Wai Chi Lo
盧慧姿
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Wai Chi Lo (盧慧姿), a licensed Representative with CE reference AOO876. Currently licensed at 1 firm(s): Channel 8 Wealth Management Limited. Active regulated activities: Type 1 - Dealing in securities; Type 9 - Asset management. This person has 19.3 years of SFC licence history. Total licence records on file: 5.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Channel 8 Wealth Management Limited 富道財富管理有限公司 |
Rep | Type 1 - Dealing in securities | 2010-06-02 | present |
| Channel 8 Wealth Management Limited 富道財富管理有限公司 |
Rep | Type 9 - Asset management | 2010-04-07 | present |
| Channel 8 Wealth Management Limited 富道財富管理有限公司 |
Rep | Type 4 - Advising on securities | 2010-04-07 | 2012-02-01 |
| CASH Wealth Management Limited 時富財富管理有限公司 |
Rep | Type 9 - Asset management | 2007-10-05 | 2010-02-11 |
| CASH Wealth Management Limited 時富財富管理有限公司 |
Rep | Type 4 - Advising on securities | 2007-03-07 | 2010-02-11 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Wai Chi Lo 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.