| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CGWS International Financial Limited | RO | Advising on securities | 2026-05-06 | - |
| RO | Asset management | 2026-05-06 | - | |
| RO | Dealing in securities | 2026-05-06 | - | |
| VALUABLE CAPITAL LIMITED | RO | Dealing in securities | 2023-10-04 | 2024-05-31 |
| RO | Advising on securities | 2023-07-12 | 2024-05-31 | |
| RO | Asset management | 2023-07-12 | 2024-05-31 | |
| Rep | Dealing in securities | 2023-06-12 | 2023-10-04 | |
| Rep | Advising on securities | 2023-05-18 | 2023-07-12 | |
| Rep | Asset management | 2023-05-18 | 2023-07-12 | |
| PICC Asset Management (Hong Kong) Company Limited | Rep | Advising on securities | 2017-11-10 | 2022-10-31 |
| Rep | Asset management | 2017-11-10 | 2022-10-31 |