| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Zeta Capital (H.K.) Limited | RO | Advising on securities | 2025-07-03 | - |
| RO | Asset management | 2025-07-03 | - | |
| Fortune Ocean Asset Management Limited | RO | Advising on securities | 2024-11-18 | 2025-06-16 |
| RO | Asset management | 2024-11-18 | 2025-06-16 | |
| Rep | Advising on securities | 2024-09-13 | 2024-11-18 | |
| Rep | Asset management | 2024-09-13 | 2024-11-18 | |
| Regan International Asset Management Limited | RO | Advising on securities | 2023-09-05 | 2024-07-22 |
| RO | Asset management | 2023-09-05 | 2024-07-22 | |
| PLATFORM ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2021-06-02 | 2022-09-30 |
| RO | Asset management | 2021-06-02 | 2022-09-30 | |
| Rep | Advising on securities | 2020-11-11 | 2021-06-02 | |
| Rep | Asset management | 2020-11-11 | 2021-06-02 | |
| Superactive Financial Group Company Limited | Rep | Dealing in securities | 2018-10-19 | 2020-08-14 |
| Rep | Advising on corporate finance | 2018-06-25 | 2020-10-23 | |
| Rep | Advising on futures contracts | 2018-06-25 | 2020-10-23 | |
| Rep | Advising on securities | 2018-06-25 | 2020-10-23 | |
| Rep | Asset management | 2018-06-25 | 2020-10-23 |
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