| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Grey Investment Limited | Rep | Advising on securities | 2025-03-31 | - |
| Rep | Asset management | 2025-03-31 | - | |
| Aspenwood Capital Limited | Rep | Advising on securities | 2023-03-27 | 2024-05-31 |
| Rep | Asset management | 2023-03-27 | 2024-05-31 | |
| Grey Investment Limited | Rep | Asset management | 2014-01-02 | 2015-06-30 |
| Yuanta Securities (Hong Kong) Company Limited | Rep | Advising on securities | 2012-06-20 | 2013-08-09 |
| Rep | Dealing in futures contracts | 2012-06-20 | 2013-08-09 | |
| Rep | Dealing in securities | 2012-06-20 | 2013-08-09 | |
| Yuanta Asia Investment (Hong Kong) Limited | Rep | Advising on securities | 2010-01-12 | 2013-08-09 |
| Rep | Dealing in futures contracts | 2010-01-12 | 2013-08-09 | |
| Rep | Dealing in securities | 2010-01-12 | 2013-08-09 | |
| CHINA EVERBRIGHT FOREX & FUTURES (HK) LIMITED | Rep | Dealing in futures contracts | 2008-10-13 | 2009-12-25 |
| CHINA EVERBRIGHT SECURITIES (HK) LIMITED | Rep | Advising on securities | 2008-02-05 | 2009-12-25 |
| Rep | Dealing in securities | 2008-02-05 | 2009-12-25 |
No HKMA registrations in the collected records.