| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Basis Asset Management Limited | Rep | Advising on securities | 2025-11-26 | - |
| Rep | Asset management | 2025-11-26 | - | |
| Dynasty Alliance Investment Management Limited | Rep | Advising on securities | 2025-05-13 | 2025-11-11 |
| Rep | Asset management | 2025-05-13 | 2025-11-11 | |
| AIA WEALTH MANAGEMENT COMPANY LIMITED | Rep | Advising on securities | 2005-01-14 | 2009-07-24 |
No HKMA registrations in the collected records.