| Date | Company | Subject |
|---|---|---|
| 2015-05-29 | Rhoba | RHOBA - Portfolio Advising and Market Commentary |
| 2014-07-24 | Chubb Life Insurance Hong Kong Limited | |
| 2015-01-07 | Chubb Life Insurance Hong Kong Limited | |
| 2014-06-30 | YF Life Insurance Company Limited | |
| 2014-12-24 | Blue Insurance Limited (Aviva) | |
| 2014-09-19 | Blue Insurance Limited (Aviva) | |
| 2014-09-04 | AIA Co. (Bermuda) Ltd. (Brokerage Services) | |
| 2014-09-30 | Friends Provident International Ltd | |
| 2015-06-05 | Sun Life Financial (HK) Ltd | Sun life - Addendum to Allianz Funds and Schroder Fund Change |
| 2015-04-29 | Sun Life Financial (HK) Ltd | Sun Life - Addendum to Investment-Linked Fund Guide for Sun Life ? Investec GSF Managed Currency Fund |