| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| MicroBit Capital Management Limited | RO | Dealing in securities | 2025-07-18 | - |
| RO | Advising on securities | 2024-04-30 | - | |
| RO | Asset management | 2024-04-30 | - | |
| ROC Capital Management Limited | RO | Asset management | 2023-07-26 | 2024-04-08 |
| Kaisa Asset Management Limited | RO | Advising on securities | 2021-03-05 | 2022-08-31 |
| RO | Asset management | 2021-03-05 | 2022-08-31 | |
| Kaisa Financial Group Company Limited | RO | Dealing in securities | 2021-03-05 | 2022-08-31 |
| Rep | Dealing in securities | 2018-06-01 | 2021-03-05 | |
| Kaisa Asset Management Limited | Rep | Advising on securities | 2017-11-08 | 2021-03-05 |
| Rep | Asset management | 2017-11-08 | 2021-03-05 | |
| ICEA SECURITIES ASIA LIMITED | Rep | Advising on securities | 2008-01-24 | 2009-02-02 |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2006-06-02 | 2007-12-28 |
No HKMA registrations in the collected records.