來自現有機構資料，並非新採集的證監會聯絡記錄。
| 以往英文名稱 | 以往中文名稱 | 更改日期 |
|---|---|---|
| FINANCIAL PARTNERS LIMITED | - | 2010-07-08 |
| FINANCIAL PARTNERS INTERNATIONAL LIMITED | - | 2007-09-10 |
| MONDIAL (HONG KONG) LIMITED | - | 2004-06-04 |
| MONDEXPAT (HONG KONG) LIMITED | - | 1999-06-16 |
| PIANA PACIFIC LIMITED | - | 1992-05-14 |
| Financial Partners Limited | 泛柏資產管理有限公司 | 2020-10-30 |
| MONDEXPAT (HONG KONG) LIMITED | - | 1999-06-15 |