| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Dynasty Alliance Investment Management Limited | RO | Advising on securities | 2025-11-18 | - |
| RO | Asset management | 2025-11-18 | - | |
| Rep | Advising on securities | 2025-07-18 | 2025-11-18 | |
| Rep | Asset management | 2025-07-18 | 2025-11-18 | |
| CENTALINE WEALTH MANAGEMENT LIMITED | Rep | Advising on securities | 2025-02-18 | 2025-06-30 |
| Rep | Asset management | 2025-02-18 | 2025-06-30 | |
| Rep | Dealing in securities | 2025-02-18 | 2025-06-30 | |
| WRise Prestige Asset Management Limited | RO | Advising on securities | 2024-09-03 | 2025-01-27 |
| RO | Asset management | 2024-09-03 | 2025-01-27 | |
| WRise Prestige Securities Limited | RO | Dealing in securities | 2024-09-03 | 2025-01-27 |
| JAKOTA ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2023-10-31 | 2024-08-30 |
| RO | Asset management | 2023-10-31 | 2024-08-30 | |
| RO | Dealing in securities | 2023-10-31 | 2024-08-30 | |
| Rep | Advising on securities | 2023-03-01 | 2023-10-31 | |
| Rep | Dealing in securities | 2023-03-01 | 2023-10-31 | |
| JAKOTA SECURITIES GROUP LIMITED | Rep | Advising on securities | 2020-08-20 | 2023-03-01 |
| Rep | Dealing in securities | 2020-08-20 | 2023-03-01 | |
| JAKOTA ASSET MANAGEMENT LIMITED | Rep | Asset management | 2020-04-03 | 2023-10-31 |
| NOMURA INTERNATIONAL (HONG KONG) LIMITED | Rep | Dealing in securities | 2005-04-11 | 2007-07-13 |