| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CNCB (Hong Kong) Capital Limited | Rep | Advising on securities | 2026-04-24 | 2026-08-28 |
| Rep | Asset management | 2026-04-24 | 2026-08-28 | |
| Rep | Dealing in securities | 2026-04-24 | 2026-08-28 | |
| WealthQuay Asset Management Limited | Rep | Advising on securities | 2024-11-01 | 2025-12-31 |
| Rep | Asset management | 2024-11-01 | 2025-12-31 | |
| Greater Bay Area Development Fund Management Limited | Rep | Advising on securities | 2024-02-06 | 2024-09-20 |
| Rep | Asset management | 2024-02-06 | 2024-09-20 | |
| Rep | Dealing in securities | 2024-02-06 | 2024-09-20 | |
| China Re Asset Management (Hong Kong) Company Limited | Rep | Advising on securities | 2017-11-23 | 2023-06-16 |
| Rep | Asset management | 2017-11-23 | 2023-06-16 | |
| Citigroup Global Markets Asia Limited | Rep | Advising on securities | 2011-09-19 | 2012-07-18 |
| GUOTAI JUNAN SECURITIES (HONG KONG) LIMITED | Rep | Advising on securities | 2008-02-05 | 2011-08-20 |