| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2025-07-07 | - |
| Rep | Dealing in securities | 2025-07-07 | - | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2025-07-07 | - |
| China Securities (International) Brokerage Company Limited | Rep | Advising on futures contracts | 2019-01-29 | 2025-06-25 |
| Rep | Dealing in futures contracts | 2019-01-29 | 2025-06-25 | |
| China Securities (International) Asset Management Company Limited | Rep | Asset management | 2018-05-11 | 2025-06-25 |
| China Securities (International) Brokerage Company Limited | Rep | Advising on securities | 2018-05-11 | 2025-06-25 |
| Rep | Dealing in securities | 2018-05-11 | 2025-06-25 |