来自现有机构资料，并非新采集的证监会联系记录。
| 以往英文名称 | 以往中文名称 | 更改日期 |
|---|---|---|
| Butterfield Private Office (HK) Limited | 百特菲私人辦公室(香港)有限公司 | 2010-09-13 |
| BENTLEY REID & CO (PACIFIC) LIMITED | 百德利私人財務顧問有限公司 | 2008-11-03 |
| BENTLEY REID & THOMAS (HK) LIMITED | 百利唐理財投資顧問有限公司 | 1995-09-05 |
| BENTLEY REID & THOMAS (HK) LIMITED | 百德利唐明泰理財投資顧問有限公司 | 1994-04-19 |
| BENTLEY REID & THOMAS (HK) LIMITED | 百德利私人財務顧問有限公司 | 1994-03-03 |
| BENTLEY REID & CO. (PACIFIC) LIMITED | 百德利私人財務顧問有限公司 | 1994-01-11 |
| BENTLEY REID & CO. (PACIFIC) LIMITED | - | 1990-06-26 |
| MATHESON FINANCIAL PLANNING (EAST) LIMITED | - | 1989-09-14 |
| EXPATRIATE ADVISORY SERVICE LIMITED | - | 1987-12-11 |
| BOOTHRAM LIMITED | - | 1982-10-15 |
| BUTTERFIELD PRIVATE OFFICE (HK) LIMITED | - | 2010-09-12 |
| BENTLEY REID & CO (PACIFIC) LIMITED | - | 2008-11-02 |
| BOOTHRAM LIMITED | - | 1982-06-04 |