Wing Man Katie Poon
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Wing Man Katie Poon (潘詠雯), a licensed Representative with CE reference BQE177. Currently licensed at 1 firm(s): IPP Financial Advisers Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities. This person has 5.7 years of SFC licence history. Total licence records on file: 2.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| IPP Financial Advisers Limited 盈加理財顧問有限公司 |
Rep | Type 1 - Dealing in securities | 2020-11-03 | present |
| IPP Financial Advisers Limited 盈加理財顧問有限公司 |
Rep | Type 4 - Advising on securities | 2020-11-03 | present |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Wing Man Katie Poon 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.