Jeanette Kwan Tung Lee
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Jeanette Kwan Tung Lee (李君彤), a licensed Representative with CE reference AOJ316. Currently licensed at 2 firm(s): HSBC Global Asset Management (Hong Kong) Limited, HSBC Investment Funds (Hong Kong) Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities; Type 5 - Advising on futures contracts; Type 9 - Asset management. This person has 15.3 years of SFC licence history. Total licence records on file: 11.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| HSBC Global Asset Management (Hong Kong) Limited | Rep | Type 5 - Advising on futures contracts | 2025-10-13 | present |
| HSBC Global Asset Management (Hong Kong) Limited | Rep | Type 1 - Dealing in securities | 2015-10-22 | present |
| HSBC Investment Funds (Hong Kong) Limited | Rep | Type 1 - Dealing in securities | 2015-10-22 | present |
| HSBC Global Asset Management (Hong Kong) Limited | Rep | Type 4 - Advising on securities | 2015-10-22 | present |
| HSBC Global Asset Management (Hong Kong) Limited | Rep | Type 9 - Asset management | 2015-10-22 | present |
| ICBC Asset Management (Global) Company Limited 工銀資管(全球)有限公司 |
Rep | Type 5 - Advising on futures contracts | 2010-03-04 | 2011-09-23 |
| ICBC Asset Management (Global) Company Limited 工銀資管(全球)有限公司 |
Rep | Type 4 - Advising on securities | 2008-11-12 | 2011-09-23 |
| ICBC Asset Management (Global) Company Limited 工銀資管(全球)有限公司 |
Rep | Type 9 - Asset management | 2008-10-16 | 2011-09-23 |
| BNP PARIBAS ASSET MANAGEMENT ASIA LIMITED 法國巴黎資產管理亞洲有限公司 |
Rep | Type 9 - Asset management | 2008-06-02 | 2008-09-24 |
| Fortis Investment Management Hong Kong Limited | Rep | Type 9 - Asset management | 2007-11-01 | 2008-08-15 |
| TC Investment Management (Asia) Limited 同創投資管理(亞洲)有限公司 |
Rep | Type 9 - Asset management | 2007-02-27 | 2007-10-31 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Jeanette Kwan Tung 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.