Annie Yuen Mei Lee
李婉媚
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Annie Yuen Mei Lee (李婉媚), a licensed former licensee with CE reference AIR299. This person has 2.6 years of SFC licence history. Total licence records on file: 7.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Crosby Wealth Management (Hong Kong) Limited 高誠財富管理(香港)有限公司 |
RO | Type 4 - Advising on securities | 2005-07-11 | 2006-04-13 |
| Crosby Wealth Management (Hong Kong) Limited 高誠財富管理(香港)有限公司 |
RO | Type 9 - Asset management | 2005-07-11 | 2006-04-13 |
| Crosby Wealth Management (Hong Kong) Limited 高誠財富管理(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2005-04-12 | 2005-07-11 |
| Crosby Wealth Management (Hong Kong) Limited 高誠財富管理(香港)有限公司 |
Rep | Type 9 - Asset management | 2005-04-12 | 2005-07-11 |
| HSBC Private Trustee (Hong Kong) Limited | Rep | Type 1 - Dealing in securities | Pre-2003 | 2004-11-02 |
| HSBC Private Trustee (Hong Kong) Limited | Rep | Type 4 - Advising on securities | Pre-2003 | 2004-11-02 |
| HSBC Private Trustee (Hong Kong) Limited | Rep | Type 9 - Asset management | Pre-2003 | 2004-11-02 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Annie Yuen Mei 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.