Kwan Yuen Lee

李君源
CE No. BPL990 Ceased

This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Kwan Yuen Lee (李君源), a licensed former licensee with CE reference BPL990. This person has 5.2 years of SFC licence history. Total licence records on file: 2.

Information

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Licence history

FirmRoleRegulated activityFromTo
Yongan Guofu Asset Management (Hong Kong) Company Limited
永安國富資產管理(香港)有限公司
Rep Type 4 - Advising on securities 2020-03-18 2025-06-03
Yongan Guofu Asset Management (Hong Kong) Company Limited
永安國富資產管理(香港)有限公司
Rep Type 9 - Asset management 2020-03-18 2025-06-03

Worked alongside

The 10 closest colleagues, strongest tie first — individuals licensed at the same firm as Kwan Yuen Lee 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.

NameShared firmOverlap
Zheng Chen Yongan Guofu Asset Management (Hong Kong) Company Limited 2020–2025
Zimu Li Yongan Guofu Asset Management (Hong Kong) Company Limited 2020–2025
Doris Ming Li Yongan Guofu Asset Management (Hong Kong) Company Limited 2021–2025
Wing Yee Cherry Tang Yongan Guofu Asset Management (Hong Kong) Company Limited 2021–2025
Yujia Guo Yongan Guofu Asset Management (Hong Kong) Company Limited 2022–2025
Chue Man Mok Yongan Guofu Asset Management (Hong Kong) Company Limited 2020–2022
Jing Yu Yongan Guofu Asset Management (Hong Kong) Company Limited 2021–2023
Lin Zhang Yongan Guofu Asset Management (Hong Kong) Company Limited 2020–2021
Stella Ka Yan Lam Yongan Guofu Asset Management (Hong Kong) Company Limited 2020–2021
Wei Zuo Yongan Guofu Asset Management (Hong Kong) Company Limited 2020

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