| 機構 | 角色 | 受規管活動 | 開始日期 | 結束日期 |
|---|---|---|---|---|
| FWD Financial Planning Limited (HK) | Rep | 就證券提供意見 | 2023-01-12 | 2026-06-14 |
| Rep | 證券交易 | 2023-01-12 | 2026-06-14 | |
| BOCI-PRUDENTIAL ASSET MANAGEMENT LIMITED | Rep | 證券交易 | 2009-04-17 | 2012-03-31 |
| Rep | 就證券提供意見 | 2009-03-24 | 2021-11-21 | |
| AIA WEALTH MANAGEMENT COMPANY LIMITED | Rep | 就證券提供意見 | 2004-08-04 | 2009-01-01 |
| THE PRUDENTIAL ASSURANCE COMPANY LIMITED | Rep | 就機構融資提供意見 | - | 2004-05-21 |
| Rep | 就證券提供意見 | - | 2004-05-21 | |
| Rep | 提供資產管理 | - | 2004-05-21 |