| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| I Win Asset Management Limited | Rep | Advising on securities | 2026-01-28 | - |
| Rep | Asset management | 2026-01-28 | - | |
| I WIN SECURITIES LIMITED | Rep | Dealing in securities | 2026-01-28 | - |
| VP Wealth Management (Hong Kong) Limited | RO | Advising on securities | 2022-02-24 | 2025-07-24 |
| RO | Dealing in securities | 2022-02-24 | 2025-07-24 | |
| Rep | Advising on securities | 2021-12-01 | 2022-02-24 | |
| Rep | Dealing in securities | 2021-12-01 | 2022-02-24 | |
| Inheliance Asset Management Limited | RO | Advising on securities | 2020-01-24 | 2021-01-22 |
| Rep | Advising on securities | 2019-12-04 | 2020-01-24 | |
| Rep | Asset management | 2019-12-04 | 2020-03-16 | |
| CMB INTERNATIONAL FUTURES LIMITED | Rep | Dealing in futures contracts | 2018-06-01 | 2019-03-08 |
| CMB International Securities Limited | RO | Advising on securities | 2018-02-09 | 2019-03-08 |
| RO | Dealing in securities | 2018-02-09 | 2019-03-08 | |
| Rep | Advising on securities | 2017-10-30 | 2018-02-09 | |
| Rep | Dealing in securities | 2017-10-30 | 2018-02-09 |
No HKMA registrations in the collected records.