Portia Chi Chun Chan
陳志珍
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Portia Chi Chun Chan (陳志珍), CE reference AIR782. Currently licensed at 1 firm(s): FWD Financial Planning Limited. Total licence records on file: 3.
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 | 2011-06-07 | present |
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 4 — Advising on securities | 2011-06-07 | present |
| FWD Life Insurance Company (Bermuda) Limited 富衛人壽保險(百慕達)有限公司 |
Rep | Type 4 — Advising on securities | 2003-04-15 | 2011-05-23 |