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Lu Li Lisa

盧琍
IA8086Inactive / lapsedTechnical representative (broker)Long Term (incl. investment-linked)
Licence no
IA8086
Type
Technical representative (broker)
Status
Inactive / lapsed
Line of business
Long Term (incl. investment-linked)
Valid from
2021-09-13
Valid to
2026-04-17

Contact & address

Address (EN)
19/F., Tower 2, China Hong Kong City, Tsimshatsui, Kowloon.
Address (中)
19/F., Tower 2, China Hong Kong City, Tsimshatsui, Kowloon.

Location

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

Appointments & work history 2 · 0 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1392Venhouse Financial Planning Limited
鐶安財務策劃有限公司		Long Term Business (including Linked Long Term Business)Ended2021-09-132026-03-27
FB1392Venhouse Financial Planning Limited
鐶安財務策劃有限公司		Long Term Business (including Linked Long Term Business)Ended—2021-09-13

Disciplinary / public actions 1

actionDate
1744646400000
actionTaken
3701
actionTakenEN
Fine for non-compliance with CPD requirements for 2023-2024 assessment period
actionTakenTC
因未能遵守2023-2024評核期的持續專業培訓規定而被罰款
actionTakenSC
因未能遵守2023-2024評核期的持續專業培訓規定而被罰款
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