| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| AMINA (Hong Kong) Limited | RO | Advising on securities | 2023-11-03 | - |
| RO | Asset management | 2023-11-03 | - | |
| RO | Dealing in securities | 2023-11-03 | - | |
| For Wise (HK) Limited | RO | Advising on securities | 2018-07-26 | 2022-04-01 |
| RO | Asset management | 2018-07-26 | 2022-04-01 | |
| RO | Dealing in securities | 2018-07-26 | 2022-04-01 | |
| Towering Securities Limited | RO | Advising on securities | 2017-11-01 | 2017-11-13 |
| RO | Asset management | 2017-11-01 | 2017-11-13 | |
| RO | Dealing in securities | 2017-11-01 | 2017-11-13 | |
| Keptain Securities and Asset Management Limited | RO | Asset management | 2016-10-14 | 2017-05-31 |
| RO | Dealing in securities | 2016-10-14 | 2017-05-31 | |
| Rep | Asset management | 2013-08-27 | 2016-10-14 | |
| Rep | Dealing in securities | 2013-08-27 | 2016-10-14 | |
| MONEY CONCEPTS (ASIA) HOLDINGS LIMITED | Rep | Advising on securities | 2011-09-21 | 2013-05-15 |
| Rep | Dealing in securities | 2011-09-21 | 2013-05-15 |