| WRise Prestige Asset Management Limited | Rep | Advising on securities | 2026-04-24 | - |
| WRise Prestige Securities Limited | Rep | Dealing in securities | 2026-04-24 | - |
| iFAST Financial (HK) Limited | Rep | Dealing in securities | 2019-06-03 | 2020-02-12 |
| iFAST Global Markets (HK) Limited | Rep | Dealing in securities | 2019-06-03 | 2025-08-31 |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2019-06-03 | 2021-04-30 |
| iFAST Financial (HK) Limited | Rep | Advising on securities | 2019-05-28 | 2020-02-12 |
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2019-05-28 | 2025-08-31 |
| Rep | Asset management | 2019-05-28 | 2025-08-31 |
| Rui Asset Management Company Limited | Rep | Advising on securities | 2018-10-24 | 2019-05-03 |
| Rep | Asset management | 2018-10-24 | 2019-05-03 |
| ASSET MANAGEMENT GROUP LIMITED | Rep | Asset management | 2018-04-26 | 2018-08-15 |
| Rep | Advising on securities | 2016-05-06 | 2018-08-15 |
| Rep | Dealing in securities | 2016-05-06 | 2018-08-15 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2011-10-20 | 2016-02-13 |
| iBest Consultants Limited | Rep | Dealing in securities | 2010-01-05 | 2010-10-29 |
| Rep | Advising on securities | 2009-12-10 | 2010-10-29 |
| MIDLAND WEALTH MANAGEMENT LIMITED | Rep | Advising on securities | 2008-10-06 | 2009-11-11 |