| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Greater Bay Area Development Fund Management Limited | RO | Advising on securities | 2026-01-20 | - |
| RO | Asset management | 2026-01-20 | - | |
| RO | Dealing in securities | 2026-01-20 | - | |
| Rep | Asset management | 2021-11-29 | 2026-01-20 | |
| Rep | Advising on securities | 2021-11-11 | 2026-01-20 | |
| Rep | Dealing in securities | 2021-11-11 | 2026-01-20 | |
| CNCB (Hong Kong) Capital Limited | Rep | Advising on corporate finance | 2021-08-31 | 2021-09-26 |
| Rep | Advising on securities | 2021-08-02 | 2021-09-26 | |
| Rep | Dealing in securities | 2021-08-02 | 2021-09-26 | |
| CCB INTERNATIONAL ASSET MANAGEMENT LIMITED | Rep | Advising on securities | 2019-02-19 | 2021-01-31 |
| Rep | Asset management | 2019-02-19 | 2021-01-31 | |
| Rep | Dealing in securities | 2019-02-19 | 2021-01-31 | |
| CCB INTERNATIONAL SECURITIES LIMITED | Rep | Advising on securities | 2017-12-22 | 2018-01-24 |