| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Wealth Management Cube Limited | RO | Dealing in securities | 2023-06-06 | - |
| Rep | Dealing in securities | 2023-01-11 | 2023-06-06 | |
| AJ Asset Management Limited | Rep | Asset management | 2022-05-06 | 2022-10-05 |
| AJ Futures Limited | Rep | Dealing in futures contracts | 2021-03-04 | 2022-10-05 |
| AJ Securities Limited | Rep | Dealing in securities | 2021-03-04 | 2022-10-05 |
| CHINA MERCHANTS FUTURES (HK) CO., LIMITED | Rep | Dealing in futures contracts | 2019-05-21 | 2021-02-23 |
| CHINA MERCHANTS SECURITIES (HK) CO., LIMITED | Rep | Advising on securities | 2018-03-14 | 2019-05-21 |
| Rep | Dealing in securities | 2018-03-14 | 2021-02-23 |