| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Sona Asset Management (HK) Limited | RO | Advising on securities | 2026-05-22 | - |
| RO | Asset management | 2026-05-22 | - | |
| RO | Dealing in securities | 2026-05-22 | - | |
| Rep | Advising on securities | 2025-09-08 | 2026-05-22 | |
| Rep | Asset management | 2025-09-08 | 2026-05-22 | |
| Rep | Dealing in securities | 2025-09-08 | 2026-05-22 | |
| MILLENNIUM CAPITAL MANAGEMENT (HONG KONG) LIMITED | Rep | Asset management | 2021-08-24 | 2025-08-26 |
| Grand Loyal Asset Management Limited | RO | Advising on securities | 2020-06-09 | 2021-07-30 |
| RO | Asset management | 2020-06-09 | 2021-07-30 | |
| Rep | Advising on securities | 2018-11-16 | 2020-06-09 | |
| Rep | Asset management | 2018-11-16 | 2020-06-09 | |
| BARCLAYS CAPITAL ASIA LIMITED | Rep | Dealing in securities | 2018-04-03 | 2018-07-19 |
| Grand Loyal Asset Management Limited | Rep | Advising on securities | 2008-12-12 | 2012-06-01 |
| Rep | Asset management | 2008-12-12 | 2012-06-01 | |
| LEHMAN BROTHERS ASIA LIMITED | Rep | Dealing in futures contracts | 2007-04-26 | 2008-07-01 |
| Rep | Dealing in securities | 2007-04-26 | 2008-07-01 |