Wing Yee Fung
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Wing Yee Fung (馮穎怡), a licensed Responsible Officer with CE reference AVH672. Currently licensed at 2 firm(s): Jakota Securities Group Limited, Jakota Asset Management Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities; Type 9 - Asset management. This person has 15.9 years of SFC licence history. Total licence records on file: 17.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Jakota Securities Group Limited 嘉高達證券集團有限公司 |
RO | Type 1 - Dealing in securities | 2021-07-09 | present |
| Jakota Securities Group Limited 嘉高達證券集團有限公司 |
RO | Type 4 - Advising on securities | 2021-07-09 | present |
| Jakota Asset Management Limited 嘉高達資產管理有限公司 |
RO | Type 9 - Asset management | 2019-02-21 | present |
| Jakota Asset Management Limited 嘉高達資產管理有限公司 |
RO | Type 1 - Dealing in securities | 2023-02-24 | 2024-11-20 |
| Jakota Asset Management Limited 嘉高達資產管理有限公司 |
RO | Type 4 - Advising on securities | 2023-02-24 | 2024-11-20 |
| Jakota Securities Group Limited 嘉高達證券集團有限公司 |
Rep | Type 1 - Dealing in securities | 2019-04-18 | 2021-07-09 |
| Jakota Securities Group Limited 嘉高達證券集團有限公司 |
Rep | Type 4 - Advising on securities | 2019-04-18 | 2021-07-09 |
| Finet Securities Limited 財華證券有限公司 |
Rep | Type 1 - Dealing in securities | 2019-01-02 | 2019-01-07 |
| Finet Securities Limited 財華證券有限公司 |
Rep | Type 4 - Advising on securities | 2019-01-02 | 2019-01-07 |
| Finet Securities Limited 財華證券有限公司 |
Rep | Type 9 - Asset management | 2019-01-02 | 2019-01-07 |
| Octal Capital Asset Management Limited 八方金融資產管理有限公司 |
RO | Type 9 - Asset management | 2018-04-25 | 2018-11-25 |
| Octal Capital Limited 八方金融有限公司 |
Rep | Type 1 - Dealing in securities | 2017-06-05 | 2018-11-25 |
| Octal Capital Asset Management Limited 八方金融資產管理有限公司 |
Rep | Type 9 - Asset management | 2016-11-22 | 2018-04-25 |
| China Industrial Securities International Brokerage Limited 興證國際證券有限公司 |
Rep | Type 1 - Dealing in securities | 2015-01-23 | 2016-11-11 |
| China Industrial Securities International Futures Limited 興證國際期貨有限公司 |
Rep | Type 2 - Dealing in futures contracts | 2015-01-23 | 2016-11-11 |
| BOCOM International Securities Limited 交銀國際證券有限公司 |
Rep | Type 2 - Dealing in futures contracts | 2011-12-15 | 2015-01-16 |
| BOCOM International Securities Limited 交銀國際證券有限公司 |
Rep | Type 1 - Dealing in securities | 2010-06-23 | 2015-01-16 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Wing Yee Fung 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.