| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2025-12-29 | - |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2025-12-29 | - |
| Rep | Advising on securities | 2018-09-10 | 2024-02-10 | |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2017-08-10 | 2024-02-10 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2017-08-10 | 2024-02-10 |