| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2026-07-17 | - |
| Rep | Dealing in securities | 2026-07-17 | - | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2026-07-17 | - |
| Interactive Brokers Hong Kong Limited | Rep | Leveraged foreign exchange trading | 2016-08-10 | 2025-10-18 |
| Rep | Dealing in futures contracts | 2016-04-26 | 2025-10-18 | |
| Rep | Dealing in securities | 2016-04-26 | 2025-10-18 | |
| OKACHI (HONG KONG) COMPANY LIMITED | Rep | Dealing in futures contracts | 2013-02-27 | 2016-04-18 |
| OKACHI INVESTMENTS (HK) COMPANY LIMITED | Rep | Dealing in securities | 2013-02-27 | 2016-04-18 |