| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Future Securities Limited (HK) | RO | Advising on futures contracts | 2026-08-24 | - |
| RO | Dealing in futures contracts | 2026-08-24 | - | |
| RO | Asset management | 2025-08-07 | - | |
| RO | Advising on securities | 2025-05-12 | - | |
| RO | Dealing in securities | 2025-05-12 | - | |
| Rep | Advising on securities | 2025-02-13 | 2025-05-12 | |
| Rep | Dealing in securities | 2025-02-13 | 2025-05-12 | |
| Rep | Asset management | 2025-02-13 | 2025-08-07 | |
| RO | Advising on securities | 2024-07-09 | 2025-02-13 | |
| RO | Asset management | 2024-07-09 | 2025-02-13 | |
| RO | Dealing in securities | 2024-07-09 | 2025-02-13 | |
| Soochow Securities International Brokerage Limited | Rep | Advising on securities | 2022-04-04 | 2023-03-31 |
| Rep | Dealing in securities | 2022-04-04 | 2023-03-31 | |
| XinKong International Asset Management Limited | Rep | Asset management | 2018-11-09 | 2019-07-30 |
| XinKong International Securities Limited | Rep | Advising on securities | 2018-11-09 | 2019-07-30 |
| Rep | Dealing in securities | 2018-02-20 | 2019-07-30 |