| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | Rep | Advising on securities | 2025-12-09 | - |
| Rep | Dealing in securities | 2025-12-09 | - | |
| SOUTHWEST SECURITIES (HK) BROKERAGE LIMITED | Rep | Advising on securities | 2014-05-15 | 2016-12-30 |
| Rep | Dealing in securities | 2014-05-15 | 2016-12-30 | |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2012-12-24 | 2014-04-19 |
| Rep | Dealing in securities | 2011-04-12 | 2014-04-19 |
No HKMA registrations in the collected records.