Ka Yan Tai

戴家欣
CE No. AQU175 Active

This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Ka Yan Tai (戴家欣), CE reference AQU175. Currently licensed at 1 firm(s): Positano Wealth Management Limited. Total licence records on file: 8.

Licence history

FirmRoleRegulated activityFromTo
Positano Wealth Management Limited
知見財富管理顧問有限公司
RO Type 4 — Advising on securities 2018-11-30 present
Positano Wealth Management Limited
知見財富管理顧問有限公司
RO Type 9 — Asset management 2018-11-30 present
Positano Wealth Management Limited
知見財富管理顧問有限公司
Rep Type 4 — Advising on securities 2017-10-13 2018-11-30
Positano Wealth Management Limited
知見財富管理顧問有限公司
Rep Type 9 — Asset management 2017-10-13 2018-11-30
Morgan Stanley Hong Kong Securities Limited Rep Type 2 — Dealing in futures contracts 2010-12-06 2012-05-14
Morgan Stanley Asia Limited
摩根士丹利亞洲有限公司
Rep Type 9 — Asset management 2010-05-20 2012-05-14
Morgan Stanley Asia Limited
摩根士丹利亞洲有限公司
Rep Type 1 — Dealing in securities 2008-04-03 2012-05-14
Morgan Stanley Hong Kong Futures Limited Rep Type 2 — Dealing in futures contracts 2008-04-03 2010-12-06

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