Margo Cheuk Luen Chan
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Margo Cheuk Luen Chan (陳卓聯), a licensed Responsible Officer with CE reference AHY077. Currently licensed at 1 firm(s): Threadneedle Portfolio Services Hong Kong Limited. Active regulated activities: Type 1 - Dealing in securities. This person has 22.8 years of SFC licence history. Total licence records on file: 16.
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Threadneedle Portfolio Services Hong Kong Limited 天利投資管理香港有限公司 |
RO | Type 1 - Dealing in securities | 2016-04-01 | present |
| Threadneedle Portfolio Services Hong Kong Limited 天利投資管理香港有限公司 |
Rep | Type 1 - Dealing in securities | 2013-08-12 | 2016-04-01 |
| JPMorgan Funds (Asia) Limited 摩根基金(亞洲)有限公司 |
Rep | Type 4 - Advising on securities | 2009-04-20 | 2013-07-28 |
| JPMorgan Funds (Asia) Limited 摩根基金(亞洲)有限公司 |
Rep | Type 9 - Asset management | 2009-04-20 | 2013-07-28 |
| JPMorgan Funds (Asia) Limited 摩根基金(亞洲)有限公司 |
Rep | Type 1 - Dealing in securities | 2008-10-31 | 2013-07-28 |
| JPMorgan Asset Management (Asia Pacific) Limited | Rep | Type 4 - Advising on securities | 2008-10-31 | 2013-07-28 |
| JPMorgan Asset Management (Asia Pacific) Limited | Rep | Type 9 - Asset management | 2008-10-31 | 2013-07-28 |
| RCM Asia Pacific Limited | Rep | Type 1 - Dealing in securities | 2007-02-07 | 2008-09-26 |
| RCM Asia Pacific Limited | Rep | Type 9 - Asset management | 2007-02-07 | 2008-09-26 |
| Allianz Global Investors Hong Kong Limited | Rep | Type 9 - Asset management | 2005-02-25 | 2008-09-26 |
| Allianz Global Investors Hong Kong Limited | Rep | Type 1 - Dealing in securities | 2005-02-21 | 2008-09-26 |
| Charles Schwab, Hong Kong, Limited 嘉信理財香港有限公司 |
Rep | Type 1 - Dealing in securities | Pre-2003 | 2004-09-27 |
| Charles Schwab, Hong Kong, Limited 嘉信理財香港有限公司 |
Rep | Type 4 - Advising on securities | Pre-2003 | 2004-09-27 |
| Charles Schwab, Hong Kong, Limited 嘉信理財香港有限公司 |
Rep | Type 6 - Advising on corporate finance | Pre-2003 | 2004-04-28 |
| Charles Schwab, Hong Kong, Limited 嘉信理財香港有限公司 |
Rep | Type 7 - Providing automated trading services | Pre-2003 | 2004-04-28 |
| Charles Schwab, Hong Kong, Limited 嘉信理財香港有限公司 |
Rep | Type 9 - Asset management | Pre-2003 | 2004-04-28 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Margo Cheuk Luen Chan 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.