| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Securities (HK) Limited | RO | Dealing in securities | 2026-04-16 | - |
| iFAST Financial (HK) Limited | RO | Asset management | 2024-04-24 | - |
| iFAST Global Markets (HK) Limited | RO | Asset management | 2024-04-24 | - |
| RO | Advising on securities | 2020-05-18 | - | |
| RO | Dealing in securities | 2020-05-18 | - | |
| Rep | Asset management | 2020-03-24 | 2024-04-24 | |
| iFAST Financial (HK) Limited | Rep | Advising on securities | 2017-07-10 | - |
| Rep | Dealing in securities | 2017-07-10 | - | |
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2017-07-10 | 2020-05-18 |
| Rep | Dealing in securities | 2017-07-10 | 2020-05-18 | |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2017-07-10 | 2026-04-16 |