FWD Financial Planning Limited is a Hong Kong SFC licensed corporation (CE number AFG549). First licensed on 2004-04-08. Its SFC licence is currently active. It is licensed for 2 regulated activities: Type 1 (Securities dealing), Type 4 (Advising on securities).
| Type | English | Chinese | Effective |
|---|---|---|---|
| RA 1 | Dealing in Securities | 證券交易 | 2011-01-25 |
| RA 4 | Advising on Securities | 就證券提供意見 | 2004-04-08 |
| CE No. | Name | Chinese |
|---|---|---|
| AGN721 | AU Chun Kit, Paul | 區俊傑 |
| AGO107 | CHIK Wing Keung | 植永強 |
| AHU046 | LAU Ka Wai | 劉家偉 |
| AOC937 | WONG Yuk Ching, Ivy | 黃玉菁 |
| BCZ943 | YIP Ming Kwan | 葉明君 |
| BHM087 | LEE Lip Yee | 李聶而 |
| CE No. | Name | Chinese |
|---|---|---|
| AFZ866 | LAI Chiu Chi | 黎俏孜 |
| AHT049 | LI Yuk Shu | 李玉樹 |
| AIE784 | LIM Ben See | |
| AIR595 | POON Cheuk Kuen | 潘焯權 |
| AIR782 | CHAN Chi Chun, Portia | 陳志珍 |
| AIR926 | LAW Yuen Shan | 羅婉珊 |
| AIX753 | WAN Ka Yee, Kitty | 尹嘉怡 |
| AJB399 | LAM Wing Fai | 林永輝 |
| AJN365 | TSE Wai Ling, Teresa | 謝慧玲 |
| ALH659 | CHAN Ka Yeung | 陳家揚 |
| ALK260 | LO Chi Chiu, Philip | 盧志超 |
| ALN852 | LEE Tsz Yan, Jason | 李子欣 |
| ALN863 | KAM Shuk Yi, Ada | 甘淑儀 |
| ALO547 | HUNG Yiu Fai | 洪耀輝 |
| ALO564 | LAM Siu Cham, Felix | 林兆湛 |
| AMD041 | CHAU Chi Kwan Coral | 周祉君 |
| AME419 | CHAN Yin Yin | 陳嫣然 |
| AML437 | LAM Ching Wang, Perseus | 林正宏 |
| AMU109 | HUI Kam Hon | 許金漢 |
| ANB448 | HO Sai Chuk | 何世祝 |
| ANB772 | FUNG Tak Lok | 馮德樂 |
| ANE307 | CHOY Bing Kui | 蔡炳駒 |
| ANN403 | SO Pui San | 蘇佩姍 |
| ANR060 | MOK Vivian | 莫瑋欣 |
| AOB004 | LAI Pui Sze | 黎沛思 |
| APK980 | HUNG Ka Faat | 洪嘉發 |
| APQ567 | TONG Wai Mei | 湯慧美 |
| AQK193 | SHUM XIAN Shelyne Ailing | 沈冼艾齡 |
| ARD450 | WONG Miu Lan | 黃妙蘭 |
| ASX480 | LEUNG Ho Yin | 梁灝賢 |
| ATL551 | CHUNG King Wan | 鍾璟芸 |
| ATN552 | LAW Kai Ting | 羅介廷 |
| AUI466 | ZHANG Jingqi | 張璟琦 |
| AUW122 | CHAN Koon Wai, Arnold | 陳冠偉 |
| AVT193 | KWONG Hing Tung | 鄺慶東 |
| AVU582 | YE Hong | 叶虹 |
| AWA334 | WONG Hiu Tung, Hilda | 黃曉彤 |
| AWL094 | NG Ka Wai | 伍嘉蔚 |
