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XU Yuan

徐源
CE BTW025Licensed IndividualSFO licence active
Official SFC record

XU Yuan (CE number BTW025) is an individual licensed by the Hong Kong SFC. First licensed on 2023-06-26. Their SFC licence is currently active. Accredited for regulated activities Type 1 (Securities dealing), Type 4 (Advising on securities), Type 9 (Asset management).

Regulated Activities (on record) (3)

RA 1 Dealing in Securities
RA 4 Advising on Securities
RA 9 Asset Management

Roles & Accreditations (1)

CapacityCompany / Institution
RepresentativeOptimas Capital Limited
中庸資本有限公司

Licence Record (2)

2025-07-15 – present Current
Optimas Capital Limited Rep
RA 9
2023-06-26 – 2025-06-22
China Asset Management (Hong Kong) Limited Rep
RA 1 RA 4 RA 9

Source: SFC, HKMA and other public regulatory records · Unofficial — this site is NOT the SFC, for reference only
Official record：apps.sfc.hk publicregWeb · JSON API：/api/indi/BTW025