| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SHENWAN HONGYUAN ASSET MANAGEMENT (ASIA) LIMITED | RO | Advising on securities | 2026-03-02 | - |
| RO | Asset management | 2026-03-02 | - | |
| Rep | Advising on securities | 2025-11-24 | 2026-03-02 | |
| Rep | Asset management | 2025-11-24 | 2026-03-02 | |
| GF Asset Management (Hong Kong) Limited | RO | Advising on securities | 2024-02-15 | 2025-10-28 |
| RO | Asset management | 2024-02-15 | 2025-10-28 | |
| Rep | Advising on securities | 2023-02-22 | 2024-02-15 | |
| Rep | Asset management | 2023-02-22 | 2024-02-15 | |
| GF International Investment Management Limited | RO | Dealing in securities | 2022-05-24 | 2023-01-24 |
| RO | Advising on securities | 2021-03-04 | 2023-01-24 | |
| RO | Asset management | 2021-03-04 | 2023-01-24 | |
| Rep | Advising on securities | 2018-12-12 | 2021-03-04 | |
| Rep | Asset management | 2018-12-12 | 2021-03-04 | |
| CIFM Asset Management (Hong Kong) Limited | Rep | Advising on securities | 2016-08-01 | 2018-11-16 |
| Rep | Asset management | 2016-08-01 | 2018-11-16 | |
| CA Premium International (HK) Limited | Rep | Leveraged foreign exchange trading | 2008-11-26 | 2009-02-26 |