| 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 | 2025-12-09 | - |
| Rep | 證券交易 | 2025-12-09 | - | |
| SOUTHWEST SECURITIES (HK) BROKERAGE LIMITED | Rep | 就證券提供意見 | 2014-05-15 | 2016-12-30 |
| Rep | 證券交易 | 2014-05-15 | 2016-12-30 | |
| Everbright Securities Investment Services (HK) Limited | Rep | 就證券提供意見 | 2012-12-24 | 2014-04-19 |
| Rep | 證券交易 | 2011-04-12 | 2014-04-19 |
已採集記錄中暫無金管局登記。