| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Bullish HK Markets Limited | Rep | Providing automated trading services | 2025-02-18 | 2026-04-16 |
| Rep | Dealing in securities | 2025-02-18 | 2026-04-16 | |
| Morgan Stanley Asia Limited | Rep | Dealing in securities | 2017-08-07 | 2021-07-02 |
| Morgan Stanley Hong Kong Securities Limited | Rep | Dealing in futures contracts | 2017-08-07 | 2021-07-02 |