| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Asset Management (HK) Limited | RO | Dealing in securities | 2022-09-13 | - |
| RO | Advising on securities | 2021-07-28 | - | |
| RO | Asset management | 2021-07-28 | - | |
| Rep | Advising on securities | 2021-04-12 | 2021-07-28 | |
| Rep | Asset management | 2021-04-12 | 2021-07-28 | |
| Vision Capital Investment Management Limited | RO | Advising on securities | 2015-12-09 | 2021-03-22 |
| RO | Asset management | 2015-12-09 | 2021-03-22 | |
| RO | Dealing in securities | 2015-12-09 | 2021-03-22 | |
| Rep | Advising on securities | 2008-01-25 | 2015-12-09 | |
| Rep | Asset management | 2007-01-26 | 2015-12-09 | |
| Rep | Dealing in securities | 2007-01-26 | 2015-12-09 |
No HKMA registrations in the collected records.