| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Zhong Shan Asset Management Limited | RO | Advising on securities | 2026-07-09 | - |
| RO | Asset management | 2026-07-09 | - | |
| Zircon Securities (HK) Limited | RO | Advising on futures contracts | 2024-07-09 | 2025-04-21 |
| RO | Dealing in futures contracts | 2024-07-09 | 2025-04-21 | |
| RO | Advising on securities | 2021-09-10 | 2025-04-21 | |
| RO | Asset management | 2021-09-10 | 2025-04-21 | |
| RO | Dealing in securities | 2021-09-10 | 2025-04-21 | |
| Tung Shing Securities (Brokers) Limited | Rep | Advising on corporate finance | 2003-04-01 | 2003-07-21 |
| Rep | Advising on securities | 2003-04-01 | 2003-07-21 | |
| Rep | Asset management | 2003-04-01 | 2003-07-21 | |
| Rep | Dealing in securities | 2003-04-01 | 2003-07-21 |