| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| China Vered Securities Limited | RO | Dealing in securities | 2025-12-24 | - |
| China Vered Asset Management (Hong Kong) Limited | RO | Advising on securities | 2025-07-23 | - |
| RO | Asset management | 2025-07-23 | - | |
| China Vered Securities Limited | RO | Advising on securities | 2025-07-23 | - |
| China Vered Asset Management (Hong Kong) Limited | Rep | Advising on securities | 2025-07-04 | 2025-07-23 |
| Rep | Asset management | 2025-07-04 | 2025-07-23 | |
| China Vered Securities Limited | Rep | Advising on securities | 2025-07-04 | 2025-07-23 |
| L.V. Continuum & Co Limited | Rep | Dealing in securities | 2022-07-19 | 2023-06-28 |
| Rep | Advising on securities | 2022-07-19 | 2025-05-28 | |
| Rep | Asset management | 2022-07-19 | 2025-05-28 | |
| ZHONGRONG PT SECURITIES LIMITED | Rep | Advising on securities | 2018-01-24 | 2020-07-26 |
| Rep | Dealing in securities | 2018-01-24 | 2020-07-26 |