Yangfan Xu
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Yangfan Xu (徐洋帆), a licensed Representative with CE reference BSG568. Currently licensed at 1 firm(s): BEA Union Investment Management Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities. This person has 4.1 years of SFC licence history. Total licence records on file: 11.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| BEA Union Investment Management Limited 東亞聯豐投資管理有限公司 |
Rep | Type 1 - Dealing in securities | 2023-03-06 | present |
| BEA Union Investment Management Limited 東亞聯豐投資管理有限公司 |
Rep | Type 4 - Advising on securities | 2023-03-06 | present |
| CPIC Investment Management (H.K.) Company Limited 中國太保投資管理(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2022-12-21 | 2023-01-17 |
| CPIC Investment Management (H.K.) Company Limited 中國太保投資管理(香港)有限公司 |
Rep | Type 9 - Asset management | 2022-12-21 | 2023-01-17 |
| Bosera Asset Management (International) Co., Limited 博時基金(國際)有限公司 |
Rep | Type 1 - Dealing in securities | 2022-08-15 | 2022-12-11 |
| Bosera Asset Management (International) Co., Limited 博時基金(國際)有限公司 |
Rep | Type 4 - Advising on securities | 2022-08-15 | 2022-12-11 |
| Bosera Asset Management (International) Co., Limited 博時基金(國際)有限公司 |
Rep | Type 9 - Asset management | 2022-08-15 | 2022-12-11 |
| Orient Securities (Hong Kong) Limited 東方證券(香港)有限公司 |
Rep | Type 1 - Dealing in securities | 2022-04-04 | 2022-07-01 |
| Orient Asset Management (Hong Kong) Limited 東方資產管理(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2022-04-04 | 2022-07-01 |
| Orient Securities (Hong Kong) Limited 東方證券(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2022-04-04 | 2022-07-01 |
| Orient Asset Management (Hong Kong) Limited 東方資產管理(香港)有限公司 |
Rep | Type 9 - Asset management | 2022-04-04 | 2022-07-01 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Yangfan Xu 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.