| 日期 | 保險公司 | 標題 |
|---|---|---|
| 2017-02-06 | Rhoba | 浩霸 - 投資組合建議及市場分析 |
| 2015-05-29 | Rhoba | 浩霸 - 市場評論及投資組合建議 |
| 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 | 永明 - 德盛基金及施羅德基金改動之附加資料 |