Money Concepts (Asia) Holdings Limited

美國萬利理財控股有限公司

CE No. AVX020 Licensed corporation Active

This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Money Concepts (Asia) Holdings Limited (美國萬利理財控股有限公司), a Hong Kong-based licensed corporation with CE reference AVX020. Currently licensed for regulated activity type(s) 1 — Dealing in securities; 4 — Advising on securities; 9 — Asset management. Current licensed staff on file: 3 (total recorded over time: 29). Earliest licence on file: 2011-04-14.

More firms doing Dealing in securities →More firms doing Advising on securities →More firms doing Asset management →

Registered address

Office A on 15/F, Wayson Commercial House 68-70 Lockhart Road, Wanchai

Licence history

Activity	From	To
Type 1 — Dealing in securities	2011-04-14	present
Type 4 — Advising on securities	2011-04-14	present
Type 9 — Asset management	2011-04-14	present

Licensed staff (all-time) (29)
Active on date

1 Dealing in securities 4 Advising on securities 9 Asset management

RO only

Name	Activities	First licensed	To
Jay Hemant Bhatt	RO 1, 4, 9	2023-06	2025-01
Pok Man Chan 陳博文	RO 1, 4, 9	2022-02	2023-05
Denise Pui Yee Cheung 張佩儀	RO 1, 4, 9	2011-04	2020-06
Cheuk Wing Chow 周卓榮	RO 1, 4, 9 Rep 1, 4, 9	2014-06	2024-06
Dick Wai Leung Ho 何偉良	RO 1, 4, 9 Rep 1, 4, 9	2011-09	2016-11
Catherine Kit Ching Kum 甘潔貞	RO 1, 4, 9 Rep 1, 4, 9	2011-12	2022-04
Patrick Wai Ming Lau 劉維銘	RO 1, 4, 9 Rep 1, 4, 9	2011-09	2024-06
Wai Ling (SFC:BFS692) Lee 李慧玲	RO 1, 4, 9 Rep 1, 4, 9	2015-07	2021-11
William Wai Tin Ng 吳偉鈿	RO 4, 9 Rep 1, 4, 9	2015-08	2016-08
Siu Ning Tang 鄧少寧	RO 1, 4, 9	2022-05	2023-03
Chan Wing Wong 王燦榮	RO 1, 4, 9	2011-04	2012-10
Chun Tung Wong 黃振東	RO 1, 4, 9 Rep 1, 4, 9	2022-02	2024-01
Sai Hei Chan 陳世喜	Rep 1, 4	2011-05	2012-08
Dennis Kar Wah Chien 錢嘉華	Rep 1, 4	2011-12	2013-01
Katherine Kwan Choi Chik 戚群采	Rep 1, 4	2014-08	2014-12
Hin Lun Lau 劉顯麟	Rep 1, 4, 9	2012-04	2013-04
Yiu Hang Lau 劉耀恒	Rep 1, 4	2022-01	2023-07
Chui Shan (SFC:AWO107) Lee 李翠珊	Rep 1, 4, 9	2011-09	2013-07
Kim Fai Lee 李劍輝	Rep 1, 4	2014-10	2021-07
Pui Yee Pearl Liu 廖佩兒	Rep 1, 4	2022-12	Present
Yuen Mei Lo 羅婉薇	Rep 1, 4, 9	2022-12	Present
Luen Kam Tai 戴聯鑫	Rep 1	2020-11	2021-02
Nora Boon Kiat Tan 陳文潔	Rep 1, 4	2014-09	2022-12
Angel Sau Wai Wong 黃秀韋	Rep 1, 4	2012-12	2013-07
Lai Kuen Fanny Wong 黃麗娟	Rep 4, 9	2024-01	Present
Sim Wong 王嬋	Rep 1, 4	2014-12	2024-04
Beibei Xu 徐蓓蓓	Rep 1, 4	2012-09	2013-07
Eddy Wai Kit Yeung 楊偉傑	Rep 1, 4	2011-09	2013-05
Wai Ka Yip 葉維嘉	Rep 1, 4	2021-08	2022-04