| 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 | 2025-04-17 | - |
| Rep | 證券交易 | 2025-04-17 | - | |
| Rep | 就證券提供意見 | 2015-12-09 | 2022-12-30 | |
| Rep | 證券交易 | 2015-12-09 | 2022-12-30 | |
| OnePlatform Asset Management Limited | Rep | 證券交易 | 2010-06-10 | 2015-08-12 |
| Rep | 就證券提供意見 | 2009-05-07 | 2010-06-10 |