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Leung Wing Lam

梁詠琳
IA6350Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
IA6350
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2026-08-05
Valid to
2029-08-04

Contact & address

Address (EN)
銅鑼灣希慎道33號利園一期4402室
Address (中)
銅鑼灣希慎道33號利園一期4402室

Location

Approximate — geocoded from the registered address. Open in Google Maps →

Appointments & work history 3 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1770WRISE Financial Services Limited
昇世理財服務有限公司		General & Long Term Business (including Linked Long Term Business)Active2026-08-05—
FB1452OnePlatform Wealth Management Limited
環一財富管理有限公司		General & Long Term Business (including Linked Long Term Business)Ended2023-08-022025-06-08
FB1360Convoy Financial Services Ltd.
康宏理財服務有限公司		General & Long Term Business (including Linked Long Term Business)Ended—2021-09-28

Disciplinary / public actions 1

actionDate
1779897600000
actionTaken
3694
actionTakenEN
1. Fine 2. Prohibition from applying to be licensed (for a minimum of 3 months) for non-compliance with CPD requirements for 2024-2025 assessment period.
actionTakenTC
因未能遵守2024-2025評核期的持續專業培訓規定而被 1. 罰款 2. 禁止申請牌照 (最少3個月)
actionTakenSC
因未能遵守2024-2025评核期的持续专业培训规定而被 1. 罚款 2. 禁止申请牌照 (最少3个月)
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