| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SHENWAN HONGYUAN RESEARCH (H.K.) LIMITED | Rep | Advising on futures contracts | 2022-05-24 | 2023-09-08 |
| Rep | Advising on securities | 2022-05-24 | 2023-09-08 | |
| TradeMaster Securities (Hong Kong) Limited | Rep | Asset management | 2021-01-25 | 2021-12-31 |
| Rep | Dealing in securities | 2021-01-25 | 2021-12-31 | |
| JAKOTA ASSET MANAGEMENT LIMITED | Rep | Asset management | 2018-06-04 | 2019-04-04 |
| JAKOTA SECURITIES GROUP LIMITED | Rep | Advising on securities | 2018-06-04 | 2019-04-04 |
| Rep | Dealing in securities | 2018-06-04 | 2019-04-04 |