Yuen Mei Lo
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Yuen Mei Lo (羅婉薇), a licensed Representative with CE reference BAL307. Currently licensed at 2 firm(s): Money Concepts (Asia) Holdings Limited, Money Concepts Asset Management Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities; Type 9 - Asset management. This person has 4.2 years of SFC licence history. Total licence records on file: 9.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Money Concepts (Asia) Holdings Limited 美國萬利理財控股有限公司 |
Rep | Type 1 - Dealing in securities | 2022-12-20 | present |
| Money Concepts (Asia) Holdings Limited 美國萬利理財控股有限公司 |
Rep | Type 4 - Advising on securities | 2022-12-20 | present |
| Money Concepts (Asia) Holdings Limited 美國萬利理財控股有限公司 |
Rep | Type 9 - Asset management | 2022-12-20 | present |
| Money Concepts Asset Management Limited 美國萬利資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2022-09-15 | present |
| Money Concepts Asset Management Limited 美國萬利資產管理有限公司 |
Rep | Type 9 - Asset management | 2022-09-15 | present |
| Money Concepts Asset Management Limited 美國萬利資產管理有限公司 |
Rep | Type 1 - Dealing in securities | 2022-09-15 | 2024-05-17 |
| One Belt One Road Securities and International Asset Management Limited 一帶一路證券及國際資產管理有限公司 |
Rep | Type 1 - Dealing in securities | 2019-03-28 | 2019-08-31 |
| One Belt One Road Securities and International Asset Management Limited 一帶一路證券及國際資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2019-03-28 | 2019-08-31 |
| One Belt One Road Securities and International Asset Management Limited 一帶一路證券及國際資產管理有限公司 |
Rep | Type 9 - Asset management | 2019-03-28 | 2019-08-31 |
Worked alongside
The 15 closest colleagues, strongest tie first — individuals licensed at the same firm as Yuen Mei 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.