| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| MFEX Hong Kong Limited | RO | Dealing in securities | 2021-06-01 | 2026-01-01 |
| LUPU (HONG KONG) LIMITED | RO | Dealing in securities | 2020-02-05 | 2021-05-31 |
| RO | Advising on securities | 2018-09-24 | 2021-05-31 | |
| RO | Asset management | 2018-09-24 | 2021-05-31 | |
| Globe Capital Asset Management Limited | RO | Advising on securities | 2017-08-16 | 2018-08-31 |
| RO | Asset management | 2017-08-16 | 2018-08-31 | |
| RO | Dealing in securities | 2017-08-16 | 2018-08-31 | |
| E FUND MANAGEMENT (HONG KONG) CO., LIMITED | Rep | Dealing in securities | 2015-06-29 | 2017-08-15 |
| Rep | Advising on securities | 2014-09-23 | 2017-08-15 | |
| Rep | Asset management | 2014-09-23 | 2017-08-15 | |
| PRESIDENT SECURITIES (HONG KONG) LIMITED | Rep | Dealing in securities | 2008-04-24 | 2008-08-15 |