| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Sinocon Capital International Limited | RO | Advising on securities | 2022-06-20 | 2025-02-12 |
| RO | Asset management | 2022-06-20 | 2025-02-12 | |
| Rep | Advising on securities | 2022-06-02 | 2022-06-20 | |
| Rep | Asset management | 2022-06-02 | 2022-06-20 | |
| Greenland (Asia) Securities Co., Limited | RO | Advising on securities | 2019-11-25 | 2022-04-06 |
| RO | Asset management | 2019-11-25 | 2022-04-06 | |
| Pinxin (Hong Kong) Asset Management Co. Limited | RO | Asset management | 2015-11-09 | 2017-01-11 |
| Anbang Asset Management (Hong Kong) Co. Limited | RO | Advising on securities | 2014-04-14 | 2015-01-29 |
| RO | Dealing in securities | 2014-04-14 | 2015-01-29 | |
| RO | Asset management | 2013-07-19 | 2015-01-29 | |
| Rep | Asset management | 2013-03-14 | 2013-07-19 | |
| Merrill Lynch (Asia Pacific) Limited | Rep | Dealing in securities | 2007-06-25 | 2010-03-23 |
| MERRILL LYNCH FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2007-06-25 | 2010-03-23 |