| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| HUATAI FINANCIAL HOLDINGS (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2025-07-10 | - |
| Rep | Dealing in securities | 2025-07-10 | - | |
| AUREUM INFINITY CAPITAL LIMITED | Rep | Advising on securities | 2022-08-29 | 2025-04-30 |
| Rep | Asset management | 2022-08-29 | 2025-04-30 | |
| Rep | Dealing in securities | 2022-08-29 | 2025-04-30 | |
| AP Capital Management (Hong Kong) Limited | Rep | Advising on futures contracts | 2020-09-21 | 2022-06-30 |
| Rep | Advising on securities | 2020-09-21 | 2022-06-30 | |
| Rep | Asset management | 2019-10-02 | 2022-06-30 | |
| Rep | Dealing in futures contracts | 2019-10-02 | 2022-06-30 | |
| Rep | Dealing in securities | 2019-09-20 | 2022-06-30 | |
| Jefferies Hong Kong Limited | Rep | Dealing in securities | 2018-07-18 | 2019-08-30 |