| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | Rep | Advising on securities | 2026-07-13 | - |
| Rep | Dealing in securities | 2026-07-13 | - | |
| CASH Wealth Management Limited | Rep | Advising on securities | 2025-11-24 | 2025-12-12 |
No HKMA registrations in the collected records.