Chung Chi Rita Poon
潘頌慈
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Chung Chi Rita Poon (潘頌慈), a licensed Representative with CE reference ADI570. Currently licensed at 1 firm(s): Athena Wealth Management Limited. Active regulated activities: Type 1 - Dealing in securities. This person has 23.2 years of SFC licence history. Total licence records on file: 3.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Athena Wealth Management Limited 智富財富管理有限公司 |
Rep | Type 1 - Dealing in securities | 2014-08-01 | present |
| OnePlatform Asset Management Limited 環一資產管理有限公司 |
Rep | Type 1 - Dealing in securities | 2007-10-27 | 2014-05-21 |
| OnePlatform Asset Management Limited 環一資產管理有限公司 |
Rep | Type 4 - Advising on securities | Pre-2003 | 2010-05-27 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Chung Chi Rita Poon 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.