| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Financial (HK) Limited | Rep | Advising on securities | 2019-01-16 | 2020-02-12 |
| Rep | Asset management | 2019-01-16 | 2020-02-12 | |
| Rep | Dealing in securities | 2019-01-16 | 2020-02-12 | |
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2019-01-16 | - |
| Rep | Asset management | 2019-01-16 | - | |
| Rep | Dealing in securities | 2019-01-16 | - | |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2019-01-16 | 2021-04-30 |
| iBest Consultants Limited | RO | Advising on securities | 2016-05-09 | 2018-12-31 |
| RO | Dealing in securities | 2016-05-09 | 2018-12-31 | |
| RO | Asset management | 2015-09-09 | 2018-12-31 | |
| HAITONG INTERNATIONAL SECURITIES COMPANY LIMITED | Rep | Advising on securities | 2015-03-18 | 2018-12-31 |
| Rep | Dealing in securities | 2015-03-18 | 2018-12-31 | |
| iBest Consultants Limited | Rep | Dealing in securities | 2009-01-23 | 2016-05-09 |
| Rep | Asset management | 2005-09-16 | 2015-09-09 | |
| Rep | Advising on securities | 2005-09-16 | 2016-05-09 | |
| MBA BERKELEY BURKE PORTFOLIO SERVICES LIMITED | Rep | Advising on securities | 2003-04-25 | 2005-09-09 |
| Rep | Asset management | 2003-04-25 | 2005-09-09 |
No HKMA registrations in the collected records.