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XU Shang

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JG1998Licence activeTechnical representative (broker)Long Term (incl. investment-linked)
Licence no
JG1998
Type
Technical representative (broker)
Status
Licence active
Line of business
Long Term (incl. investment-linked)
Valid from
2023-11-15
Valid to
2026-11-14

Contact & address

Address (EN)
23/F, Hopewell Centre, 183 Queen's Road East, Wan Chai, HK
Address (中)
23/F, Hopewell Centre, 183 Queen's Road East, Wan Chai, HK

Location

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

Appointments & work history 2 · 1 active

PrincipalAppointing firmLine of businessStatusAppointedCeased
FB1770WRISE Financial Services Limited
昇世理財服務有限公司		Long Term Business (including Linked Long Term Business)Active2024-05-28—
FB1452OnePlatform Wealth Management Limited
環一財富管理有限公司		Long Term Business (including Linked Long Term Business)Ended2023-11-152024-04-28

Disciplinary / public actions 1

actionDate
1759939200000
actionTaken
3442
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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