| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| FWD Financial Planning Limited (HK) | RO | Advising on securities | 2025-01-07 | - |
| RO | Dealing in securities | 2025-01-07 | - | |
| Rep | Advising on securities | 2024-08-12 | 2025-01-07 | |
| Rep | Dealing in securities | 2024-08-12 | 2025-01-07 | |
| Wealth Management Cube Limited | RO | Dealing in securities | 2022-02-17 | 2023-04-09 |
| Rep | Dealing in securities | 2017-07-26 | 2022-02-17 | |
| Superfund Financial (Hong Kong) Limited | Rep | Advising on securities | 2017-04-28 | 2017-05-02 |
| Rep | Dealing in securities | 2017-04-28 | 2017-05-02 | |
| iFAST Financial (HK) Limited | Rep | Advising on securities | 2016-06-17 | 2017-04-10 |
| Rep | Dealing in securities | 2016-06-17 | 2017-04-10 | |
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2016-06-17 | 2017-04-10 |
| Rep | Dealing in securities | 2016-06-17 | 2017-04-10 |
No HKMA registrations in the collected records.