SFC Licences of WHEELER James Matthew
Source:
Official SFC record
Key: RE = Representative, RO = Responsible Officer, EO = Executive Officer
| Institution | Role | Licences | Start date | End date |
|---|---|---|---|---|
| Belvest Investment Services Limited 研富投資服務有限公司 | RE | 4 | 20 March 2024 | |
| Belvest Investment Services Limited 研富投資服務有限公司 | RE | 1 | 20 March 2024 | |
| Vesttoo Hong Kong Limited | RO | 1 | 30 March 2023 | 21 October 2023 |
| Odyssey Asset Management Limited (trading as CapConnectAsia) | RE | 4 | 19 May 2020 | 18 March 2022 |
| Odyssey Asset Management Limited (trading as CapConnectAsia) | RE | 1 | 19 May 2020 | 18 March 2022 |
| HSZ (Hong Kong) Limited | RE | 4 | 19 December 2018 | 01 November 2019 |
| Manulife Investment Management (Hong Kong) Limited 宏利投資管理(香港)有限公司 | RE | 1 | 19 December 2013 | 05 August 2016 |
| Manulife Investment Management (Hong Kong) Limited 宏利投資管理(香港)有限公司 | RE | 4 | 19 December 2013 | 05 August 2016 |