| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Global Markets (HK) Limited | RO | Asset management | 2020-01-14 | 2023-05-02 |
| iFAST Financial (HK) Limited | RO | Advising on securities | 2018-06-13 | 2023-05-02 |
| RO | Dealing in securities | 2018-06-13 | 2023-05-02 | |
| iFAST Global Markets (HK) Limited | RO | Advising on securities | 2017-10-30 | 2023-05-02 |
| RO | Dealing in securities | 2017-10-30 | 2023-05-02 | |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2017-07-10 | 2023-05-02 |
| iFAST Financial (HK) Limited | Rep | Dealing in securities | 2014-05-19 | 2018-06-13 |
| iFAST Global Markets (HK) Limited | Rep | Dealing in securities | 2014-05-19 | 2017-10-30 |
| iFAST Financial (HK) Limited | Rep | Advising on securities | 2012-12-05 | 2018-06-13 |
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2012-12-05 | 2017-10-30 |
| IPP Financial Advisers Limited | Rep | Advising on securities | 2010-09-20 | 2010-11-23 |
| Rep | Dealing in securities | 2010-09-20 | 2010-11-23 |