Lucy Xiao-Wei Zheng

鄭小薇
CE No. AUW197 Active

This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Lucy Xiao-Wei Zheng (鄭小薇), CE reference AUW197. Currently licensed at 1 firm(s): Belvest Investment Services Limited. Total licence records on file: 9.

Licence history

FirmRoleRegulated activityFromTo
Belvest Investment Services Limited
研富投資服務有限公司
Rep Type 1 — Dealing in securities 2015-05-20 present
Belvest Investment Services Limited
研富投資服務有限公司
Rep Type 4 — Advising on securities 2015-05-20 present
Belvest Investment Services Limited
研富投資服務有限公司
Rep Type 9 — Asset management 2015-05-20 present
Altruist Financial Group Limited
進邦匯理有限公司
Rep Type 1 — Dealing in securities 2015-02-25 2015-04-20
Altruist Financial Group Limited
進邦匯理有限公司
Rep Type 4 — Advising on securities 2015-02-25 2015-04-20
Pyrmont Wealth Management Limited
本盟財富管理有限公司
Rep Type 4 — Advising on securities 2013-10-21 2014-12-30
Pyrmont Wealth Management Limited
本盟財富管理有限公司
Rep Type 9 — Asset management 2013-10-21 2014-12-30
AXA Financial Planning (Hong Kong) Limited
安盛理財策劃(香港)有限公司
Rep Type 1 — Dealing in securities 2010-03-08 2012-03-01
AXA Financial Planning (Hong Kong) Limited
安盛理財策劃(香港)有限公司
Rep Type 4 — Advising on securities 2010-03-08 2012-03-01

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