| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| NEW ASIA FERRELL ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2022-05-06 | 2025-08-31 |
| RO | Asset management | 2022-05-06 | 2025-08-31 | |
| Rep | Advising on securities | 2021-12-16 | 2022-05-06 | |
| Rep | Asset management | 2021-12-16 | 2022-05-06 | |
| JOYFUL CAPITAL HK LIMITED | RO | Advising on securities | 2021-06-28 | 2021-11-30 |
| RO | Asset management | 2021-06-28 | 2021-11-30 | |
| Rep | Advising on securities | 2021-05-10 | 2021-06-28 | |
| Rep | Asset management | 2021-05-10 | 2021-06-28 | |
| CHINA ZHONG HENG FINANCE GROUP LIMITED | RO | Asset management | 2020-11-20 | 2021-01-06 |
| RO | Advising on securities | 2020-09-21 | 2021-01-06 | |
| RO | Dealing in securities | 2020-09-21 | 2021-01-06 | |
| Rep | Advising on securities | 2020-08-31 | 2020-09-21 | |
| Rep | Dealing in securities | 2020-08-31 | 2020-09-21 | |
| JMC Capital HK Limited | RO | Advising on securities | 2018-08-16 | 2020-08-10 |
| RO | Asset management | 2018-08-16 | 2020-08-10 | |
| RO | Dealing in securities | 2018-08-16 | 2020-08-10 | |
| Fosun International Securities Limited | RO | Advising on corporate finance | 2017-07-26 | 2018-01-26 |
| RO | Advising on securities | 2015-04-17 | 2018-02-28 | |
| RO | Asset management | 2015-04-17 | 2018-02-28 | |
| RO | Dealing in securities | 2015-04-17 | 2018-02-28 | |
| Rep | Advising on securities | 2015-03-19 | 2015-04-17 | |
| Rep | Asset management | 2015-03-19 | 2015-04-17 | |
| Rep | Dealing in securities | 2015-03-19 | 2015-04-17 | |
| HUATAI FINANCIAL HOLDINGS (HONG KONG) LIMITED | RO | Advising on securities | 2013-07-17 | 2015-01-22 |
| RO | Asset management | 2013-07-17 | 2015-01-22 | |
| RO | Dealing in securities | 2013-07-17 | 2015-01-22 | |
| Rep | Advising on securities | 2013-04-16 | 2013-07-17 | |
| Rep | Asset management | 2013-04-16 | 2013-07-17 | |
| Rep | Dealing in securities | 2013-04-16 | 2013-07-17 |