| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| JQ Fund Management Limited | RO | Advising on securities | 2025-06-16 | - |
| RO | Asset management | 2025-06-16 | - | |
| Rep | Advising on securities | 2025-06-04 | 2025-06-16 | |
| Rep | Asset management | 2025-06-04 | 2025-06-16 | |
| Vision Capital Investment Management Limited | RO | Advising on securities | 2020-11-30 | 2025-02-28 |
| RO | Asset management | 2020-11-30 | 2025-02-28 | |
| RO | Dealing in securities | 2020-11-30 | 2025-02-28 | |
| Rep | Advising on securities | 2015-04-15 | 2020-11-30 | |
| Rep | Asset management | 2015-04-15 | 2020-11-30 | |
| Rep | Dealing in securities | 2015-04-15 | 2020-11-30 | |
| CITIC SECURITIES CORPORATE FINANCE (HK) LIMITED | Rep | Advising on futures contracts | 2003-05-23 | 2003-11-28 |
| Rep | Asset management | 2003-05-23 | 2003-11-28 | |
| Rep | Dealing in securities | 2003-05-23 | 2003-11-28 |