Kelvin Kai Cao
曹凱
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Kelvin Kai Cao (曹凱), a licensed Representative with CE reference BPE710. Currently licensed at 1 firm(s): Bank Consortium Trust Company Limited. Active regulated activities: Type 13 - Providing depositary services for relevant CISs. This person has 5.4 years of SFC licence history. Total licence records on file: 3.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Bank Consortium Trust Company Limited 銀聯信託有限公司 |
Rep | Type 13 - Providing depositary services for relevant CIS | 2025-12-09 | present |
| Citigroup First Investment Management Limited | Rep | Type 4 - Advising on securities | 2019-12-10 | 2024-09-03 |
| Citigroup First Investment Management Limited | Rep | Type 9 - Asset management | 2019-12-10 | 2024-09-03 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Kelvin Kai Cao 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.