| 機構 | 角色 | 受規管活動 | 開始日期 | 結束日期 |
|---|---|---|---|---|
| ATHENA WEALTH MANAGEMENT LIMITED | Rep | 證券交易 | 2015-02-27 | 2020-12-16 |
| OnePlatform Asset Management Limited | Rep | 證券交易 | 2012-08-22 | 2014-12-22 |
| iBest Consultants Limited | Rep | 就證券提供意見 | 2010-05-12 | 2012-03-31 |
| Rep | 證券交易 | 2010-05-12 | 2012-03-31 | |
| AIA WEALTH MANAGEMENT COMPANY LIMITED | Rep | 就證券提供意見 | 2004-06-15 | 2009-06-11 |