| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CENTALINE SECURITIES LIMITED | Rep | Dealing in securities | 2012-02-28 | - |
| CENTALINE WEALTH MANAGEMENT LIMITED | Rep | Dealing in securities | 2010-06-11 | 2026-04-09 |
| Rep | Advising on securities | 2005-02-22 | 2026-04-09 | |
| CASH Wealth Management Limited | Rep | Advising on securities | 2004-11-30 | 2005-02-07 |
| PRINCIPAL GLOBAL INVESTORS (ASIA) LIMITED | Rep | Advising on corporate finance | 2003-04-01 | 2004-05-24 |
| Rep | Advising on securities | 2003-04-01 | 2004-05-24 | |
| Rep | Asset management | 2003-04-01 | 2004-05-24 | |
| Rep | Dealing in securities | 2003-04-01 | 2004-05-24 |
No HKMA registrations in the collected records.