Philip Chi Chiu Lo
盧志超
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Philip Chi Chiu Lo (盧志超), a licensed Representative with CE reference ALK260. Currently licensed at 1 firm(s): FWD Financial Planning Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities. This person has 12.6 years of SFC licence history. Total licence records on file: 6.
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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 | 2021-06-08 | present |
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 4 - Advising on securities | 2021-06-08 | present |
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 1 - Dealing in securities | 2012-01-06 | 2015-04-13 |
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 4 - Advising on securities | 2012-01-06 | 2015-04-13 |
| AIA Wealth Management Company Limited 友邦財富管理有限公司 |
Rep | Type 1 - Dealing in securities | 2007-08-17 | 2009-02-05 |
| AIA Wealth Management Company Limited 友邦財富管理有限公司 |
Rep | Type 4 - Advising on securities | 2004-11-25 | 2009-02-05 |