| 机构 | 角色 | 受规管活动 | 开始日期 | 结束日期 |
|---|---|---|---|---|
| ALTRUIST FINANCIAL GROUP LIMITED | Rep | 证券交易 | 2013-02-27 | 2015-04-30 |
| iBest Consultants Limited | Rep | 提供资产管理 | 2006-03-15 | 2010-03-01 |
| Rep | 就证券提供意见 | 2006-03-03 | 2010-03-01 | |
| Sun Life Financial Asia Services Limited | Rep | 就证券提供意见 | 2005-02-24 | 2006-02-16 |
| CASH Wealth Management Limited | Rep | 就证券提供意见 | 2003-05-30 | 2004-12-28 |
| Rep | 提供资产管理 | 2003-05-30 | 2004-12-28 |