| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Pinestone Capital Asset Management Limited | RO | Advising on securities | 2026-08-06 | - |
| RO | Asset management | 2026-08-06 | - | |
| PINESTONE SECURITIES LIMITED | Rep | Dealing in securities | 2026-08-06 | - |
| CGL IM Financial Management Limited | RO | Advising on securities | 2024-05-02 | 2026-06-30 |
| RO | Asset management | 2024-05-02 | 2026-06-30 | |
| Carrington Asset Management Limited | RO | Advising on securities | 2021-11-19 | 2024-03-06 |
| RO | Asset management | 2021-06-18 | 2024-03-06 | |
| FOUNDER SECURITIES (HONG KONG) LIMITED | Rep | Advising on securities | 2019-01-07 | 2019-09-13 |
| Rep | Dealing in securities | 2018-05-02 | 2018-12-12 | |
| ASSET MANAGEMENT GROUP LIMITED | Rep | Advising on securities | 2011-12-22 | 2013-09-30 |
| Rep | Dealing in securities | 2011-12-22 | 2013-09-30 |