| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iCapital Hong Kong Limited | Rep | Advising on securities | 2026-01-02 | - |
| Rep | Dealing in securities | 2026-01-02 | - | |
| UBS Asset Management (Hong Kong) Limited | RO | Advising on securities | 2024-11-18 | 2025-12-05 |
| RO | Dealing in securities | 2024-11-18 | 2025-12-05 | |
| Rep | Advising on securities | 2016-09-14 | 2024-11-18 | |
| Rep | Dealing in securities | 2016-09-14 | 2024-11-18 | |
| VALUE PARTNERS HONG KONG LIMITED | Rep | Advising on securities | 2014-05-27 | 2016-08-25 |
| Rep | Asset management | 2014-05-27 | 2016-08-25 | |
| Rep | Dealing in securities | 2014-05-27 | 2016-08-25 | |
| VALUE PARTNERS LIMITED | Rep | Advising on securities | 2014-05-27 | 2016-08-25 |
| Rep | Asset management | 2014-05-27 | 2016-08-25 | |
| Rep | Dealing in securities | 2014-05-27 | 2016-08-25 | |
| JPMorgan Asset Management (Asia Pacific) Limited | Rep | Advising on securities | 2013-02-14 | 2014-05-15 |
| Rep | Asset management | 2013-02-14 | 2014-05-15 | |
| JPMorgan Funds (Asia) Limited | Rep | Advising on securities | 2013-02-14 | 2014-05-15 |
| Rep | Asset management | 2013-02-14 | 2014-05-15 | |
| Rep | Dealing in securities | 2010-08-11 | 2014-05-15 |
No HKMA registrations in the collected records.