Peter Chun Wai Lee
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Peter Chun Wai Lee (李振威), a licensed Representative with CE reference ACL418. Currently licensed at 1 firm(s): Basis Asset Management Limited. Active regulated activities: Type 4 - Advising on securities; Type 9 - Asset management. This person has 6.6 years of SFC licence history. Total licence records on file: 7.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Basis Asset Management Limited 格致資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2026-04-16 | present |
| Basis Asset Management Limited 格致資產管理有限公司 |
Rep | Type 9 - Asset management | 2026-04-16 | present |
| AIA Wealth Management Company Limited 友邦財富管理有限公司 |
Rep | Type 1 - Dealing in securities | 2007-08-17 | 2009-06-30 |
| AIA Wealth Management Company Limited 友邦財富管理有限公司 |
Rep | Type 1 - Dealing in securities | Pre-2003 | 2004-11-25 |
| AIA Wealth Management Company Limited 友邦財富管理有限公司 |
Rep | Type 4 - Advising on securities | Pre-2003 | 2009-06-30 |
| AIA Wealth Management Company Limited 友邦財富管理有限公司 |
Rep | Type 6 - Advising on corporate finance | Pre-2003 | 2004-06-05 |
| AIA Wealth Management Company Limited 友邦財富管理有限公司 |
Rep | Type 9 - Asset management | Pre-2003 | 2004-11-25 |
Worked alongside
The 17 closest colleagues, strongest tie first — individuals licensed at the same firm as Peter Chun Wai 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.