| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| PRINCIPAL INVESTMENT & RETIREMENT SERVICES LIMITED | Rep | Advising on securities | 2024-07-18 | - |
| Rep | Dealing in securities | 2024-07-18 | - | |
| FIL Investment Management (Hong Kong) Limited | Rep | Advising on securities | 2018-06-01 | 2021-05-18 |
| Rep | Dealing in securities | 2018-06-01 | 2024-06-14 | |
| Interactive Brokers Hong Kong Limited | Rep | Leveraged foreign exchange trading | 2017-08-25 | 2018-04-28 |
| Rep | Dealing in futures contracts | 2017-06-20 | 2018-04-28 | |
| Rep | Dealing in securities | 2017-06-20 | 2018-04-28 |