| 机构 | 角色 | 受规管活动 | 开始日期 | 结束日期 |
|---|---|---|---|---|
| BMP WEALTH LIMITED | Rep | 就证券提供意见 | 2025-01-07 | - |
| Rep | 提供资产管理 | 2025-01-07 | - | |
| CBH Asia Limited | Rep | 就证券提供意见 | 2015-07-17 | 2024-12-02 |
| Rep | 提供资产管理 | 2015-07-17 | 2024-12-02 | |
| Rep | 证券交易 | 2015-07-17 | 2024-12-02 | |
| FWD Financial Planning Limited (HK) | Rep | 证券交易 | 2011-04-08 | 2015-07-03 |
| Rep | 就证券提供意见 | 2009-10-14 | 2015-07-03 | |
| WEALTH MANAGEMENT GROUP LIMITED | Rep | 提供资产管理 | 2007-03-15 | 2009-09-21 |