Portia Chi Chun Chan
陳志珍
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Portia Chi Chun Chan (陳志珍), a licensed Representative with CE reference AIR782. Currently licensed at 1 firm(s): FWD Financial Planning Limited. Active regulated activities: Type 1 — Dealing in securities; Type 4 — Advising on securities. Total licence records on file: 3.
Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 1 — Dealing in securities | 2011-06-07 | present |
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 4 — Advising on securities | 2011-06-07 | present |
| FWD Life Insurance Company (Bermuda) Limited 富衛人壽保險(百慕達)有限公司 |
Rep | Type 4 — Advising on securities | 2003-04-15 | 2011-05-23 |