| AYD166 | CHAN Kam Pan | 陳錦彬 |
| AYK865 | AU YEUNG Hoi Yi | 歐陽凱宜 |
| AYT141 | HAN Liping | 韓麗萍 |
| AZG522 | LEE Wai Kei Rickie | 李煒琪 |
| AZI891 | GU Yue | 古悅 |
| AZK677 | YANG Aijun | 楊愛軍 |
| AZK686 | TANG Tat Chun | 鄧達駿 |
| AZK894 | HUI Yee Man | 許綺文 |
| BAC312 | YIP Chun Yu | 葉俊裕 |
| BAI715 | TSOI Chun Kit | 蔡俊傑 |
| BAQ212 | HUANG Xinjie | 黃心結 |
| BAV463 | HUI Chak Ling | 許澤玲 |
| BAX111 | WONG Wai Shing | 黃偉誠 |
| BBN707 | LAM Tsz Wai | 林梓惠 |
| BBS490 | NG Man Yi | 吳敏兒 |
| BBT559 | TAI Wing Keung | 戴永強 |
| BBT968 | YUEN Lai Chu, Tracy | 袁麗珠 |
| BCW448 | TSANG Hing Lung | 曾慶龍 |
| BDW594 | FONG Ka Man | 方嘉敏 |
| BEF664 | NG Siu Lung | 吳兆龍 |
| BEL761 | NG Kit Yan | 吳杰茵 |
| BEX225 | CHUNG Hei Man | 鍾希汶 |
| BEY802 | LAM Wai Tung | 林偉東 |
| BFB228 | CHAN Lam Ho Ping | 陳霖昊平 |
| BFS361 | HO Hoi Ching | 何海晴 |
| BFS509 | TO Kwan Ting | 陶筠婷 |
| BGB746 | WONG Wai Yin | 黃惠賢 |
| BHI954 | CHENG Shuk Fa | 鄭淑花 |
| BIB854 | YUNG Shu Ho Alex | 容樹濠 |
| BKK300 | FUNG Hiu Yu | 馮曉榆 |
| BKZ108 | CHIN Lai Yee | 錢麗儀 |
| BLL844 | TSANG Wing Ki | 曾頴琪 |
| BMF144 | ZHOU You Yolanda | 周由 |
| BMF440 | YIU Wing Kit | 姚永傑 |
| BOD645 | LUNG Him Yick Matthew | 龍謙益 |
| BOL454 | LAM Tsz Ting | 林祉廷 |
| BOR894 | YEUNG Man Yuk | 楊民玉 |
| BOS771 | YAU Mei Chi | 尤美芝 |
| BOU111 | LEE Kwing Nam | 李烱楠 |
| BOZ691 | LOZANO Mauricio | |
| BPA411 | TAM Era | 譚懿雅 |
| BPG241 | SZE Chi Ming | 施志明 |
| BPG563 | TONG Sze Man | 唐詩敏 |
| BPS615 | WONG Wing Suet Rachael | 黃詠雪 |
| BPT484 | TAM Mei Cheng | 譚美情 |
| BPZ927 | CHEUNG Shun Chi | 張舜芝 |
| BQG079 | SO Chun Wah Jimmy | 蘇振華 |
| BQN460 | WONG Ho Lam | 黃浩霖 |
| BQR315 | SER Long Yin | 佘朗彥 |
| BQR622 | LEUNG Chun Wing | 梁雋永 |
| BQT499 | SHEN Fai Shing Marcus | 沈輝城 |
| BQV197 | MA Minyi | 馬敏怡 |
| BRA569 | YANG Jian | |
| BRD722 | NG Siu Chui | 吳小翠 |
| BRD736 | CHOI Hong Man | 蔡匡民 |
| BRM118 | LEE Mo Yin Agnes | 李慕燕 |
| BRN811 | YEUNG Ka Ning | 楊嘉寧 |
| BRQ035 | CHEUNG Cherrie Wing Kwan | |
| BRQ066 | LAU Chun Wah | 劉俊華 |
| BRS451 | CHEN Shuyan | 陳淑妍 |
| BRS901 | CHEN Yuqian | 陳宇乾 |
| BRS999 | TSOI Man Ting | 蔡敏婷 |