| 機構 | 角色 | 受規管活動 | 開始日期 | 結束日期 |
|---|---|---|---|---|
| CMS ASSET MANAGEMENT (HK) CO., LIMITED | Rep | 就證券提供意見 | 2026-08-12 | - |
| Rep | 提供資產管理 | 2026-08-12 | - | |
| Rep | 證券交易 | 2026-08-12 | - | |
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | Rep | 就證券提供意見 | 2025-04-07 | 2026-07-21 |
| RO | 提供資產管理 | 2025-04-07 | 2026-07-21 | |
| Pacific Crest Partners Limited | RO | 提供資產管理 | 2022-11-21 | 2023-12-22 |
| Rep | 提供資產管理 | 2022-09-05 | 2022-11-21 | |
| ExodusPoint Capital Management Hong Kong, Limited | Rep | 提供資產管理 | 2021-01-27 | 2022-04-13 |
| China Re Asset Management (Hong Kong) Company Limited | Rep | 就證券提供意見 | 2015-11-16 | 2021-01-09 |
| Rep | 提供資產管理 | 2015-11-16 | 2021-01-09 |
已採集記錄中暫無金管局登記。