| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| MCG Management Limited | RO | Advising on futures contracts | 2026-02-16 | - |
| RO | Advising on securities | 2026-02-16 | - | |
| RO | Asset management | 2026-02-16 | - | |
| EXCEL INVESTMENT (HK) LIMITED | RO | Asset management | 2022-02-16 | 2024-07-04 |
| Rep | Asset management | 2021-12-17 | 2022-02-16 | |
| Lakeville Capital Management Limited | RO | Asset management | 2020-03-18 | 2021-09-30 |
| Rep | Asset management | 2020-01-20 | 2020-03-18 |
No HKMA registrations in the collected records.