Ann An Yee Lo
羅安宜
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Ann An Yee Lo (羅安宜), a licensed Representative with CE reference BPF575. Currently licensed at 1 firm(s): JPMorgan Funds (Asia) Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities. This person has 6.3 years of SFC licence history. Total licence records on file: 9.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| JPMorgan Funds (Asia) Limited 摩根基金(亞洲)有限公司 |
Rep | Type 1 - Dealing in securities | 2025-06-19 | present |
| JPMorgan Funds (Asia) Limited 摩根基金(亞洲)有限公司 |
Rep | Type 4 - Advising on securities | 2025-06-19 | present |
| UBS Asset Management (Hong Kong) Limited | Rep | Type 1 - Dealing in securities | 2021-01-06 | 2025-05-02 |
| UBS Asset Management (Hong Kong) Limited | Rep | Type 4 - Advising on securities | 2021-01-06 | 2025-05-02 |
| JPMorgan Funds (Asia) Limited 摩根基金(亞洲)有限公司 |
Rep | Type 1 - Dealing in securities | 2019-12-19 | 2020-11-20 |
| JPMorgan Funds (Asia) Limited 摩根基金(亞洲)有限公司 |
Rep | Type 4 - Advising on securities | 2019-12-19 | 2020-11-20 |
| JPMorgan Asset Management (Asia Pacific) Limited | Rep | Type 4 - Advising on securities | 2019-12-19 | 2020-11-20 |
| JPMorgan Asset Management (Asia Pacific) Limited | Rep | Type 9 - Asset management | 2019-12-19 | 2020-11-20 |
| JPMorgan Funds (Asia) Limited 摩根基金(亞洲)有限公司 |
Rep | Type 9 - Asset management | 2019-12-19 | 2020-11-20 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Ann An Yee 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.