| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CR Wealth and Asset Management Limited | RO | Advising on securities | 2021-05-20 | 2023-10-31 |
| RO | Dealing in securities | 2021-05-20 | 2023-10-31 | |
| China Renaissance Securities (Hong Kong) Limited | Rep | Advising on securities | 2021-02-02 | 2023-10-31 |
| Rep | Dealing in securities | 2021-02-02 | 2023-10-31 | |
| CR Wealth and Asset Management Limited | Rep | Advising on securities | 2021-02-02 | 2021-05-20 |
| Rep | Dealing in securities | 2021-02-02 | 2021-05-20 | |
| Rep | Asset management | 2021-02-02 | 2023-10-31 | |
| GaoTeng Global Asset Management Limited | Rep | Advising on securities | 2018-08-23 | 2021-01-15 |
| Rep | Asset management | 2018-08-23 | 2021-01-15 | |
| China Asset Management (Hong Kong) Limited | Rep | Advising on securities | 2015-10-12 | 2017-08-30 |
| Rep | Dealing in securities | 2015-10-12 | 2017-08-30 | |
| HARVEST GLOBAL INVESTMENTS LIMITED | Rep | Dealing in securities | 2013-05-03 | 2015-09-25 |