| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Sunshine Asset Management (HK) Limited | Rep | Advising on securities | 2025-11-10 | - |
| Rep | Asset management | 2025-11-10 | - | |
| CITIC Securities Asset Management (HK) Limited | Rep | Advising on securities | 2021-12-06 | 2025-08-01 |
| Rep | Asset management | 2021-12-06 | 2025-08-01 | |
| BOCHK Asset Management Limited | Rep | Advising on securities | 2018-03-08 | 2021-11-26 |
| Rep | Asset management | 2018-03-08 | 2021-11-26 | |
| Rep | Dealing in securities | 2018-03-08 | 2021-11-26 | |
| CITIC Securities Asset Management (HK) Limited | Rep | Advising on securities | 2015-04-15 | 2016-09-01 |
| Rep | Asset management | 2015-04-15 | 2016-09-01 | |
| Rep | Dealing in securities | 2015-04-15 | 2016-09-01 | |
| CITIC Securities Brokerage (HK) Limited | Rep | Dealing in securities | 2014-10-06 | 2015-04-15 |
No HKMA registrations in the collected records.