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LEE Erica

李易蔚
JF6368Licence activeTechnical representative (broker)General + Long Term (incl. investment-linked)
Licence no
JF6368
Type
Technical representative (broker)
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2023-07-18
Valid to
2026-07-17

Contact & address

Address (EN)
Room 903-906 9TH Floor Exchange Tower No.33 Wang Chiu Road Kowloon Bay
Address (中)
Room 903-906 9TH Floor Exchange Tower No.33 Wang Chiu Road Kowloon Bay

Location

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

Appointments & work history 2 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1605Frontier Financial Advisory Services Ltd.
領譽理財服務有限公司		General & Long Term Business (including Linked Long Term Business)Active2024-06-03—
FB1452OnePlatform Wealth Management Limited
環一財富管理有限公司		General & Long Term Business (including Linked Long Term Business)Ended2023-09-132024-04-25

Disciplinary / public actions 1

actionDate
1765468800000
actionTaken
3599
actionTakenEN
Fine for non-compliance with CPD requirements for 2024-2025 assessment period
actionTakenTC
因未能遵守2024-2025評核期的持續專業培訓規定而被罰款
actionTakenSC
因未能遵守2024-2025評核期的持續專業培訓規定而被罰款
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