| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Finloop Finance Limited | RO | Advising on securities | 2024-11-19 | 2026-05-07 |
| RO | Asset management | 2024-11-19 | 2026-05-07 | |
| RO | Dealing in securities | 2024-11-19 | 2026-05-07 | |
| Rep | Advising on securities | 2024-09-19 | 2024-11-19 | |
| Rep | Asset management | 2024-09-19 | 2024-11-19 | |
| Rep | Dealing in securities | 2024-09-19 | 2024-11-19 | |
| AA Investment Management Limited | RO | Advising on securities | 2022-08-25 | 2024-05-19 |
| RO | Asset management | 2022-08-25 | 2024-05-19 | |
| RO | Dealing in securities | 2022-08-25 | 2024-05-19 | |
| Wealth Management Cube Limited | RO | Dealing in securities | 2020-03-10 | 2022-05-22 |
| Rep | Dealing in securities | 2016-10-19 | 2020-03-10 | |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2011-12-16 | 2012-02-14 |