| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Towers Watson Investment Services Hong Kong Limited | Rep | Advising on securities | 2026-10-07 | - |
| Rep | Asset management | 2026-10-07 | - | |
| Rep | Dealing in securities | 2026-10-07 | - | |
| China Asset Management (Hong Kong) Limited | Rep | Advising on securities | 2025-12-23 | 2026-04-29 |
| Rep | Asset management | 2025-12-23 | 2026-04-29 | |
| Rep | Dealing in securities | 2025-12-23 | 2026-04-29 | |
| Premia Partners Company Limited | Rep | Advising on securities | 2018-02-27 | 2025-09-18 |
| Rep | Dealing in securities | 2018-02-27 | 2025-09-18 | |
| GAM HONG KONG LIMITED | Rep | Advising on securities | 2016-04-07 | 2017-11-13 |
| Rep | Dealing in securities | 2016-04-07 | 2017-11-13 | |
| China Asset Management (Hong Kong) Limited | Rep | Advising on securities | 2010-11-02 | 2016-03-30 |
| Rep | Asset management | 2010-11-02 | 2016-03-30 | |
| KGI ASIA LIMITED | Rep | Advising on securities | 2010-03-04 | 2010-10-14 |
| Rep | Dealing in securities | 2010-03-04 | 2010-10-14 | |
| AISANCE ASSET MANAGEMENT LIMITED | Rep | Asset management | 2010-01-18 | 2010-10-14 |
| KGI WEALTH MANAGEMENT LIMITED | Rep | Asset management | 2008-09-30 | 2010-04-01 |
| Rakuten Securities Hong Kong Limited | Rep | Leveraged foreign exchange trading | 2004-12-29 | 2006-09-18 |
No HKMA registrations in the collected records.