| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| HSBC Global Asset Management (Hong Kong) Limited | Rep | Advising on securities | 2025-04-01 | - |
| Rep | Asset management | 2025-04-01 | - | |
| Rep | Dealing in securities | 2025-04-01 | - | |
| HSBC INVESTMENT FUNDS (HONG KONG) LIMITED | Rep | Dealing in securities | 2025-04-01 | - |
| UBS Asset Management (Hong Kong) Limited | Rep | Advising on securities | 2024-03-28 | 2024-11-19 |
| Rep | Asset management | 2024-03-28 | 2024-11-19 | |
| Rep | Dealing in securities | 2024-03-28 | 2024-11-19 | |
| Credit Suisse (Hong Kong) Limited | Rep | Advising on securities | 2022-07-18 | 2024-04-22 |
| Rep | Asset management | 2022-07-18 | 2024-04-22 | |
| Rep | Dealing in securities | 2022-07-18 | 2024-04-22 | |
| J-Stone Capital Limited | RO | Advising on securities | 2021-12-13 | 2022-06-24 |
| RO | Asset management | 2021-12-13 | 2022-06-24 | |
| Rep | Advising on securities | 2021-09-21 | 2021-12-13 | |
| Rep | Asset management | 2021-09-21 | 2021-12-13 | |
| UBS Asset Management (Hong Kong) Limited | Rep | Advising on securities | 2016-03-18 | 2021-03-22 |
| Rep | Asset management | 2016-03-18 | 2021-03-22 | |
| SHENWAN HONGYUAN RESEARCH (H.K.) LIMITED | Rep | Advising on securities | 2012-02-09 | 2016-02-06 |