| 機構 | 角色 | 受規管活動 | 開始日期 | 結束日期 |
|---|---|---|---|---|
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | Rep | 就證券提供意見 | 2026-03-13 | - |
| Rep | 證券交易 | 2026-03-13 | - | |
| Prominence Investment Management Limited | Rep | 就證券提供意見 | 2021-12-01 | 2023-09-14 |
| Rep | 提供資產管理 | 2021-11-09 | 2023-09-14 | |
| Meyer Capital Group Limited | Rep | 提供資產管理 | 2021-01-14 | 2021-09-30 |
| Xen Capital (HK) Limited | Rep | 就證券提供意見 | 2020-10-07 | 2020-12-30 |
| Rep | 提供資產管理 | 2020-10-07 | 2020-12-30 |
已採集記錄中暫無金管局登記。