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Chang Lam Sum Jessie

張藍心
IA7334Licence activeTechnical representative (broker)Long Term (incl. investment-linked)
Licence no
IA7334
Type
Technical representative (broker)
Status
Licence active
Line of business
Long Term (incl. investment-linked)
Valid from
2021-02-08
Valid to
2027-02-07

Contact & address

Address (EN)
Unit 3, 22/F., Fu Fai Commercial Centre, 27 Hillier Street, Hong Kong
Address (中)
Unit 3, 22/F., Fu Fai Commercial Centre, 27 Hillier Street, Hong Kong

Location

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

Appointments & work history 3 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
GB1058Shengyuan Global Wealth Management Company Limited
盛元環球財富管理有限公司		Long Term Business (including Linked Long Term Business)Active2022-10-03—
FB1577AMG Wealth Management Limited
安柏環球財富管理有限公司		Long Term Business (including Linked Long Term Business)Ended2021-02-082022-07-22
FB1577AMG Wealth Management Limited
安柏環球財富管理有限公司		Long Term Business (including Linked Long Term Business)Ended—2021-02-08

Disciplinary / public actions 1

actionDate
1704902400000
actionTaken
2628
actionTakenEN
1. Fine 2. Suspension of licence (for a minimum of 3 months) for non-compliance with CPD requirements for 2021-2022 assessment period
actionTakenTC
因未能遵守2021 -2022評核期的持續專業培訓規定而被 1. 罰款 2. 暫時吊銷牌照(最少3個月)
actionTakenSC
因未能遵守2021 -2022评核期的持续专业培训规定而被 1. 罚款 2. 暂时吊销牌照(最少3个月)
pressReleaseEN
Nil
pressReleaseTC
沒有
pressReleaseSC
没有
pressReleases
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