| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2025-08-20 | - |
| Rep | Dealing in securities | 2025-08-20 | - | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2025-08-20 | - |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2013-09-25 | 2025-07-18 |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2013-02-20 | 2025-07-18 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2013-02-20 | 2025-07-18 |