| 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) | RO | 證券交易 | 2025-10-17 | - |
| RO | 就證券提供意見 | 2025-06-23 | - | |
| Manulife Investment Management (Hong Kong) Limited | RO | 就證券提供意見 | 2021-06-15 | 2024-10-28 |
| RO | 證券交易 | 2016-06-24 | 2024-10-28 | |
| Rep | 證券交易 | 2016-05-24 | 2016-06-24 |