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Chan Sum Yi

陳心怡
IA7920Inactive / lapsedTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
IA7920
Type
Technical representative (broker)
Status
Inactive / lapsed
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-03-11
Valid to
2024-01-27

Contact & address

Address (EN)
17/F & 18/F, Konnect, 303 Jaffe Road, Wanchai, Hong Kong
Address (中)
17/F & 18/F, Konnect, 303 Jaffe Road, Wanchai, Hong Kong

Location

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

Appointments & work history 2 · 0 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1714Kingkey Privilege Wealth Management Limited
京基優越財富管理有限公司		General & Long Term Business (including Linked Long Term Business)Ended2021-03-112023-07-31
FB1714Kingkey Privilege Wealth Management Limited
京基優越財富管理有限公司		General & Long Term Business (including Linked Long Term Business)Ended—2021-03-11

Disciplinary / public actions 1

actionDate
1691683200000
actionTaken
1069
actionTakenEN
Fine 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罰款
actionTakenSC
因未能遵守2021 -2022评核期的持续专业培训规定而被罚款
pressReleaseEN
Nil
pressReleaseTC
沒有
pressReleaseSC
没有
pressReleases
[]