Kwok Wai Poon
潘國偉
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Kwok Wai Poon (潘國偉), a licensed Representative with CE reference BVX531. Currently licensed at 1 firm(s): WealthTac Global Asset Management Limited. Active regulated activities: Type 4 - Advising on securities; Type 9 - Asset management. This person has 0.1 years of SFC licence history. Total licence records on file: 2.
Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| WealthTac Global Asset Management Limited 富達環球資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2026-09-11 | present |
| WealthTac Global Asset Management Limited 富達環球資產管理有限公司 |
Rep | Type 9 - Asset management | 2026-09-11 | present |
Worked alongside
The 9 closest colleagues, strongest tie first — individuals licensed at the same firm as Kwok Wai Poon 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.
| Name | Shared firm | Overlap |
|---|---|---|
| Chun Yip Chan | WealthTac Global Asset Management Limited | 2026–present |
| Tuen Mui Lau | WealthTac Global Asset Management Limited | 2026–present |
| Michael Chen Tsuan Wong | WealthTac Global Asset Management Limited | 2026–present |
| Kam Wai Cheung | WealthTac Global Asset Management Limited | 2026–present |
| Nicholas John Donaldson | WealthTac Global Asset Management Limited | 2026–present |
| Vic Yung Yee Li | WealthTac Global Asset Management Limited | 2026–present |
| Ngai Man Mak | WealthTac Global Asset Management Limited | 2026–present |
| Yim Sheung Shung | WealthTac Global Asset Management Limited | 2026–present |
| Ho Yin Chung | WealthTac Global Asset Management Limited | 2026–present |