| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Jiuying Investment Holdings Limited | RO | Advising on securities | 2026-07-07 | - |
| RO | Asset management | 2026-07-07 | - | |
| WELLCHAMP CAPITAL LIMITED | RO | Asset management | 2025-07-24 | 2026-06-09 |
| Wealth Management Cube Limited | Rep | Dealing in securities | 2025-07-23 | 2026-06-09 |
| WELLCHAMP CAPITAL LIMITED | Rep | Asset management | 2025-07-23 | 2025-07-24 |
| Grit Capital Limited | RO | Advising on securities | 2021-05-11 | 2025-06-06 |
| RO | Asset management | 2021-05-11 | 2025-06-06 | |
| Phoenix Capital (International) Limited | RO | Asset management | 2019-01-22 | 2020-05-20 |
| SP Securities Limited | RO | Asset management | 2018-01-25 | 2019-01-01 |
| Rep | Asset management | 2018-01-11 | 2018-01-25 | |
| Atherton Asset Management Limited | RO | Asset management | 2013-07-09 | 2017-12-31 |
| Rep | Asset management | 2013-06-14 | 2013-07-09 | |
| STAND RICH ASSET MANAGEMENT LIMITED | RO | Asset management | 2011-11-08 | 2012-12-12 |
| GCAM Limited | RO | Asset management | 2010-10-18 | 2011-05-18 |
| Rep | Asset management | 2008-05-19 | 2010-10-18 | |
| Rep | Advising on securities | 2008-05-19 | 2011-05-18 |