| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| EverCrest Capital Limited | RO | Advising on securities | 2021-01-19 | - |
| RO | Asset management | 2021-01-19 | - | |
| RO | Dealing in securities | 2021-01-19 | - | |
| Averest Capital Limited | RO | Advising on securities | 2019-05-03 | 2021-01-14 |
| RO | Asset management | 2019-05-03 | 2021-01-14 | |
| RO | Dealing in securities | 2019-05-03 | 2021-01-14 | |
| AP Capital Management (Hong Kong) Limited | RO | Asset management | 2018-10-10 | 2019-04-18 |
| RO | Advising on futures contracts | 2017-08-10 | 2019-04-18 | |
| RO | Advising on securities | 2017-08-10 | 2019-04-18 | |
| RO | Dealing in futures contracts | 2017-08-04 | 2019-04-18 | |
| RO | Dealing in securities | 2017-08-04 | 2019-04-18 | |
| Rep | Asset management | 2016-08-08 | 2018-10-10 | |
| BOCI SECURITIES LIMITED | Rep | Advising on securities | 2014-12-23 | 2016-08-04 |
| Rep | Dealing in futures contracts | 2013-02-25 | 2016-08-04 | |
| Rep | Dealing in securities | 2013-02-25 | 2016-08-04 |