| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Riches Credit Asset Management Limited | RO | Advising on securities | 2024-09-11 | 2026-01-01 |
| RO | Asset management | 2024-09-11 | 2026-01-01 | |
| SINOPAC ASSET MANAGEMENT (ASIA) LIMITED | RO | Advising on securities | 2019-12-05 | 2024-05-11 |
| RO | Asset management | 2019-12-05 | 2024-05-11 | |
| RO | Dealing in securities | 2019-12-05 | 2024-05-11 | |
| Rep | Advising on securities | 2019-07-23 | 2019-12-05 | |
| Rep | Asset management | 2019-07-23 | 2019-12-05 | |
| Rep | Dealing in securities | 2019-07-23 | 2019-12-05 | |
| RO | Advising on securities | 2016-09-05 | 2018-08-21 | |
| RO | Asset management | 2016-09-05 | 2018-08-21 | |
| RO | Dealing in securities | 2016-09-05 | 2018-08-21 | |
| Rep | Advising on securities | 2015-08-28 | 2016-09-05 | |
| Rep | Asset management | 2015-08-28 | 2016-09-05 | |
| Rep | Dealing in securities | 2015-08-28 | 2016-09-05 | |
| CSC SECURITIES (HK) LIMITED | RO | Advising on securities | 2007-06-01 | 2007-12-01 |
| Rep | Dealing in securities | 2007-05-09 | 2007-12-07 |