Zheyuan Liu
劉哲源
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Zheyuan Liu (劉哲源), a licensed former licensee with CE reference BCA351. This person has 10.9 years of SFC licence history. Total licence records on file: 5.
Information
- LinkedIn:
- Email:
Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Y-Intercept (Hong Kong) Limited | Rep | Type 9 - Asset management | 2019-01-03 | 2025-10-08 |
| Credit Suisse (Hong Kong) Limited 瑞士信貸(香港)有限公司 |
Rep | Type 9 - Asset management | 2016-11-09 | 2017-12-07 |
| Credit Suisse (Hong Kong) Limited 瑞士信貸(香港)有限公司 |
Rep | Type 1 - Dealing in securities | 2013-10-17 | 2017-11-09 |
| Credit Suisse Securities (Hong Kong) Limited 瑞士信貸證券(香港)有限公司 |
Rep | Type 1 - Dealing in securities | 2013-10-17 | 2016-11-01 |
| Credit Suisse (Hong Kong) Limited 瑞士信貸(香港)有限公司 |
Rep | Type 2 - Dealing in futures contracts | 2013-10-17 | 2017-11-09 |
Worked alongside
The 18 closest colleagues, strongest tie first — individuals licensed at the same firm as Zheyuan Liu 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.