Kitty Ka Yee Wan
尹嘉怡
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Kitty Ka Yee Wan (尹嘉怡), a licensed Representative with CE reference AIX753. 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: 6.
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 | 2023-10-06 | present |
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 4 — Advising on securities | 2023-10-06 | present |
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
RO | Type 1 — Dealing in securities | 2020-12-07 | 2023-10-06 |
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
RO | Type 4 — Advising on securities | 2020-12-07 | 2023-10-06 |
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 1 — Dealing in securities | 2011-03-18 | 2020-12-07 |
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 4 — Advising on securities | 2003-05-30 | 2020-12-07 |