| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Summit Capital HK Limited | RO | Advising on securities | 2025-07-18 | - |
| RO | Asset management | 2025-07-18 | - | |
| Changyuan Securities Limited | RO | Advising on securities | 2023-10-10 | 2024-08-06 |
| RO | Asset management | 2023-10-10 | 2024-08-06 | |
| RO | Dealing in securities | 2023-10-10 | 2024-08-06 | |
| Rep | Advising on securities | 2023-10-03 | 2023-10-10 | |
| Rep | Asset management | 2023-10-03 | 2023-10-10 | |
| Rep | Dealing in securities | 2023-10-03 | 2023-10-10 | |
| Infinite Success Assets Management Limited | RO | Advising on securities | 2017-09-26 | 2023-08-04 |
| RO | Asset management | 2017-09-26 | 2023-08-04 | |
| HAMON ASIAN ADVISORS LIMITED | Rep | Advising on securities | 2016-01-19 | 2017-03-08 |
| Rep | Asset management | 2016-01-19 | 2017-03-08 | |
| HAMON ASSET MANAGEMENT LIMITED | Rep | Advising on securities | 2016-01-19 | 2017-03-08 |
| Rep | Asset management | 2016-01-19 | 2017-03-08 | |
| PFP Capital Limited | Rep | Advising on securities | 2016-01-19 | 2017-03-08 |
| Rep | Asset management | 2016-01-19 | 2017-03-08 | |
| Citigroup Global Markets Asia Limited | Rep | Dealing in futures contracts | 2013-09-11 | 2014-09-01 |
| Rep | Dealing in securities | 2013-09-11 | 2014-09-01 | |
| ORION INVESTMENT MANAGEMENT LIMITED | Rep | Advising on securities | 2009-11-17 | 2010-03-05 |
| Rep | Dealing in securities | 2009-11-17 | 2010-03-05 |