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Kwong Hiu Yee

江曉怡
IB1695Licence activeTechnical representative (broker)Long Term (excl. linked)
Licence no
IB1695
Type
Technical representative (broker)
Status
Licence active
Line of business
Long Term (excl. linked)
Valid from
2021-03-19
Valid to
2027-03-18

Contact & address

Address (EN)
AGBA Tower, 68 Johnston Road, Wan Chai, Hong Kong
Address (中)
AGBA Tower, 68 Johnston Road, 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
FB1605Frontier Financial Advisory Services Ltd.
領譽理財服務有限公司		Long Term Business (excluding Linked Long Term Business)Active2025-02-03—
FB1452OnePlatform Wealth Management Limited
環一財富管理有限公司		Long Term Business (excluding Linked Long Term Business)Ended2022-01-102025-01-08
FB1360Convoy Financial Services Ltd.
康宏理財服務有限公司		Long Term Business (excluding Linked Long Term Business)Ended—2021-03-19

Disciplinary / public actions 1

actionDate
1691683200000
actionTaken
1138
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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