Jim Tai
戴震
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Jim Tai (戴震), a licensed Representative with CE reference BDV988. Currently licensed at 1 firm(s): StashAway Hong Kong Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities; Type 9 - Asset management. This person has 6.9 years of SFC licence history. Total licence records on file: 5.
Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| StashAway Hong Kong Limited | Rep | Type 1 - Dealing in securities | 2023-01-09 | present |
| StashAway Hong Kong Limited | Rep | Type 4 - Advising on securities | 2023-01-09 | present |
| StashAway Hong Kong Limited | Rep | Type 9 - Asset management | 2023-01-09 | present |
| Cypress Capital Hong Kong Limited 承譽資本香港有限公司 |
Rep | Type 4 - Advising on securities | 2014-09-04 | 2017-10-08 |
| Cypress Capital Hong Kong Limited 承譽資本香港有限公司 |
Rep | Type 9 - Asset management | 2014-09-04 | 2017-10-08 |
Worked alongside
The 17 closest colleagues, strongest tie first — individuals licensed at the same firm as Jim Tai 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.
| Name | Shared firm | Overlap |
|---|---|---|
| Michele Ferrario | StashAway Hong Kong Limited | 2023–present |
| Stephanie Wing Ying Leung | StashAway Hong Kong Limited | 2023–present |
| Justin Charles Jimenez | StashAway Hong Kong Limited | 2023–present |
| Yat Long Yim | StashAway Hong Kong Limited | 2023–present |
| Shih-Chieh Lin | Cypress Capital Hong Kong Limited | 2014–2017 |
| Chih-Chiang Pan | Cypress Capital Hong Kong Limited | 2014–2017 |
| Yau-Chang Wang | Cypress Capital Hong Kong Limited | 2014–2017 |
| Peisi Deng | StashAway Hong Kong Limited | 2024–present |
| Wai Tung Angel Chan | StashAway Hong Kong Limited | 2024–present |
| Hiu Ying Tiffany Chang | StashAway Hong Kong Limited | 2023–2024 |
| Ho Ming Chiu | Cypress Capital Hong Kong Limited | 2014–2015 |
| Tat Man Chu | Cypress Capital Hong Kong Limited | 2014–2015 |
| Lap Yin Chan | StashAway Hong Kong Limited | 2023–2024 |
| Chi Jen Lin | Cypress Capital Hong Kong Limited | 2014–2015 |
| Min Liu | Cypress Capital Hong Kong Limited | 2014–2015 |
| Tsz Lam Li | Cypress Capital Hong Kong Limited | 2014–2015 |
| Yonglin Yan | Cypress Capital Hong Kong Limited | 2017 |