| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| OCEANVAST CAPITAL LIMITED (b2016-11-16) | RO | Advising on securities | 2026-08-24 | - |
| RO | Asset management | 2026-08-24 | - | |
| SIGMA MANAGEMENT LTD | RO | Advising on securities | 2025-05-02 | 2026-03-10 |
| RO | Asset management | 2025-05-02 | 2026-03-10 | |
| i-Golden Data Capital Limited | RO | Advising on securities | 2024-05-31 | 2025-03-27 |
| RO | Asset management | 2024-05-31 | 2025-03-27 | |
| Protocol Asset Management (HK) Limited | RO | Asset management | 2021-07-22 | 2024-03-29 |
| Rep | Asset management | 2021-07-19 | 2021-07-22 | |
| FIVE STATES CAPITAL RESOURCES LIMITED | RO | Advising on securities | 2020-01-15 | 2021-06-30 |
| RO | Asset management | 2020-01-15 | 2021-06-30 | |
| Rep | Dealing in securities | 2018-09-27 | 2021-06-30 | |
| Rep | Advising on securities | 2018-05-31 | 2020-01-15 | |
| Rep | Asset management | 2018-03-02 | 2020-01-15 |