| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| JINSHI ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2025-07-28 | - |
| RO | Asset management | 2025-07-28 | - | |
| RO | Dealing in securities | 2025-07-28 | - | |
| Rep | Advising on securities | 2025-07-03 | 2025-07-28 | |
| Rep | Asset management | 2025-07-03 | 2025-07-28 | |
| Rep | Dealing in securities | 2025-07-03 | 2025-07-28 | |
| Nice Talent Asset Management Limited | Rep | Advising on securities | 2024-07-23 | 2025-05-29 |
| Rep | Asset management | 2024-07-23 | 2025-05-29 | |
| Rep | Dealing in securities | 2024-07-23 | 2025-05-29 | |
| CreditEase Wealth Management (HK) Limited | RO | Advising on securities | 2023-11-14 | 2024-01-14 |
| RO | Asset management | 2023-11-14 | 2024-01-14 | |
| HERITVEST WEALTH MANAGEMENT (HONG KONG) CO., LIMITED | RO | Advising on securities | 2023-11-14 | 2024-01-14 |
| RO | Asset management | 2023-11-14 | 2024-01-14 | |
| Rep | Dealing in securities | 2023-11-14 | 2024-01-14 | |
| CreditEase Wealth Management (HK) Limited | Rep | Advising on securities | 2019-01-29 | 2023-11-14 |
| Rep | Asset management | 2019-01-29 | 2023-11-14 | |
| DELOITTE & TOUCHE CORPORATE FINANCE LIMITED | Rep | Advising on corporate finance | 2009-11-17 | 2011-08-05 |