中銀國際研究有限公司 |
Rep | Type 4 - Advising on securities | 2019-03-18 | 2020-07-09 |
| Huatai Financial Holdings (Hong Kong) Limited 華泰金融控股(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2017-07-06 | 2019-02-15 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Yi Zong 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 |
|---|---|---|
| Chi Sing Lau | BOCI Research Limited | 2019–2020 |
| Xin Meng | BOCI Research Limited | 2019–2020 |
| Qiong Wu | BOCI Research Limited | 2019–2020 |
| Yunqing Fei | BOCI Research Limited | 2019–2020 |
| Wenzhou Hu | BOCI Research Limited | 2019–2020 |
| Yusheng Liu | BOCI Research Limited | 2019–2020 |
| Jia Lou | BOCI Research Limited | 2019–2020 |
| Wan Zhang | BOCI Research Limited | 2019–2020 |
| Shiu Ki Mak | BOCI Research Limited | 2019–2020 |
| Angus Chak Ki Wong | BOCI Research Limited | 2019–2020 |
| Wenjing Dou | BOCI Research Limited | 2019–2020 |
| Bingnan Ye | BOCI Research Limited | 2019–2020 |
| Wilfred Wai Chak Yuen | BOCI Research Limited | 2019–2020 |
| Ruofan Chen | BOCI Research Limited | 2019–2020 |
| Alvin Cheng-Hock Chua | BOCI Research Limited | 2019–2020 |
| Manjiang Cheng | BOCI Research Limited | 2019–2020 |
| Lin Chen | BOCI Research Limited | 2019–2020 |
| Hao Gao | BOCI Research Limited | 2019–2020 |
| Nanyang He | BOCI Research Limited | 2019–2020 |
| Ximin Jiang | BOCI Research Limited | 2019–2020 |