Yuk Shu Li
李玉樹
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Yuk Shu Li (李玉樹), CE reference AHT049. Currently licensed at 1 firm(s): FWD Financial Planning Limited. Total licence records on file: 4.
Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 1 — Dealing in securities | 2015-09-21 | present |
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 4 — Advising on securities | 2015-09-21 | present |
| OnePlatform Asset Management Limited 環一資產管理有限公司 |
Rep | Type 1 — Dealing in securities | 2007-10-27 | 2015-05-22 |
| OnePlatform Asset Management Limited 環一資產管理有限公司 |
Rep | Type 4 — Advising on securities | present | 2010-05-31 |