| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| China Harbour International Securities Limited | RO | Dealing in securities | 2024-03-04 | - |
| China Harbour International Asset Management Limited | RO | Advising on securities | 2023-06-27 | - |
| RO | Asset management | 2023-06-27 | - | |
| Rep | Advising on securities | 2023-06-09 | 2023-06-27 | |
| Rep | Asset management | 2023-06-09 | 2023-06-27 | |
| Lucion International Asset Management Limited | RO | Advising on securities | 2022-11-25 | 2023-03-25 |
| RO | Asset management | 2022-11-25 | 2023-03-25 | |
| ZHONGTAI INTERNATIONAL ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2018-07-09 | 2021-11-21 |
| RO | Asset management | 2017-06-29 | 2021-11-21 | |
| Rep | Advising on securities | 2015-10-14 | 2018-07-09 | |
| Rep | Asset management | 2014-06-24 | 2017-06-29 |
No HKMA registrations in the collected records.