Dale Zhang
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Dale Zhang, a licensed Responsible Officer with CE reference BOZ872. Currently licensed at 1 firm(s): Entrust Evergreen Partners Limited. Active regulated activities: Type 9 - Asset management. This person has 5.3 years of SFC licence history. Total licence records on file: 5.
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Entrust Evergreen Partners Limited | RO | Type 9 - Asset management | 2024-01-26 | present |
| TR Advisors Limited | Rep | Type 1 - Dealing in securities | 2022-08-08 | 2023-05-07 |
| TR Advisors Limited | Rep | Type 4 - Advising on securities | 2022-08-08 | 2023-05-07 |
| TR Advisors Limited | Rep | Type 9 - Asset management | 2021-08-05 | 2023-05-07 |
| Trikon Asset Management Limited | Rep | Type 9 - Asset management | 2019-11-11 | 2020-10-05 |
Worked alongside
The 19 closest colleagues, strongest tie first — individuals licensed at the same firm as Dale Zhang 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.