David Tai Wai Chan
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for David Tai Wai Chan (陳大偉), a licensed Responsible Officer with CE reference AAC495. Currently licensed at 3 firm(s): Po Lee Investment Consultant Limited, Po Lee Asset Management Limited, Po Lee Securities Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities; Type 9 - Asset management. This person has 23.4 years of SFC licence history. Total licence records on file: 3.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Po Lee Investment Consultant Limited 寶利投資顧問有限公司 |
RO | Type 4 - Advising on securities | 2017-09-26 | present |
| Po Lee Asset Management Limited 寶利資產管理有限公司 |
RO | Type 9 - Asset management | 2017-09-26 | present |
| Po Lee Securities Limited 寶利證券有限公司 |
RO | Type 1 - Dealing in securities | Pre-2003 | present |
Worked alongside
The 17 closest colleagues, strongest tie first — individuals licensed at the same firm as David Tai Wai Chan 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.
| Name | Shared firm | Overlap |
|---|---|---|
| Chung On Chan | Po Lee Securities Limited | 2004–2025 |
| Chiu Mo Samuel Tsang | Po Lee Securities Limited | 2003–2022 |
| Wun Gi Hui | Po Lee Securities Limited | 2010–2024 |
| Chi Ming Cheung | Po Lee Securities Limited | 2011–2022 |
| Shwe Kyi Ma | Po Lee Securities Limited | 2003–2024 |
| Mang Lun Kum | Po Lee Securities Limited | 2014–2024 |
| Hing Lei Lin | Po Lee Securities Limited | 2016–2025 |
| Xinxin Guo | Po Lee Asset Management Limited | 2024–present |
| Shung Lai Suen | Po Lee Securities Limited | 2009–2014 |
| Kwok Kwan Ng | Po Lee Securities Limited | 2003–2012 |
| Andy Ka Wai Tse | Po Lee Securities Limited | 2011–2014 |
| Xiaoyan Luo | Po Lee Asset Management Limited | 2025–present |
| Qian Wang | Po Lee Asset Management Limited | 2025–present |
| Kenneth Sin Ming Poon | Po Lee Securities Limited | 2004–2005 |
| May Mei Yan Fung | Po Lee Securities Limited | 2011–2012 |
| Evans Tania Ming Tak Chu | Po Lee Securities Limited | 2004–2005 |
| Kit Kum Yeung | Po Lee Securities Limited | 2011 |