Money Concepts Asset Management Limited
美國萬利資產管理有限公司
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Money Concepts Asset Management Limited (美國萬利資產管理有限公司), a Hong Kong-based licensed corporation with CE reference BEW231. Currently licensed for regulated activity type(s) 4 — Advising on securities; 9 — Asset management. Current licensed staff on file: 3 (total recorded over time: 15). Earliest licence on file: 2016-02-18.
Registered address
Office B on 15/F, Wayson Commercial House 68-70 Lockhart Road, Wanchai
Licence history
| Activity | From | To |
|---|---|---|
| Type 4 — Advising on securities | 2016-02-18 | present |
| Type 9 — Asset management | 2016-02-18 | present |
| Type 1 — Dealing in securities | 2016-02-18 | 2024-05-17 |
Licensed staff (all-time) (15)
Active on date
| 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 | 2016-02 | 2020-06 |
| Cheuk Wing Chow 周卓榮 | RO 1, 4, 9 | 2016-10 | 2024-06 |
| Dick Wai Leung Ho 何偉良 | RO 1, 4, 9 | 2016-02 | 2016-11 |
| Catherine Kit Ching Kum 甘潔貞 | RO 1, 4, 9 Rep 1, 4, 9 | 2018-12 | 2022-04 |
| Wai Ling (SFC:BFS692) Lee 李慧玲 | RO 1, 4, 9 | 2018-08 | 2021-11 |
| Siu Ning Tang 鄧少寧 | RO 1, 4, 9 | 2022-05 | 2023-03 |
| Chun Tung Wong 黃振東 | RO 1, 4, 9 Rep 1, 4, 9 | 2022-02 | 2024-01 |
| Man Yan Sindy Cheung 張文洇 | Rep 1, 4, 9 | 2020-09 | 2022-11 |
| Katherine Kwan Choi Chik 戚群采 | Rep 1, 4 | 2019-01 | 2019-01 |
| Yiu Hang Lau 劉耀恒 | Rep 1, 4 | 2022-01 | 2023-07 |
| Pui Yee Pearl Liu 廖佩兒 | Rep 1, 4 | 2017-04 | Present |
| Yuen Mei Lo 羅婉薇 | Rep 1, 4, 9 | 2022-09 | Present |
| Lai Kuen Fanny Wong 黃麗娟 | Rep 4, 9 | 2024-04 | Present |
Showing 1–15 of 15
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