| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| AFT HK Treasury Limited | RO | Advising on securities | 2025-10-20 | - |
| RO | Asset management | 2025-10-20 | - | |
| RO | Dealing in securities | 2025-10-20 | - | |
| SINO FINANCIAL ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2024-08-23 | 2025-02-21 |
| RO | Asset management | 2024-08-23 | 2025-02-21 | |
| Syfe Hong Kong Limited | RO | Advising on securities | 2022-05-03 | 2023-11-01 |
| RO | Asset management | 2022-05-03 | 2023-11-01 | |
| RO | Dealing in securities | 2022-05-03 | 2023-11-01 | |
| Lego Asset Management Limited | RO | Advising on securities | 2020-06-10 | 2021-02-15 |
| RO | Asset management | 2020-06-10 | 2021-02-15 | |
| Rep | Advising on securities | 2020-05-13 | 2020-06-10 | |
| Rep | Asset management | 2020-05-13 | 2020-06-10 | |
| ForthTech Capital Limited (HK) | RO | Advising on securities | 2019-08-02 | 2020-04-30 |
| RO | Asset management | 2019-08-02 | 2020-04-30 | |
| UNITED GREAT INTERNATIONAL INVESTMENT LIMITED | RO | Advising on securities | 2018-06-14 | 2019-06-06 |
| RO | Asset management | 2018-06-04 | 2019-06-06 | |
| Rep | Asset management | 2018-05-24 | 2018-06-04 | |
| BOSHENG CAPITAL MANAGEMENT (HK) LIMITED | RO | Asset management | 2018-03-15 | 2018-03-23 |
| Rep | Asset management | 2016-05-27 | 2018-03-15 | |
| PACIFIC GROUP LIMITED, THE | Rep | Asset management | 2011-10-21 | 2016-05-13 |