| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Yan Yun Family Office (HK) Limited | Rep | Advising on securities | 2026-06-22 | - |
| Rep | Asset management | 2026-06-22 | - | |
| BlackWing Asset Management Co., Limited | RO | Asset management | 2025-03-24 | 2026-05-23 |
| RO | Dealing in securities | 2025-03-24 | 2026-05-23 | |
| PERPETUUM WEALTH MANAGEMENT LIMITED | RO | Advising on securities | 2024-06-18 | 2025-02-28 |
| RO | Asset management | 2024-06-18 | 2025-02-28 | |
| BOWEN CAPITAL (HK) LIMITED | RO | Advising on securities | 2023-01-06 | 2023-09-07 |
| RO | Asset management | 2023-01-06 | 2023-09-07 | |
| PERPETUUM WEALTH MANAGEMENT LIMITED | RO | Advising on securities | 2020-10-06 | 2022-06-16 |
| RO | Asset management | 2020-10-06 | 2022-06-16 | |
| RELIANCE INTERNATIONAL FINANCIAL PLANNERS LIMITED | RO | Advising on securities | 2019-08-09 | 2020-09-01 |
| RO | Asset management | 2019-08-09 | 2020-09-01 | |
| RO | Dealing in securities | 2019-08-09 | 2020-09-01 | |
| Rep | Asset management | 2019-07-09 | 2019-08-09 | |
| Step Capital Management (HK) Limited | RO | Asset management | 2018-09-06 | 2019-06-30 |
| JK Capital Management Limited | RO | Advising on securities | 2010-05-20 | 2017-11-24 |
| RO | Asset management | 2010-05-20 | 2017-11-24 | |
| Rep | Advising on securities | 2005-10-27 | 2010-05-20 | |
| Rep | Asset management | 2005-10-27 | 2010-05-20 | |
| Rep | Advising on corporate finance | 2005-10-27 | 2017-11-24 | |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2004-08-04 | 2004-10-07 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2004-08-04 | 2004-10-07 |
No HKMA registrations in the collected records.