| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| OCI Asset Management Company Limited | RO | Dealing in securities | 2021-07-28 | 2023-01-20 |
| RO | Advising on securities | 2020-01-08 | 2023-01-20 | |
| RO | Asset management | 2020-01-08 | 2023-01-20 | |
| Rep | Advising on securities | 2019-12-27 | 2020-01-08 | |
| Rep | Asset management | 2019-12-27 | 2020-01-08 | |
| ROUNDHOUSE PARTNERS LTD | RO | Advising on securities | 2019-04-02 | 2019-12-10 |
| RO | Asset management | 2019-04-02 | 2019-12-10 | |
| Advent Securities (Hong Kong) Limited | RO | Dealing in securities | 2018-08-13 | 2019-12-10 |
| Rep | Dealing in securities | 2018-06-29 | 2018-08-13 | |
| CUPOLA CAPITAL LIMITED | RO | Asset management | 2016-09-05 | 2017-08-01 |
| RO | Advising on securities | 2016-04-22 | 2017-08-01 | |
| Rep | Advising on securities | 2016-03-03 | 2016-04-22 | |
| Rep | Asset management | 2016-03-03 | 2016-09-05 | |
| Apollo Asset Management Limited (HK) | Rep | Advising on securities | 2015-12-30 | 2016-02-12 |
| Rep | Asset management | 2015-08-11 | 2016-02-12 | |
| FORMAX ASSET MANAGEMENT LIMITED | Rep | Asset management | 2014-06-27 | 2015-08-02 |
| Changjiang Asset Management (HK) Limited | Rep | Advising on securities | 2012-09-07 | 2014-06-15 |
| Rep | Asset management | 2012-09-07 | 2014-06-15 | |
| Changjiang Securities Brokerage (HK) Limited | Rep | Dealing in securities | 2012-09-07 | 2014-06-15 |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2011-11-07 | 2012-07-11 |