| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Nobo Capital Management (Hong Kong) Limited | RO | Advising on securities | 2026-02-16 | - |
| RO | Asset management | 2026-02-16 | - | |
| Opus Capital Management Limited | RO | Asset management | 2015-03-31 | 2024-12-13 |
| SHENWAN HONGYUAN SECURITIES (H.K.) LIMITED | RO | Dealing in securities | 2010-09-30 | 2011-04-10 |
| SHENWAN HONGYUAN FUTURES (H.K.) LIMITED | Rep | Dealing in futures contracts | 2010-07-12 | 2011-04-10 |
| SHENWAN HONGYUAN SECURITIES (H.K.) LIMITED | Rep | Dealing in securities | 2010-07-12 | 2010-09-30 |
| ACCESS INVESTMENT MANAGEMENT (H.K.) LIMITED | Rep | Advising on futures contracts | 2007-07-30 | 2009-07-31 |
| Rep | Advising on securities | 2007-07-30 | 2009-07-31 | |
| Rep | Asset management | 2007-07-30 | 2009-07-31 | |
| PLATINUM BROKING COMPANY LIMITED | Rep | Dealing in securities | 2005-02-23 | 2007-07-30 |