| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Marex Hong Kong Limited | Rep | Dealing in futures contracts | 2024-06-28 | 2025-01-09 |
| Interactive Brokers Hong Kong Limited | Rep | Leveraged foreign exchange trading | 2023-02-16 | 2024-06-06 |
| Rep | Dealing in futures contracts | 2022-11-30 | 2024-06-06 | |
| Rep | Dealing in securities | 2022-10-21 | 2024-06-06 | |
| JS CRESVALE CAPITAL LIMITED | Rep | Dealing in securities | 2019-04-04 | 2022-10-06 |
| JS CRESVALE SECURITIES INTERNATIONAL LIMITED | Rep | Dealing in securities | 2019-04-04 | 2022-10-06 |
| Yuanta Securities (Hong Kong) Company Limited | Rep | Dealing in futures contracts | 2018-04-09 | 2019-03-20 |
| Rep | Dealing in securities | 2018-02-07 | 2019-03-20 |