| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Channel 8 Wealth Management Limited | RO | Advising on securities | 2016-12-05 | - |
| RO | Asset management | 2016-12-05 | - | |
| RO | Dealing in securities | 2016-12-05 | - | |
| FRONTIER CAPITAL MANAGEMENT LIMITED (HK) | RO | Advising on securities | 2014-01-27 | 2016-07-01 |
| RO | Asset management | 2014-01-27 | 2016-07-01 | |
| RO | Dealing in securities | 2014-01-27 | 2016-07-01 | |
| Rep | Advising on securities | 2014-01-08 | 2014-01-27 | |
| Rep | Asset management | 2014-01-08 | 2014-01-27 | |
| Rep | Dealing in securities | 2014-01-08 | 2014-01-27 | |
| Channel 8 Wealth Management Limited | RO | Advising on securities | 2010-01-27 | 2013-12-31 |
| RO | Asset management | 2010-01-27 | 2013-12-31 | |
| RO | Dealing in securities | 2010-01-27 | 2013-12-31 | |
| CASH Wealth Management Limited | Rep | Asset management | 2006-04-28 | 2008-12-04 |
| RO | Advising on securities | 2004-01-13 | 2008-12-04 |
No HKMA registrations in the collected records.