| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Pantheum Capital Limited | RO | Advising on securities | 2025-06-26 | - |
| RO | Asset management | 2025-06-26 | - | |
| Apollo Capital Management Limited | RO | Dealing in securities | 2020-11-02 | 2025-06-16 |
| RO | Advising on securities | 2019-10-08 | 2025-06-16 | |
| RO | Asset management | 2019-10-08 | 2025-06-16 | |
| CHINA HONG KONG LINK ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2018-05-07 | 2019-10-03 |
| China-Hong Kong Link Securities Company Limited | Rep | Dealing in securities | 2017-05-05 | 2019-10-03 |
| CHINA HONG KONG LINK ASSET MANAGEMENT LIMITED | RO | Asset management | 2017-02-16 | 2019-10-03 |
| Look's Securities Limited | Rep | Dealing in securities | 2016-09-20 | 2017-02-04 |
| Safari Asia Limited | RO | Asset management | 2016-08-18 | 2017-02-04 |
| Rep | Advising on securities | 2016-08-17 | 2017-02-04 | |
| Rep | Asset management | 2015-09-01 | 2016-08-18 | |
| QUAM ASSET MANAGEMENT LIMITED | Rep | Advising on securities | 2013-10-25 | 2015-01-12 |
| Rep | Asset management | 2013-10-25 | 2015-01-12 | |
| SOUTHWEST SECURITIES (HK) FUTURES LIMITED | Rep | Dealing in futures contracts | 2012-06-20 | 2012-09-12 |
| SOUTHWEST SECURITIES (HK) BROKERAGE LIMITED | Rep | Dealing in securities | 2012-04-23 | 2012-09-12 |