| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| ROYAL MORGAN FUND MANAGEMENT CO. LIMITED | RO | Advising on securities | 2025-01-23 | - |
| RO | Asset management | 2025-01-23 | - | |
| RO | Dealing in securities | 2025-01-23 | - | |
| Rep | Advising on securities | 2024-12-03 | 2025-01-23 | |
| Rep | Asset management | 2024-12-03 | 2025-01-23 | |
| Zynergy Asset Management Limited | RO | Advising on securities | 2021-09-14 | 2024-07-31 |
| RO | Asset management | 2021-09-14 | 2024-07-31 | |
| Rep | Advising on securities | 2021-07-20 | 2021-09-14 | |
| Rep | Asset management | 2021-07-20 | 2021-09-14 | |
| VALUABLE ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2020-01-03 | 2021-06-17 |
| RO | Asset management | 2020-01-03 | 2021-06-17 | |
| Rep | Advising on securities | 2019-09-26 | 2020-01-03 | |
| Rep | Asset management | 2019-09-26 | 2020-01-03 | |
| VALUABLE CAPITAL LIMITED | RO | Advising on securities | 2019-05-06 | 2019-09-16 |
| RO | Asset management | 2019-05-06 | 2019-09-16 | |
| MASON INVESTMENT MANAGEMENT LIMITED | Rep | Advising on securities | 2018-03-01 | 2019-03-31 |
| Rep | Asset management | 2018-03-01 | 2019-03-31 | |
| THOMAS GLOBAL FINANCIAL SERVICES LIMITED | Rep | Dealing in securities | 2018-03-01 | 2019-03-31 |
| BOCI RESEARCH LIMITED | Rep | Advising on securities | 2011-02-25 | 2014-03-01 |
No HKMA registrations in the collected records.