Wai Sze Stephanie Chan
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Wai Sze Stephanie Chan (陳慧詩), a licensed Responsible Officer with CE reference BDU330. Currently licensed at 1 firm(s): Allfunds Hong Kong Limited . Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities. This person has 8.2 years of SFC licence history. Total licence records on file: 9.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Allfunds Hong Kong Limited | RO | Type 1 - Dealing in securities | 2020-03-25 | present |
| Allfunds Hong Kong Limited | RO | Type 4 - Advising on securities | 2020-03-25 | present |
| JPMorgan Funds (Asia) Limited 摩根基金(亞洲)有限公司 |
Rep | Type 1 - Dealing in securities | 2015-08-20 | 2016-05-06 |
| JPMorgan Funds (Asia) Limited 摩根基金(亞洲)有限公司 |
Rep | Type 4 - Advising on securities | 2015-08-20 | 2016-05-06 |
| JPMorgan Funds (Asia) Limited 摩根基金(亞洲)有限公司 |
Rep | Type 9 - Asset management | 2015-08-20 | 2016-05-06 |
| JF International Management Inc. | Rep | Type 4 - Advising on securities | 2014-07-14 | 2016-05-06 |
| JPMorgan Asset Management (Asia Pacific) Limited | Rep | Type 4 - Advising on securities | 2014-07-14 | 2016-05-06 |
| JF International Management Inc. | Rep | Type 9 - Asset management | 2014-07-14 | 2016-05-06 |
| JPMorgan Asset Management (Asia Pacific) Limited | Rep | Type 9 - Asset management | 2014-07-14 | 2016-05-06 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Wai Sze Stephanie Chan 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.