Tak Lok Fung
馮德樂
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Tak Lok Fung (馮德樂), a licensed Representative with CE reference ANB772. 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 9.0 years of SFC licence history. Total licence records on file: 3.
Information
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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 | 2021-04-20 | present |
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 4 - Advising on securities | 2021-04-20 | present |
| Venhouse Wealth Management Limited 鐶安財富管理有限公司 |
Rep | Type 4 - Advising on securities | 2006-04-12 | 2009-12-16 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Tak Lok Fung 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.