| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Delftware Capital Management (HK) Limited | RO | Dealing in securities | 2025-11-17 | - |
| RO | Advising on securities | 2024-04-16 | - | |
| RO | Asset management | 2024-04-16 | - | |
| Rep | Advising on securities | 2024-03-11 | 2024-04-16 | |
| Rep | Asset management | 2024-03-11 | 2024-04-16 | |
| UCAP Securities (HK) Limited | Rep | Advising on securities | 2021-07-15 | 2023-10-31 |
| Rep | Asset management | 2021-07-15 | 2023-10-31 | |
| Rep | Dealing in securities | 2021-07-15 | 2023-10-31 | |
| OPEN ASSET MANAGEMENT LIMITED | Rep | Advising on securities | 2004-02-27 | 2004-07-06 |
| Open Securities Limited | Rep | Asset management | 2004-02-27 | 2004-07-06 |
| Rep | Dealing in securities | 2004-02-27 | 2004-07-06 |