| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| XTransfer Financial Services (HK) Limited | RO | Advising on securities | 2024-02-01 | 2026-08-31 |
| RO | Asset management | 2024-02-01 | 2026-08-31 | |
| RO | Dealing in securities | 2024-02-01 | 2026-08-31 | |
| Rep | Advising on securities | 2023-12-19 | 2024-02-01 | |
| Rep | Asset management | 2023-12-19 | 2024-02-01 | |
| Rep | Dealing in securities | 2023-12-19 | 2024-02-01 | |
| Wisdom Bright Asset Management Limited | RO | Advising on securities | 2023-07-27 | 2023-10-31 |
| RO | Asset management | 2023-07-27 | 2023-10-31 | |
| RO | Dealing in securities | 2023-07-27 | 2023-10-31 | |
| Rep | Advising on securities | 2023-06-23 | 2023-07-27 | |
| Rep | Asset management | 2023-06-23 | 2023-07-27 | |
| Pine Star Asset Management Limited | Rep | Advising on securities | 2023-04-03 | 2023-05-01 |
| Rep | Asset management | 2023-04-03 | 2023-05-01 | |
| Sino-Ocean Investment Management Limited | RO | Advising on securities | 2021-02-26 | 2021-05-11 |
| RO | Asset management | 2021-02-26 | 2021-05-12 | |
| XinKong International Asset Management Limited | Rep | Asset management | 2019-07-23 | 2020-01-08 |
| XinKong International Securities Limited | Rep | Advising on securities | 2019-07-23 | 2020-01-08 |
| Rep | Dealing in securities | 2019-07-23 | 2020-01-08 | |
| China Vered Asset Management (Hong Kong) Limited | Rep | Asset management | 2018-06-05 | 2019-07-05 |
| China Vered Securities Limited | Rep | Advising on securities | 2018-06-05 | 2019-07-05 |
| Rep | Dealing in securities | 2018-06-05 | 2019-07-05 |