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Leung Kwok Wai

梁國威
IB1244Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
IB1244
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-05-04
Valid to
2027-05-03

Contact & address

Address (EN)
Unit 01, 38/F, Hopewell Centre, 183 Queen's Road East, Wan Chai, Hong Kong
Address (中)
Unit 01, 38/F, Hopewell Centre, 183 Queen's Road East, Wan Chai, Hong Kong

Location

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

Appointments & work history 3 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1577AMG Wealth Management Limited
安柏環球財富管理有限公司		General & Long Term Business (including Linked Long Term Business)Active2024-02-16—
FB1452OnePlatform Wealth Management Limited
環一財富管理有限公司		General & Long Term Business (including Linked Long Term Business)Ended2022-07-202024-01-04
FB1360Convoy Financial Services Ltd.
康宏理財服務有限公司		General & Long Term Business (including Linked Long Term Business)Ended—2021-05-04

Disciplinary / public actions 1

actionDate
1693929600000
actionTaken
2024
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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