| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| HONGKONG GAOTEJIA INVESTMENT MANAGEMENT CO., LIMITED | RO | Advising on securities | 2022-09-15 | - |
| RO | Asset management | 2020-07-24 | - | |
| INVESTPORT (H.K.) LIMITED | RO | Advising on futures contracts | 2016-08-29 | 2020-06-26 |
| RO | Advising on securities | 2016-08-29 | 2020-06-26 | |
| RO | Asset management | 2016-08-29 | 2020-06-26 | |
| RO | Dealing in securities | 2016-08-29 | 2020-06-26 | |
| CNCB (Hong Kong) Capital Limited | Rep | Advising on futures contracts | 2013-05-24 | 2015-07-20 |
| Rep | Advising on corporate finance | 2013-05-24 | 2016-07-29 | |
| Rep | Advising on securities | 2013-05-21 | 2016-07-29 | |
| Rep | Asset management | 2013-05-21 | 2016-07-29 | |
| CES Capital International (Hong Kong) Co., Limited | Rep | Advising on securities | 2012-07-13 | 2013-03-22 |
| Rep | Asset management | 2012-07-13 | 2013-03-22 | |
| Rep | Dealing in securities | 2012-07-13 | 2013-03-22 |