| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| GOLDLINK ASSET MANAGEMENT (ASIA) LIMITED | RO | Advising on securities | 2026-03-25 | - |
| RO | Asset management | 2026-03-25 | - | |
| House of Champions (HK) Limited | RO | Advising on securities | 2024-08-26 | 2026-02-21 |
| RO | Asset management | 2024-08-26 | 2026-02-21 | |
| Rep | Advising on securities | 2024-08-09 | 2024-08-26 | |
| Rep | Asset management | 2024-08-09 | 2024-08-26 | |
| CAITONG INTERNATIONAL SECURITIES CO., LIMITED | RO | Advising on securities | 2022-08-18 | 2024-08-01 |
| Caitong International Asset Management Co., Limited | RO | Dealing in securities | 2022-06-17 | 2024-08-01 |
| RO | Advising on securities | 2021-06-01 | 2024-08-01 | |
| RO | Asset management | 2021-06-01 | 2024-08-01 | |
| Hermitage Capital HK Limited | RO | Advising on securities | 2018-03-28 | 2021-01-05 |
| RO | Asset management | 2018-03-28 | 2021-01-05 | |
| Phecda Capital Management Limited | RO | Asset management | 2016-08-05 | 2017-04-13 |
| MAUNAKAI CAPITAL PARTNERS (HONG KONG) LIMITED | Rep | Advising on securities | 2013-07-02 | 2016-08-01 |
| Rep | Asset management | 2013-07-02 | 2016-08-01 |
No HKMA registrations in the collected records.