| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Times Capital Limited (HK) | RO | Advising on securities | 2025-02-28 | - |
| RO | Asset management | 2025-02-28 | - | |
| RO | Dealing in securities | 2025-02-28 | - | |
| Anli Securities Limited | Rep | Advising on securities | 2023-09-18 | 2024-10-31 |
| Rep | Dealing in securities | 2023-09-18 | 2024-10-31 | |
| Atlantic Asset Management Limited | RO | Advising on securities | 2022-03-29 | 2023-04-30 |
| RO | Asset management | 2022-03-29 | 2023-04-30 | |
| Glory Sun Securities Limited | RO | Asset management | 2020-09-28 | 2022-01-20 |
| RO | Dealing in securities | 2020-09-28 | 2022-01-20 | |
| Rep | Asset management | 2020-04-01 | 2020-09-28 | |
| Rep | Dealing in securities | 2020-04-01 | 2020-09-28 | |
| Rep | Advising on securities | 2020-04-01 | 2022-01-20 | |
| Tiger Securities Asset Management Company Limited | Rep | Advising on securities | 2017-07-03 | 2020-02-10 |
| Rep | Asset management | 2016-04-06 | 2020-02-10 | |
| Rep | Dealing in securities | 2016-04-06 | 2020-02-10 | |
| Anli Securities Limited | Rep | Dealing in securities | 2015-09-08 | 2016-01-14 |
| CHINA INTERNATIONAL CAPITAL LIMITED | Rep | Asset management | 2008-09-17 | 2011-06-30 |
| Rep | Advising on securities | 2008-04-09 | 2011-06-30 | |
| AIA WEALTH MANAGEMENT COMPANY LIMITED | Rep | Advising on securities | 2003-12-24 | 2007-12-01 |