| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | Rep | Advising on securities | 2026-04-20 | - |
| Rep | Dealing in securities | 2026-04-20 | - | |
| AIA WEALTH MANAGEMENT COMPANY LIMITED | Rep | Advising on securities | 2005-04-07 | 2009-04-16 |
| Rep | Advising on corporate finance | 2003-04-01 | 2003-05-01 | |
| Rep | Advising on securities | 2003-04-01 | 2003-05-01 | |
| Rep | Asset management | 2003-04-01 | 2003-05-01 | |
| Rep | Dealing in securities | 2003-04-01 | 2003-05-01 |
No HKMA registrations in the collected records.