| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Forshine Asset Management Limited | RO | Advising on securities | 2025-05-16 | - |
| RO | Asset management | 2024-09-11 | - | |
| China Sunrise Asset Management Limited | RO | Asset management | 2022-10-14 | 2023-11-21 |
| GREAT BAY SECURITIES LIMITED | RO | Asset management | 2018-09-13 | 2019-06-30 |
| BD Consultraining Limited | RO | Asset management | 2017-03-21 | 2018-07-19 |
| BIN YUAN CAPITAL LIMITED | RO | Asset management | 2012-12-21 | 2014-12-04 |
| CHINA EAGLE ASSET MANAGEMENT LIMITED | RO | Asset management | 2011-07-20 | 2012-12-13 |
| Rep | Asset management | 2010-12-01 | 2011-07-20 | |
| Platinum Asset Management (Asia) Limited | RO | Asset management | 2008-06-04 | 2010-09-29 |
| YUEXING SECURITIES COMPANY LIMITED | Rep | Dealing in securities | 2007-06-27 | 2008-05-26 |
| ABCI Securities Company Limited | Rep | Dealing in securities | 2007-05-08 | 2007-06-14 |
No HKMA registrations in the collected records.