Yuekai Zhao
趙悅凱
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Yuekai Zhao (趙悅凱), a licensed former licensee with CE reference AVK510. This person has 4.2 years of SFC licence history. Total licence records on file: 9.
Information
- LinkedIn:
- Email:
Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Templewater Hong Kong Limited 善水資本香港有限公司 |
Rep | Type 1 - Dealing in securities | 2014-03-20 | 2015-04-14 |
| Templewater Hong Kong Limited 善水資本香港有限公司 |
Rep | Type 6 - Advising on corporate finance | 2014-03-20 | 2015-04-14 |
| Sheng Yuan Securities Limited 盛源證券有限公司 |
Rep | Type 1 - Dealing in securities | 2013-10-29 | 2014-02-10 |
| Sheng Yuan Securities Limited 盛源證券有限公司 |
Rep | Type 4 - Advising on securities | 2013-10-29 | 2014-02-10 |
| Sheng Yuan Asset Management Limited 盛源資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2013-03-19 | 2013-07-11 |
| Sheng Yuan Asset Management Limited 盛源資產管理有限公司 |
Rep | Type 9 - Asset management | 2013-03-19 | 2013-07-11 |
| Credit Suisse (Hong Kong) Limited 瑞士信貸(香港)有限公司 |
Rep | Type 1 - Dealing in securities | 2010-07-02 | 2013-01-01 |
| Credit Suisse (Hong Kong) Limited 瑞士信貸(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2010-07-02 | 2013-01-01 |
| Credit Suisse (Hong Kong) Limited 瑞士信貸(香港)有限公司 |
Rep | Type 6 - Advising on corporate finance | 2010-07-02 | 2013-01-01 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Yuekai Zhao during overlapping periods. Ranked by how long they overlapped and how similar their regulated activities were, with shared time at a smaller firm weighted more than at a large one. See the detailed formula.