| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Jin Yi Financial Group Limited | Rep | Advising on securities | 2026-07-28 | - |
| Rep | Asset management | 2026-07-28 | - | |
| Rep | Dealing in securities | 2026-07-28 | - | |
| Plouton Asset Management Limited | Rep | Asset management | 2022-08-25 | 2026-01-31 |
| RO | Asset management | 2021-12-30 | 2022-08-25 | |
| Rep | Asset management | 2021-12-16 | 2021-12-30 | |
| Select Investment Services Limited (HK) | Rep | Advising on securities | 2021-08-05 | 2026-01-31 |
| Rep | Dealing in securities | 2021-08-05 | 2026-01-31 | |
| CAIIS Limited | RO | Advising on securities | 2007-03-16 | 2008-01-24 |
| RO | Dealing in securities | 2007-03-16 | 2008-01-24 | |
| Rep | Advising on securities | 2006-10-12 | 2007-03-16 | |
| Rep | Dealing in securities | 2006-10-12 | 2007-03-16 |