| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| MicroBit Capital Management Limited | RO | Advising on securities | 2026-03-27 | - |
| RO | Asset management | 2026-03-27 | - | |
| RO | Dealing in securities | 2026-03-27 | - | |
| Rep | Advising on securities | 2026-03-23 | 2026-03-27 | |
| Rep | Asset management | 2026-03-23 | 2026-03-27 | |
| Rep | Dealing in securities | 2026-03-23 | 2026-03-27 | |
| Cynosure Asset Management Hong Kong Limited | RO | Asset management | 2018-12-18 | 2023-09-27 |
| RO | Dealing in securities | 2018-12-18 | 2023-09-27 | |
| Rep | Advising on securities | 2018-05-21 | 2023-09-27 | |
| Rep | Asset management | 2018-05-18 | 2018-12-18 | |
| Rep | Dealing in securities | 2018-05-18 | 2018-12-18 | |
| FULLGOAL ASSET MANAGEMENT (HK) LIMITED | Rep | Asset management | 2017-08-31 | 2018-04-30 |
| Rep | Dealing in securities | 2017-08-31 | 2018-04-30 | |
| Yuanta Securities (Hong Kong) Company Limited | Rep | Asset management | 2014-04-28 | 2017-04-30 |
| Rep | Dealing in futures contracts | 2013-07-03 | 2017-04-30 | |
| Rep | Dealing in securities | 2013-07-03 | 2017-04-30 |