| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Redient Capital HK Limited | RO | Advising on securities | 2025-03-17 | - |
| RO | Asset management | 2025-03-17 | - | |
| Rep | Advising on securities | 2025-02-13 | 2025-03-17 | |
| Rep | Asset management | 2025-02-13 | 2025-03-17 | |
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | Rep | Advising on securities | 2023-10-27 | 2024-09-30 |
| Rep | Asset management | 2023-10-27 | 2024-09-30 | |
| Eurizon Capital Asia Limited | Rep | Advising on securities | 2022-07-25 | 2023-08-09 |
| Rep | Asset management | 2022-07-25 | 2023-08-09 | |
| Redient Capital HK Limited | RO | Advising on securities | 2020-05-21 | 2021-07-31 |
| RO | Asset management | 2020-05-21 | 2021-07-31 |
No HKMA registrations in the collected records.