| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Wolver Hill Asset Management Asia Limited | Rep | Asset management | 2025-01-24 | - |
| BOCHK Asset Management Limited | Rep | Advising on securities | 2018-01-25 | 2024-05-17 |
| Rep | Asset management | 2018-01-25 | 2024-05-17 | |
| Rep | Dealing in securities | 2018-01-25 | 2024-05-17 | |
| CTI Capital Hong Kong Limited | RO | Advising on securities | 2015-01-26 | 2015-11-16 |
| RO | Asset management | 2015-01-26 | 2015-11-16 | |
| CTI Capital Management Limited (HK) | RO | Advising on securities | 2013-03-19 | 2015-02-06 |
| RO | Asset management | 2013-03-19 | 2015-02-06 | |
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2007-06-28 | 2012-12-01 |
| KINGSWAY FINANCIAL SERVICES GROUP LIMITED | Rep | Advising on securities | 2007-06-04 | 2007-06-04 |
| Quam Securities Limited | Rep | Advising on securities | 2006-12-11 | 2007-05-23 |
| Rep | Dealing in securities | 2006-09-06 | 2007-05-23 | |
| PLATINUM BROKING COMPANY LIMITED | Rep | Dealing in securities | 2005-03-30 | 2006-07-21 |
No HKMA registrations in the collected records.