| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Grand Capital Securities Limited | RO | Advising on securities | 2026-06-17 | - |
| RO | Asset management | 2026-06-17 | - | |
| Rep | Asset management | 2025-03-04 | 2026-06-17 | |
| RO | Dealing in securities | 2024-10-17 | - | |
| Rep | Advising on securities | 2024-10-17 | 2026-06-17 | |
| Grand Capital Futures Limited | Rep | Dealing in futures contracts | 2020-07-13 | 2024-12-17 |
| Grand Capital Securities Limited | Rep | Dealing in securities | 2020-05-13 | 2024-10-17 |
| Ark Securities (Hong Kong) Limited | Rep | Dealing in securities | 2017-12-11 | 2020-04-23 |