Cheuk Pong Marco Li
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Cheuk Pong Marco Li (李卓邦), a licensed Representative with CE reference BEF673. Currently licensed at 1 firm(s): Sun Life Investment Management Asia Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities; Type 9 - Asset management. This person has 10.9 years of SFC licence history. Total licence records on file: 11.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Sun Life Investment Management Asia Limited 永明投資管理亞洲有限公司 |
Rep | Type 1 - Dealing in securities | 2024-11-11 | present |
| Sun Life Investment Management Asia Limited 永明投資管理亞洲有限公司 |
Rep | Type 4 - Advising on securities | 2024-11-11 | present |
| Sun Life Investment Management Asia Limited 永明投資管理亞洲有限公司 |
Rep | Type 9 - Asset management | 2024-11-11 | present |
| Ping An of China Asset Management (Hong Kong) Company Limited 中國平安資產管理(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2021-07-27 | 2024-05-08 |
| Ping An of China Asset Management (Hong Kong) Company Limited 中國平安資產管理(香港)有限公司 |
Rep | Type 9 - Asset management | 2021-07-27 | 2024-05-08 |
| Atlantis Investment Management Limited 西京投資管理有限公司 |
Rep | Type 4 - Advising on securities | 2020-04-20 | 2021-07-09 |
| Atlantis Investment Management Limited 西京投資管理有限公司 |
Rep | Type 9 - Asset management | 2020-04-20 | 2021-07-09 |
| Shenwan Hongyuan Securities (H.K.) Limited 申萬宏源證券(香港)有限公司 |
Rep | Type 1 - Dealing in securities | 2017-04-07 | 2020-02-15 |
| Yuanta Securities (Hong Kong) Company Limited 元大證券(香港)有限公司 |
Rep | Type 1 - Dealing in securities | 2015-09-24 | 2017-03-24 |
| Yuanta Securities (Hong Kong) Company Limited 元大證券(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2015-09-24 | 2017-03-24 |
| CLSA Limited 中信里昂證券有限公司 |
Rep | Type 4 - Advising on securities | 2014-09-29 | 2015-08-14 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Cheuk Pong Marco Li 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.