| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| MEGA GLOBAL SECURITIES LIMITED | RO | Advising on securities | 2025-06-25 | 2026-05-15 |
| RO | Asset management | 2025-06-25 | 2026-05-15 | |
| RO | Dealing in securities | 2025-06-25 | 2026-05-15 | |
| Novel Wealth Management Limited | RO | Advising on securities | 2023-01-17 | 2025-04-01 |
| RO | Asset management | 2023-01-17 | 2025-04-01 | |
| RO | Dealing in securities | 2023-01-17 | 2025-04-01 | |
| Rep | Advising on securities | 2022-09-13 | 2023-01-17 | |
| Rep | Asset management | 2022-09-13 | 2023-01-17 | |
| Rep | Dealing in securities | 2022-09-13 | 2023-01-17 | |
| RO | Advising on securities | 2021-04-12 | 2022-09-13 | |
| RO | Asset management | 2021-04-12 | 2022-09-13 | |
| RO | Dealing in securities | 2021-04-12 | 2022-09-13 | |
| ROYAL MORGAN FUND MANAGEMENT CO. LIMITED | RO | Advising on securities | 2018-08-01 | 2021-03-15 |
| RO | Asset management | 2018-08-01 | 2021-03-15 | |
| RO | Dealing in securities | 2018-08-01 | 2021-03-15 | |
| Rep | Advising on securities | 2018-07-19 | 2018-08-01 | |
| Rep | Asset management | 2018-07-19 | 2018-08-01 | |
| Rep | Dealing in securities | 2018-07-19 | 2018-08-01 | |
| CHINA ZHONG HENG FINANCE GROUP LIMITED | RO | Advising on securities | 2017-12-22 | 2018-07-04 |
| RO | Asset management | 2017-12-22 | 2018-07-04 | |
| RO | Dealing in securities | 2017-12-22 | 2018-07-04 | |
| Rep | Advising on securities | 2017-11-09 | 2017-12-22 | |
| Rep | Asset management | 2017-11-09 | 2017-12-22 | |
| Rep | Dealing in securities | 2017-11-09 | 2017-12-22 |