| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Marlin Capital Limited | RO | Advising on securities | 2025-07-30 | - |
| RO | Asset management | 2025-07-30 | - | |
| RO | Dealing in securities | 2025-07-30 | - | |
| Rep | Advising on securities | 2025-07-08 | 2025-07-30 | |
| Rep | Asset management | 2025-07-08 | 2025-07-30 | |
| Rep | Dealing in securities | 2025-07-08 | 2025-07-30 | |
| CPIC Investment Management (H.K.) Company Limited | Rep | Advising on securities | 2023-07-07 | 2025-05-16 |
| Rep | Asset management | 2023-07-07 | 2025-05-16 | |
| Rep | Dealing in securities | 2023-07-07 | 2025-05-16 | |
| Rep | Advising on securities | 2022-06-01 | 2022-12-14 | |
| Rep | Asset management | 2022-06-01 | 2022-12-14 | |
| Morgan Stanley Asia Limited | Rep | Providing automated trading services | 2011-06-20 | 2011-08-10 |
| Rep | Dealing in securities | 2011-06-20 | 2011-08-10 | |
| Morgan Stanley Hong Kong Securities Limited | Rep | Dealing in futures contracts | 2011-06-20 | 2011-08-10 |