| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Treeline Asset Management Limited | RO | Advising on securities | 2025-05-20 | 2026-08-25 |
| RO | Asset management | 2025-05-20 | 2026-08-25 | |
| Central Wealth Capital (HK) Management Limited | RO | Advising on securities | 2023-08-28 | 2024-09-13 |
| RO | Asset management | 2021-08-03 | 2024-09-13 | |
| Hang Tai Asset Management Limited | RO | Advising on securities | 2019-12-24 | 2021-05-24 |
| RO | Asset management | 2019-12-24 | 2021-05-24 | |
| Rep | Advising on securities | 2019-12-10 | 2019-12-24 | |
| Rep | Asset management | 2019-12-10 | 2019-12-24 | |
| Majestic Dragon Financial Services Limited | RO | Advising on securities | 2018-03-02 | 2019-11-08 |
| RO | Asset management | 2018-03-02 | 2019-11-08 | |
| QH Asset Management Company Limited | RO | Advising on securities | 2016-09-21 | 2018-01-31 |
| RO | Asset management | 2016-09-21 | 2018-01-31 | |
| FORMAX ASSET MANAGEMENT LIMITED | Rep | Asset management | 2015-02-03 | 2016-07-29 |
| FORMAX SECURITIES LIMITED | Rep | Dealing in securities | 2015-02-03 | 2016-07-29 |
| Anbang Asset Management (Hong Kong) Co. Limited | Rep | Dealing in securities | 2014-04-23 | 2014-12-04 |
| Rep | Asset management | 2013-05-14 | 2014-12-04 |