Meggie Ka Ying Yan
甄家盈
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Meggie Ka Ying Yan (甄家盈), a licensed former licensee with CE reference AGP169. This person has 9.1 years of SFC licence history. Total licence records on file: 5.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| AXA Financial Planning (Hong Kong) Limited 安盛理財策劃(香港)有限公司 |
Rep | Type 1 - Dealing in securities | 2009-01-02 | 2012-05-25 |
| AXA Financial Planning (Hong Kong) Limited 安盛理財策劃(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2009-01-02 | 2012-05-25 |
| Sun Life Hong Kong Limited 香港永明金融有限公司 |
Rep | Type 4 - Advising on securities | Pre-2003 | 2008-12-16 |
| Sun Life Hong Kong Limited 香港永明金融有限公司 |
Rep | Type 6 - Advising on corporate finance | Pre-2003 | 2005-01-28 |
| Sun Life Hong Kong Limited 香港永明金融有限公司 |
Rep | Type 9 - Asset management | Pre-2003 | 2005-01-28 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Meggie Ka Ying Yan 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.