Po Wun Ip

葉保垣
CE No. BEC783 Ceased

This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Po Wun Ip (葉保垣), a licensed former licensee with CE reference BEC783. This person has 11.1 years of SFC licence history. Total licence records on file: 13.

Licence history

FirmRoleRegulated activityFromTo
Avanta Investment Management Limited
安永達投資管理有限公司
Rep Type 4 - Advising on securities 2023-01-06 2026-08-31
Avanta Investment Management Limited
安永達投資管理有限公司
Rep Type 9 - Asset management 2023-01-06 2026-08-31
Optima Capital Limited
創越融資有限公司
Rep Type 1 - Dealing in securities 2021-11-17 2022-12-31
Optima Capital Limited
創越融資有限公司
Rep Type 4 - Advising on securities 2021-11-17 2022-12-31
Optima Capital Limited
創越融資有限公司
Rep Type 6 - Advising on corporate finance 2021-11-17 2022-12-31
Shenwan Hongyuan Capital (H.K.) Limited
申萬宏源融資(香港)有限公司
Rep Type 1 - Dealing in securities 2021-04-20 2021-04-21
Shenwan Hongyuan Capital (H.K.) Limited
申萬宏源融資(香港)有限公司
Rep Type 4 - Advising on securities 2021-04-20 2021-04-21
Shenwan Hongyuan Capital (H.K.) Limited
申萬宏源融資(香港)有限公司
Rep Type 6 - Advising on corporate finance 2021-04-20 2021-04-21
China Everbright Capital Limited
中國光大融資有限公司
Rep Type 1 - Dealing in securities 2017-10-30 2021-02-20
China Everbright Capital Limited
中國光大融資有限公司
Rep Type 4 - Advising on securities 2017-10-30 2021-02-20
China Everbright Capital Limited
中國光大融資有限公司
Rep Type 6 - Advising on corporate finance 2017-10-30 2021-02-20
Haitong International Capital Limited
海通國際資本有限公司
Rep Type 6 - Advising on corporate finance 2016-07-19 2017-10-10
Quam Capital Limited
華富建業企業融資有限公司
Rep Type 6 - Advising on corporate finance 2014-09-15 2016-06-26

Worked alongside

The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Po Wun Ip 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.

NameShared firmOverlap
Benji Ping-Chun Chou Avanta Investment Management Limited 2023–2026
Vivia Wai Ming Tong Avanta Investment Management Limited 2023–2026
Po Sing Wu China Everbright Capital Limited 2017–2021
Wing Keung Lam Avanta Investment Management Limited 2023–2025
Thomas Chow Avanta Investment Management Limited 2023–2025
Siu Nam Wong China Everbright Capital Limited 2017–2021
Mei Po Ho China Everbright Capital Limited 2017–2021
Terence Tak Him Cheng China Everbright Capital Limited 2017–2021
Chun Man Li China Everbright Capital Limited 2017–2021
Po Kat Hong China Everbright Capital Limited 2018–2021
Stephanie Pui San Wong Avanta Investment Management Limited 2023–2026
Ho Yin Kwok China Everbright Capital Limited 2017–2019
Chun Tak Lui China Everbright Capital Limited 2017–2021
Tingyun Bian China Everbright Capital Limited 2018–2021
Tsz Keung Li China Everbright Capital Limited 2018–2021
Kwok Lung Ma China Everbright Capital Limited 2018–2021
Vincent Chun-Cheong Hung China Everbright Capital Limited 2018–2021
Zhen Wang China Everbright Capital Limited 2017–2020
Yuen Ying Lin China Everbright Capital Limited 2018–2021
Wendy Wing Yin Liu Quam Capital Limited 2014–2016

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