| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| FUNDAMENTAL TECHNOLOGY (HONGKONG) CO., LIMITED | RO | Advising on securities | 2026-05-11 | - |
| RO | Asset management | 2026-05-11 | - | |
| RO | Dealing in securities | 2026-05-11 | - | |
| Centaur Securities Limited | RO | Advising on securities | 2025-03-06 | 2026-02-01 |
| RO | Asset management | 2025-03-06 | 2026-02-01 | |
| RO | Dealing in securities | 2025-03-06 | 2026-02-01 | |
| Hong Kong Broad Capital Limited | RO | Advising on securities | 2023-01-09 | 2024-05-17 |
| RO | Asset management | 2023-01-09 | 2024-05-17 | |
| Leo Asset Management Limited | RO | Advising on securities | 2021-04-22 | 2022-12-30 |
| RO | Asset management | 2021-04-22 | 2022-12-30 | |
| Yuen Meta (International) Securities Limited | RO | Dealing in securities | 2021-04-22 | 2022-12-30 |
| C.P. SECURITIES INTERNATIONAL LIMITED | RO | Dealing in securities | 2020-11-20 | 2021-01-29 |
| Rep | Dealing in securities | 2018-05-07 | 2020-11-20 | |
| C.P. FINANCIAL MANAGEMENT LIMITED | RO | Asset management | 2017-12-29 | 2020-10-22 |