| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Top One Global Capital Management Limited | RO | Advising on securities | 2025-10-14 | 2026-05-11 |
| RO | Dealing in securities | 2025-10-14 | 2026-05-11 | |
| Rep | Asset management | 2025-08-06 | 2026-05-11 | |
| Rep | Advising on securities | 2025-07-18 | 2025-10-14 | |
| Rep | Dealing in securities | 2025-07-18 | 2025-10-14 | |
| IPP Financial Advisers Limited | Rep | Advising on securities | 2021-07-08 | 2025-07-02 |
| Rep | Dealing in securities | 2021-07-08 | 2025-07-02 | |
| NORTHERN TRUST COMPANY OF HONG KONG LIMITED, THE | Rep | Dealing in securities | 2018-11-12 | 2019-10-01 |
| CWB Hong Kong Limited | Rep | Advising on securities | 2018-05-25 | 2018-09-27 |
| State Street Securities Hong Kong Limited | Rep | Dealing in securities | 2013-04-22 | 2016-04-15 |