| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Altallo Asset Management Limited | RO | Asset management | 2026-03-20 | - |
| Beyond Hong Kong Limited | RO | Asset management | 2023-12-04 | 2024-08-31 |
| Rep | Asset management | 2023-10-17 | 2023-12-04 | |
| China Reserve Securities Limited | RO | Asset management | 2021-08-19 | 2023-07-20 |
| Rep | Advising on securities | 2021-08-03 | 2023-07-20 | |
| Rep | Dealing in securities | 2021-08-03 | 2023-07-20 | |
| Rep | Asset management | 2021-06-23 | 2021-08-19 | |
| Ping An Securities (Hong Kong) Asset Management Company Limited | Rep | Asset management | 2019-11-14 | 2021-06-05 |
| Ping An Securities (Hong Kong) Holdings Company Limited | Rep | Asset management | 2017-12-13 | 2020-03-27 |