| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHINA EVERBRIGHT SECURITIES (HK) LIMITED | Rep | Dealing in securities | 2023-06-26 | - |
| CHINA EVERBRIGHT FOREX & FUTURES (HK) LIMITED | Rep | Dealing in futures contracts | 2018-03-07 | 2018-04-17 |
| CHINA EVERBRIGHT SECURITIES (HK) LIMITED | Rep | Dealing in securities | 2018-03-07 | 2018-04-17 |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2017-05-22 | - |
| Bright Fund Management Limited | Rep | Asset management | 2014-07-25 | 2021-02-19 |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2013-07-18 | - |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2012-05-17 | - |
| Rep | Dealing in securities | 2012-05-17 | - |