| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| J.P. MORGAN BROKING (HONG KONG) LIMITED | Rep | Advising on futures contracts | 2025-02-06 | - |
| Rep | Dealing in futures contracts | 2025-02-06 | - | |
| J.P. MORGAN SECURITIES (FAR EAST) LIMITED | Rep | Advising on securities | 2025-02-06 | - |
| Rep | Dealing in securities | 2025-02-06 | - | |
| TRIVEST ADVISORS LIMITED | Rep | Asset management | 2023-05-15 | 2025-01-18 |
| Jefferies Hong Kong Limited | Rep | Dealing in securities | 2020-03-24 | 2023-04-28 |
| NORTHERN TRUST COMPANY OF HONG KONG LIMITED, THE | Rep | Dealing in securities | 2018-06-11 | 2018-11-01 |