| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHINA EASE INVESTMENT LIMITED | RO | Advising on securities | 2022-10-17 | 2024-11-22 |
| RO | Asset management | 2022-10-17 | 2024-11-22 | |
| TOTAL INVEST GROUP ASSET MANAGEMENT (HONG KONG) LIMITED | RO | Advising on securities | 2019-08-30 | 2020-11-30 |
| RO | Asset management | 2019-08-30 | 2020-11-30 | |
| Rep | Advising on securities | 2019-08-01 | 2019-08-30 | |
| Rep | Asset management | 2019-08-01 | 2019-08-30 | |
| GOLDLINK ASSET MANAGEMENT (ASIA) LIMITED | RO | Advising on securities | 2017-03-13 | 2019-06-03 |
| RO | Asset management | 2017-03-13 | 2019-06-03 | |
| Open Securities Limited | Rep | Dealing in futures contracts | 2016-02-22 | 2017-01-31 |
| OPEN ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2015-08-13 | 2017-01-31 |
| RO | Asset management | 2015-08-13 | 2017-01-31 | |
| Open Securities Limited | RO | Advising on securities | 2015-08-13 | 2017-01-31 |
| OPEN ASSET MANAGEMENT LIMITED | Rep | Asset management | 2013-03-25 | 2015-08-13 |
| Rep | Advising on securities | 2012-02-20 | 2015-08-13 | |
| Open Securities Limited | Rep | Advising on securities | 2012-02-20 | 2015-08-13 |
| Rep | Dealing in securities | 2011-11-09 | 2017-01-31 |