| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| JQ Investments (HK) Limited | RO | Advising on securities | 2026-06-02 | - |
| RO | Asset management | 2026-06-02 | - | |
| RO | Dealing in securities | 2026-06-02 | - | |
| Rep | Advising on securities | 2026-04-27 | 2026-06-02 | |
| Rep | Dealing in securities | 2026-04-27 | 2026-06-02 | |
| Zhongrong International Capital Management Limited | RO | Advising on securities | 2025-02-07 | 2025-07-31 |
| RO | Asset management | 2025-02-07 | 2025-07-31 | |
| ZHONGRONG PT SECURITIES LIMITED | RO | Advising on securities | 2025-02-07 | 2026-03-12 |
| RO | Dealing in securities | 2025-02-07 | 2026-03-12 | |
| VS PARTNERS (HONG KONG) CO., LIMITED | RO | Advising on securities | 2024-05-21 | 2024-12-25 |
| RO | Asset management | 2024-05-21 | 2024-12-25 | |
| Rep | Advising on securities | 2024-04-15 | 2024-05-21 | |
| Rep | Asset management | 2024-04-15 | 2024-05-21 | |
| Vered Asset Management Limited | Rep | Advising on securities | 2020-11-09 | 2021-02-22 |
| Rep | Asset management | 2020-11-09 | 2021-02-22 | |
| China Vered Asset Management (Hong Kong) Limited | RO | Advising on securities | 2020-10-27 | 2023-11-20 |
| RO | Asset management | 2020-10-27 | 2023-11-20 | |
| Rep | Advising on securities | 2020-09-07 | 2020-10-27 | |
| Rep | Asset management | 2020-09-07 | 2020-10-27 | |
| CMB WING LUNG ASSET MANAGEMENT LIMITED | RO | Asset management | 2020-07-07 | 2020-08-17 |
| RO | Advising on securities | 2019-08-27 | 2020-08-17 | |
| Rep | Advising on securities | 2018-08-16 | 2019-08-27 | |
| Rep | Asset management | 2018-08-16 | 2020-07-07 | |
| TOTAL INVEST GROUP ASSET MANAGEMENT (HONG KONG) LIMITED | Rep | Advising on securities | 2017-07-10 | 2018-07-03 |
| Rep | Asset management | 2017-07-10 | 2018-07-03 |
No HKMA registrations in the collected records.