| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Pando Finance Limited | RO | Advising on securities | 2026-03-18 | - |
| RO | Asset management | 2026-03-18 | - | |
| RO | Dealing in securities | 2026-03-18 | - | |
| CHINA EVERBRIGHT SECURITIES (HK) LIMITED | RO | Advising on securities | 2018-01-16 | 2018-08-16 |
| RO | Asset management | 2018-01-16 | 2018-08-16 | |
| RO | Dealing in securities | 2018-01-16 | 2018-08-16 | |
| Bright Fund Management Limited | RO | Advising on securities | 2017-11-03 | 2018-08-16 |
| RO | Asset management | 2017-11-03 | 2018-08-16 | |
| RO | Dealing in securities | 2017-11-03 | 2018-08-16 | |
| CHINA EVERBRIGHT SECURITIES ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2017-10-11 | 2018-08-16 |
| RO | Asset management | 2017-10-11 | 2018-08-16 | |
| RO | Dealing in securities | 2017-10-11 | 2018-08-16 | |
| CHINA EVERBRIGHT SECURITIES (HK) LIMITED | Rep | Advising on securities | 2017-06-16 | 2018-01-16 |
| Rep | Asset management | 2017-06-16 | 2018-01-16 | |
| CHINA EVERBRIGHT SECURITIES ASSET MANAGEMENT LIMITED | Rep | Advising on securities | 2017-06-16 | 2017-10-11 |
| Rep | Asset management | 2017-06-16 | 2017-10-11 | |
| SDG Asset Management (HK) Limited | RO | Advising on securities | 2016-10-12 | 2017-01-19 |
| RO | Asset management | 2016-10-12 | 2017-01-19 | |
| Bosera Asset Management (International) Co., Limited | Rep | Asset management | 2011-03-21 | 2015-08-19 |