| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SINO FINANCIAL ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2026-10-22 | - |
| RO | Asset management | 2026-10-22 | - | |
| Rep | Advising on securities | 2026-08-31 | 2026-10-22 | |
| Rep | Asset management | 2026-08-31 | 2026-10-22 | |
| Bluemount Asset Management Limited | RO | Asset management | 2024-09-04 | 2026-07-14 |
| Bluemount Securities Limited | RO | Advising on securities | 2024-09-04 | 2026-07-14 |
| RO | Dealing in securities | 2024-09-04 | 2026-07-14 | |
| Bluemount Asset Management Limited | Rep | Asset management | 2024-08-08 | 2024-09-04 |
| Bluemount Securities Limited | Rep | Advising on securities | 2024-08-08 | 2024-09-04 |
| Rep | Dealing in securities | 2024-08-08 | 2024-09-04 | |
| Boill Fund Management (HK) Co., Limited | RO | Advising on securities | 2022-12-16 | 2024-03-01 |
| RO | Asset management | 2022-12-16 | 2024-03-01 | |
| Rep | Advising on securities | 2022-12-12 | 2022-12-16 | |
| Rep | Asset management | 2022-12-12 | 2022-12-16 | |
| SINOPAC SECURITIES (ASIA) LIMITED | Rep | Asset management | 2021-02-25 | 2022-12-02 |
| Rep | Dealing in futures contracts | 2018-09-14 | 2022-12-02 | |
| Rep | Dealing in securities | 2017-04-11 | 2022-12-02 | |
| CENTALINE WEALTH MANAGEMENT LIMITED | Rep | Advising on securities | 2012-10-03 | 2017-03-28 |
| Rep | Dealing in securities | 2012-10-03 | 2017-03-28 | |
| Channel 8 Wealth Management Limited | Rep | Advising on securities | 2010-03-19 | 2012-04-01 |
| Arta Asset Management Limited | Rep | Advising on securities | 2009-04-06 | 2010-02-08 |
| CASH Wealth Management Limited | Rep | Advising on securities | 2008-01-24 | 2009-02-28 |
No HKMA registrations in the collected records.